Adero Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $290K | Sell |
6,390
-137
| -2% | -$6.22K | 0.02% | 183 |
|
|
2024
Q4 | $261K | Buy |
6,527
+1,380
| +27% | +$55.2K | 0.02% | 192 |
|
|
2024
Q3 | $231K | Buy |
+5,147
| New | +$231K | 0.02% | 202 |
|
|
2021
Q3 | – | Sell |
-3,583
| Closed | -$201K | – | 147 |
|
|
2021
Q2 | $201K | Buy |
3,583
+26
| +0.7% | +$1.46K | 0.05% | 133 |
|
|
2021
Q1 | $207K | Buy |
+3,557
| New | +$207K | 0.09% | 113 |
|
|
2020
Q4 | – | Sell |
-4,210
| Closed | -$250K | – | 95 |
|
|
2020
Q3 | $250K | Sell |
4,210
-250
| -6% | -$14.8K | 0.2% | 73 |
|
|
2020
Q2 | $246K | Sell |
4,460
-180
| -4% | -$9.93K | 0.26% | 63 |
|
|
2020
Q1 | $249K | Buy |
+4,640
| New | +$249K | 0.41% | 55 |
|