AO
Advisor OS’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Buy |
16,070
+1,728
| +12% | +$74.8K | 0.07% | 202 |
|
|
2025
Q1 | $651K | Sell |
14,342
-368
| -3% | -$16.7K | 0.07% | 189 |
|
|
2024
Q4 | $588K | Buy |
14,710
+401
| +3% | +$16K | 0.07% | 198 |
|
|
2024
Q3 | $643K | Buy |
14,309
+1,641
| +13% | +$73.7K | 0.06% | 222 |
|
|
2024
Q2 | $522K | Sell |
12,668
-4,268
| -25% | -$176K | 0.06% | 242 |
|
|
2024
Q1 | $711K | Buy |
16,936
+4,775
| +39% | +$200K | 0.08% | 197 |
|
|
2023
Q4 | $458K | Buy |
12,161
+398
| +3% | +$15K | 0.06% | 219 |
|
|
2023
Q3 | $381K | Sell |
11,763
-21,125
| -64% | -$685K | 0.06% | 207 |
|
|
2023
Q2 | $1.22M | Buy |
32,888
+9,746
| +42% | +$362K | 0.2% | 99 |
|
|
2023
Q1 | $900K | Buy |
23,142
+134
| +0.6% | +$5.21K | 0.22% | 116 |
|
|
2022
Q4 | $907K | Buy |
23,008
+9,019
| +64% | +$355K | 0.24% | 98 |
|
|
2022
Q3 | $531K | Sell |
13,989
-2,997
| -18% | -$114K | 0.16% | 129 |
|
|
2022
Q2 | $862K | Buy |
16,986
+5,755
| +51% | +$292K | 0.25% | 93 |
|
|
2022
Q1 | $573K | Buy |
11,231
+2,246
| +25% | +$115K | 0.17% | 130 |
|
|
2021
Q4 | $466K | Buy |
8,985
+890
| +11% | +$46.2K | 0.1% | 178 |
|
|
2021
Q3 | $437K | Buy |
8,095
+961
| +13% | +$51.9K | 0.1% | 161 |
|
|
2021
Q2 | $401K | Buy |
7,134
+2,771
| +64% | +$156K | 0.08% | 158 |
|
|
2021
Q1 | $253K | Sell |
4,363
-772
| -15% | -$44.8K | 0.06% | 175 |
|
|
2020
Q4 | $302K | Sell |
5,135
-836
| -14% | -$49.2K | 0.08% | 107 |
|
|
2020
Q3 | $356K | Sell |
5,971
-2,865
| -32% | -$171K | 0.15% | 68 |
|
|
2020
Q2 | $487K | Buy |
+8,836
| New | +$487K | 0.29% | 70 |
|