Allworth Financial’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9M | Buy |
390,603
+51,804
| +15% | +$2.24M | 0.08% | 142 |
|
|
2025
Q1 | $14.5M | Buy |
338,799
+13,747
| +4% | +$589K | 0.08% | 140 |
|
|
2024
Q4 | $12.7M | Buy |
325,052
+181,074
| +126% | +$7.05M | 0.07% | 145 |
|
|
2024
Q3 | $6.47M | Sell |
143,978
-1,730
| -1% | -$77.7K | 0.04% | 182 |
|
|
2024
Q2 | $6.06M | Sell |
145,708
-393
| -0.3% | -$16.4K | 0.04% | 192 |
|
|
2024
Q1 | $6.13M | Buy |
146,101
+24,011
| +20% | +$1.01M | 0.04% | 171 |
|
|
2023
Q4 | $4.6M | Buy |
122,090
+26,267
| +27% | +$990K | 0.04% | 193 |
|
|
2023
Q3 | $3.11M | Buy |
95,823
+1,794
| +2% | +$58.1K | 0.03% | 225 |
|
|
2023
Q2 | $3.5M | Sell |
94,029
-13,705
| -13% | -$510K | 0.03% | 213 |
|
|
2023
Q1 | $4.19M | Buy |
107,734
+14,001
| +15% | +$545K | 0.04% | 174 |
|
|
2022
Q4 | $3.69M | Sell |
93,733
-3,265
| -3% | -$129K | 0.04% | 178 |
|
|
2022
Q3 | $3.68M | Sell |
96,998
-12,586
| -11% | -$478K | 0.05% | 164 |
|
|
2022
Q2 | $5.56M | Buy |
109,584
+18,898
| +21% | +$959K | 0.08% | 123 |
|
|
2022
Q1 | $4.62M | Buy |
90,686
+15,813
| +21% | +$806K | 0.06% | 147 |
|
|
2021
Q4 | $3.89M | Sell |
74,873
-9,523
| -11% | -$495K | 0.06% | 141 |
|
|
2021
Q3 | $4.56M | Buy |
84,396
+43,833
| +108% | +$2.37M | 0.08% | 109 |
|
|
2021
Q2 | $2.27M | Buy |
40,563
+804
| +2% | +$45.1K | 0.04% | 124 |
|
|
2021
Q1 | $2.31M | Buy |
39,759
+1,914
| +5% | +$111K | 0.05% | 107 |
|
|
2020
Q4 | $2.22M | Sell |
37,845
-42
| -0.1% | -$2.47K | 0.06% | 76 |
|
|
2020
Q3 | $2.25M | Sell |
37,887
-669
| -2% | -$39.8K | 0.07% | 63 |
|
|
2020
Q2 | $2.13M | Sell |
38,556
-28
| -0.1% | -$1.54K | 0.07% | 61 |
|
|
2020
Q1 | $2.07M | Buy |
38,584
+2,159
| +6% | +$116K | 0.07% | 69 |
|
|
2019
Q4 | $2.24M | Buy |
36,425
+2,608
| +8% | +$160K | 0.08% | 50 |
|
|
2019
Q3 | $2.04M | Sell |
33,817
-463
| -1% | -$27.9K | 0.08% | 50 |
|
|
2019
Q2 | $1.96M | Sell |
34,280
-604
| -2% | -$34.5K | 0.08% | 51 |
|
|
2019
Q1 | $2.06M | Buy |
34,884
+5,167
| +17% | +$306K | 0.09% | 46 |
|
|
2018
Q4 | $1.67M | Buy |
29,717
+2,042
| +7% | +$115K | 0.08% | 51 |
|
|
2018
Q3 | $1.48M | Sell |
27,675
-647
| -2% | -$34.6K | 0.07% | 54 |
|
|
2018
Q2 | $1.43M | Buy |
28,322
+3,404
| +14% | +$171K | 0.07% | 57 |
|
|
2018
Q1 | $1.19M | Buy |
24,918
+416
| +2% | +$19.9K | 0.09% | 34 |
|
|
2017
Q4 | $1.3M | Sell |
24,502
-190
| -0.8% | -$10.1K | 0.1% | 29 |
|
|
2017
Q3 | $1.22M | Buy |
24,692
+338
| +1% | +$16.7K | 0.1% | 29 |
|
|
2017
Q2 | $1.09M | Sell |
24,354
-512
| -2% | -$22.9K | 0.1% | 32 |
|
|
2017
Q1 | $1.21M | Buy |
24,866
+358
| +1% | +$17.4K | 0.11% | 29 |
|
|
2016
Q4 | $1.31M | Sell |
24,508
-41
| -0.2% | -$2.19K | 0.13% | 26 |
|
|
2016
Q3 | $1.28M | Buy |
24,549
+1,067
| +5% | +$55.5K | 0.13% | 26 |
|
|
2016
Q2 | $1.31M | Buy |
23,482
+1,531
| +7% | +$85.5K | 0.15% | 25 |
|
|
2016
Q1 | $1.19M | Buy |
21,951
+1,242
| +6% | +$67.2K | 0.15% | 32 |
|
|
2015
Q4 | $957K | Sell |
20,709
-413
| -2% | -$19.1K | 0.17% | 34 |
|
|
2015
Q3 | $919K | Buy |
21,122
+371
| +2% | +$16.1K | 0.33% | 31 |
|
|
2015
Q2 | $967K | Buy |
20,751
+1,786
| +9% | +$83.2K | 0.35% | 28 |
|
|
2015
Q1 | $922K | Sell |
18,965
-815
| -4% | -$39.6K | 0.34% | 28 |
|
|
2014
Q4 | $925K | Sell |
19,780
-454
| -2% | -$21.2K | 0.35% | 24 |
|
|
2014
Q3 | $1.01M | Buy |
20,234
+877
| +5% | +$43.8K | 0.39% | 20 |
|
|
2014
Q2 | $947K | Sell |
19,357
-855
| -4% | -$41.8K | 0.43% | 15 |
|
|
2014
Q1 | $961K | Buy |
20,212
+8,373
| +71% | +$398K | 0.42% | 16 |
|
|
2013
Q4 | $582K | Sell |
11,839
-4,532
| -28% | -$223K | 0.29% | 26 |
|
|
2013
Q3 | $764K | Buy |
16,371
+652
| +4% | +$30.4K | 0.4% | 20 |
|
|
2013
Q2 | $791K | Buy |
+15,719
| New | +$791K | 0.44% | 20 |
|