Arete 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 | $3.02M | Buy |
69,706
+1,204
| +2% | +$52.1K | 0.21% | 97 |
|
|
2025
Q1 | $3.11M | Buy |
68,502
+905
| +1% | +$41K | 0.24% | 93 |
|
|
2024
Q4 | $2.69M | Buy |
67,597
+3,161
| +5% | +$126K | 0.19% | 107 |
|
|
2024
Q3 | $2.89M | Sell |
64,436
-3,166
| -5% | -$142K | 0.25% | 86 |
|
|
2024
Q2 | $2.79M | Buy |
67,602
+499
| +0.7% | +$20.6K | 0.23% | 92 |
|
|
2024
Q1 | $2.82M | Buy |
67,103
+256
| +0.4% | +$10.7K | 0.26% | 90 |
|
|
2023
Q4 | $2.52M | Sell |
66,847
-1,526
| -2% | -$57.5K | 0.19% | 109 |
|
|
2023
Q3 | $2.22M | Sell |
68,373
-129
| -0.2% | -$4.18K | 0.38% | 61 |
|
|
2023
Q2 | $2.55M | Buy |
68,502
+8,141
| +13% | +$303K | 0.23% | 99 |
|
|
2023
Q1 | $2.35M | Buy |
60,361
+306
| +0.5% | +$11.9K | 0.19% | 104 |
|
|
2022
Q4 | $2.37B | Sell |
60,055
-317
| -0.5% | -$12.5M | 0.21% | 97 |
|
|
2022
Q3 | $2.29M | Buy |
60,372
+17,644
| +41% | +$670K | 0.22% | 91 |
|
|
2022
Q2 | $2.18M | Buy |
42,728
+8,482
| +25% | +$432K | 0.22% | 87 |
|
|
2022
Q1 | $1.74M | Buy |
34,246
+582
| +2% | +$29.6K | 0.15% | 131 |
|
|
2021
Q4 | $1.77M | Sell |
33,664
-2,335
| -6% | -$123K | 0.15% | 131 |
|
|
2021
Q3 | $1.95M | Buy |
35,999
+550
| +2% | +$29.7K | 0.21% | 97 |
|
|
2021
Q2 | $1.85M | Buy |
35,449
+406
| +1% | +$21.2K | 0.26% | 80 |
|
|
2021
Q1 | $2.04M | Buy |
35,043
+1,336
| +4% | +$77.7K | 0.26% | 90 |
|
|
2020
Q4 | $1.98M | Sell |
33,707
-718
| -2% | -$42.2K | 0.28% | 82 |
|
|
2020
Q3 | $2.04M | Buy |
34,425
+11,672
| +51% | +$692K | 0.31% | 80 |
|
|
2020
Q2 | $1.25M | Sell |
22,753
-10,117
| -31% | -$558K | 0.22% | 121 |
|
|
2020
Q1 | $1.76M | Sell |
32,870
-6,253
| -16% | -$335K | 0.35% | 65 |
|
|
2019
Q4 | $2.4M | Sell |
39,123
-902
| -2% | -$55.3K | 0.42% | 59 |
|
|
2019
Q3 | $2.42M | Buy |
40,025
+18
| +0% | +$1.09K | 0.46% | 54 |
|
|
2019
Q2 | $2.29M | Sell |
40,007
-3,603
| -8% | -$206K | 0.44% | 56 |
|
|
2019
Q1 | $2.58M | Buy |
43,610
+1,114
| +3% | +$65.9K | 0.54% | 47 |
|
|
2018
Q4 | $2.39M | Buy |
42,496
+6,922
| +19% | +$389K | 0.58% | 46 |
|
|
2018
Q3 | $1.9M | Sell |
35,574
-519
| -1% | -$27.7K | 0.42% | 60 |
|
|
2018
Q2 | $1.82M | Buy |
36,093
+20,238
| +128% | +$1.02M | 0.43% | 57 |
|
|
2018
Q1 | $758K | Buy |
15,855
+619
| +4% | +$29.6K | 0.25% | 111 |
|
|
2017
Q4 | $806K | Buy |
15,236
+1,193
| +8% | +$63.1K | 0.26% | 108 |
|
|
2017
Q3 | $695K | Buy |
14,043
+2,460
| +21% | +$122K | 0.28% | 114 |
|
|
2017
Q2 | $517K | Sell |
11,583
-7,994
| -41% | -$357K | 0.24% | 118 |
|
|
2017
Q1 | $954K | Buy |
19,577
+10,779
| +123% | +$525K | 0.42% | 59 |
|
|
2016
Q4 | $470K | Sell |
8,798
-14,836
| -63% | -$793K | 0.22% | 101 |
|
|
2016
Q3 | $1.23M | Sell |
23,634
-205
| -0.9% | -$10.7K | 0.7% | 32 |
|
|
2016
Q2 | $1.33M | Buy |
23,839
+15,999
| +204% | +$893K | 0.84% | 27 |
|
|
2016
Q1 | $424K | Buy |
7,840
+691
| +10% | +$37.4K | 0.25% | 74 |
|
|
2015
Q4 | $330K | Buy |
7,149
+2
| +0% | +$92 | 0.2% | 87 |
|
|
2015
Q3 | $311K | Sell |
7,147
-7,034
| -50% | -$306K | 0.24% | 85 |
|
|
2015
Q2 | $661K | Sell |
14,181
-185
| -1% | -$8.62K | 0.45% | 52 |
|
|
2015
Q1 | $699K | Buy |
14,366
+7,471
| +108% | +$364K | 0.45% | 54 |
|
|
2014
Q4 | $323K | Sell |
6,895
-100
| -1% | -$4.69K | 0.23% | 92 |
|
|
2014
Q3 | $350K | Buy |
6,995
+739
| +12% | +$37K | 0.26% | 79 |
|
|
2014
Q2 | $306K | Buy |
6,256
+1
| +0% | +$49 | 0.24% | 90 |
|
|
2014
Q1 | $298K | Sell |
6,255
-171
| -3% | -$8.15K | 0.28% | 76 |
|
|
2013
Q4 | $316K | Buy |
+6,426
| New | +$316K | 0.31% | 70 |
|