Acorn Financial Advisory Services’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$646K Sell
14,930
-1,020
-6% -$44.1K 0.11% 97
2025
Q1
$723K Sell
15,950
-493
-3% -$22.4K 0.13% 83
2024
Q4
$658K Buy
16,443
+766
+5% +$30.6K 0.11% 93
2024
Q3
$704K Sell
15,677
-2,196
-12% -$98.6K 0.12% 79
2024
Q2
$737K Sell
17,873
-1,060
-6% -$43.7K 0.14% 77
2024
Q1
$794K Sell
18,933
-2,591
-12% -$109K 0.15% 78
2023
Q4
$818K Sell
21,524
-829
-4% -$31.5K 0.14% 104
2023
Q3
$722K Buy
22,353
+681
+3% +$22K 0.13% 111
2023
Q2
$806K Buy
21,672
+280
+1% +$10.4K 0.14% 102
2023
Q1
$832K Buy
21,392
+2,091
+11% +$81.3K 0.16% 93
2022
Q4
$760K Sell
19,301
-940
-5% -$37K 0.16% 88
2022
Q3
$769K Sell
20,241
-443
-2% -$16.8K 0.18% 85
2022
Q2
$1.05M Buy
20,684
+264
+1% +$13.4K 0.25% 58
2022
Q1
$1.04M Buy
20,420
+2,084
+11% +$106K 0.21% 77
2021
Q4
$953K Sell
18,336
-419
-2% -$21.8K 0.19% 86
2021
Q3
$1.01M Sell
18,755
-489
-3% -$26.4K 0.31% 77
2021
Q2
$1.08M Buy
19,244
+12
+0.1% +$672 0.32% 86
2021
Q1
$1.12M Sell
19,232
-183
-0.9% -$10.7K 0.41% 70
2020
Q4
$1.14M Buy
19,415
+833
+4% +$49K 0.45% 65
2020
Q3
$1.11M Buy
18,582
+223
+1% +$13.3K 0.58% 48
2020
Q2
$1.01M Buy
18,359
+229
+1% +$12.6K 0.71% 40
2020
Q1
$973K Buy
18,130
+834
+5% +$44.8K 0.96% 25
2019
Q4
$1.06M Buy
+17,296
New +$1.06M 0.89% 33