Acorn Wealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Sell |
6,475
-735
| -10% | -$31.8K | 0.1% | 196 |
|
|
2025
Q1 | $327K | Sell |
7,210
-187
| -3% | -$8.48K | 0.14% | 152 |
|
|
2024
Q4 | $296K | Buy |
7,397
+12
| +0.2% | +$480 | 0.12% | 169 |
|
|
2024
Q3 | $332K | Sell |
7,385
-579
| -7% | -$26K | 0.14% | 151 |
|
|
2024
Q2 | $328K | Sell |
7,964
-1,933
| -20% | -$79.7K | 0.16% | 134 |
|
|
2024
Q1 | $415K | Buy |
9,897
+391
| +4% | +$16.4K | 0.22% | 99 |
|
|
2023
Q4 | $358K | Sell |
9,506
-82
| -0.9% | -$3.09K | 0.21% | 105 |
|
|
2023
Q3 | $311K | Sell |
9,588
-225
| -2% | -$7.29K | 0.21% | 111 |
|
|
2023
Q2 | $365K | Sell |
9,813
-1
| -0% | -$37 | 0.25% | 98 |
|
|
2023
Q1 | $382K | Buy |
9,814
+1,064
| +12% | +$41.4K | 0.28% | 90 |
|
|
2022
Q4 | $345K | Sell |
8,750
-506
| -5% | -$20K | 0.26% | 90 |
|
|
2022
Q3 | $351K | Sell |
9,256
-819
| -8% | -$31.1K | 0.29% | 86 |
|
|
2022
Q2 | $511K | Buy |
10,075
+1,023
| +11% | +$51.9K | 0.4% | 61 |
|
|
2022
Q1 | $461K | Buy |
9,052
+153
| +2% | +$7.79K | 0.32% | 79 |
|
|
2021
Q4 | $462K | Sell |
8,899
-897
| -9% | -$46.6K | 0.29% | 85 |
|
|
2021
Q3 | $529K | Sell |
9,796
-77
| -0.8% | -$4.16K | 0.37% | 63 |
|
|
2021
Q2 | $553K | Sell |
9,873
-937
| -9% | -$52.5K | 0.38% | 61 |
|
|
2021
Q1 | $629K | Sell |
10,810
-584
| -5% | -$34K | 0.45% | 54 |
|
|
2020
Q4 | $669K | Buy |
11,394
+1,011
| +10% | +$59.4K | 0.53% | 44 |
|
|
2020
Q3 | $618K | Sell |
10,383
-536
| -5% | -$31.9K | 0.54% | 44 |
|
|
2020
Q2 | $602K | Buy |
10,919
+475
| +5% | +$26.2K | 0.56% | 42 |
|
|
2020
Q1 | $587K | Buy |
10,444
+537
| +5% | +$30.2K | 0.66% | 35 |
|
|
2019
Q4 | $593K | Buy |
9,907
+107
| +1% | +$6.41K | 0.5% | 42 |
|
|
2019
Q3 | $582K | Sell |
9,800
-106
| -1% | -$6.3K | 0.5% | 41 |
|
|
2019
Q2 | $556K | Sell |
9,906
-925
| -9% | -$51.9K | 0.51% | 40 |
|
|
2019
Q1 | $635K | Buy |
10,831
+6
| +0.1% | +$352 | 0.57% | 36 |
|
|
2018
Q4 | $617K | Buy |
10,825
+9
| +0.1% | +$513 | 0.63% | 34 |
|
|
2018
Q3 | $602K | Sell |
10,816
-441
| -4% | -$24.5K | 0.59% | 38 |
|
|
2018
Q2 | $568K | Buy |
11,257
+13
| +0.1% | +$656 | 0.48% | 37 |
|
|
2018
Q1 | $569K | Buy |
11,244
+34
| +0.3% | +$1.72K | 0.49% | 36 |
|
|
2017
Q4 | $586K | Buy |
+11,210
| New | +$586K | 0.53% | 33 |
|