Arkadios 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 | $8.33M | Buy |
192,479
+23,292
| +14% | +$1.01M | 0.25% | 80 |
|
2025
Q1 | $7.67M | Buy |
169,187
+63,523
| +60% | +$2.88M | 0.29% | 68 |
|
2024
Q4 | $4.23M | Buy |
105,664
+1,087
| +1% | +$43.5K | 0.23% | 95 |
|
2024
Q3 | $4.7M | Buy |
104,577
+5,886
| +6% | +$264K | 0.27% | 83 |
|
2024
Q2 | $4.07M | Buy |
98,691
+12,443
| +14% | +$513K | 0.27% | 72 |
|
2024
Q1 | $3.62M | Buy |
86,248
+2,724
| +3% | +$114K | 0.28% | 85 |
|
2023
Q4 | $3.15M | Sell |
83,524
-98
| -0.1% | -$3.7K | 0.27% | 93 |
|
2023
Q3 | $2.71M | Buy |
83,622
+12,944
| +18% | +$420K | 0.26% | 98 |
|
2023
Q2 | $2.63M | Sell |
70,678
-2,766
| -4% | -$103K | 0.31% | 79 |
|
2023
Q1 | $2.86M | Sell |
73,444
-608
| -0.8% | -$23.6K | 0.34% | 75 |
|
2022
Q4 | $2.92M | Buy |
74,052
+17,999
| +32% | +$709K | 0.39% | 72 |
|
2022
Q3 | $2.13M | Buy |
56,053
+9,547
| +21% | +$362K | 0.32% | 82 |
|
2022
Q2 | $2.36M | Buy |
46,506
+2,185
| +5% | +$111K | 0.35% | 72 |
|
2022
Q1 | $2.26M | Sell |
44,321
-24,297
| -35% | -$1.24M | 0.3% | 86 |
|
2021
Q4 | $3.57M | Buy |
68,618
+12,578
| +22% | +$653K | 0.47% | 46 |
|
2021
Q3 | $3.03M | Sell |
56,040
-5,875
| -9% | -$317K | 0.44% | 51 |
|
2021
Q2 | $3.47M | Buy |
61,915
+28,027
| +83% | +$1.57M | 0.42% | 56 |
|
2021
Q1 | $1.97M | Buy |
33,888
+9,871
| +41% | +$574K | 0.32% | 77 |
|
2020
Q4 | $1.41M | Buy |
24,017
+6,889
| +40% | +$405K | 0.3% | 89 |
|
2020
Q3 | $994K | Sell |
17,128
-14
| -0.1% | -$813 | 0.5% | 46 |
|
2020
Q2 | $950K | Buy |
17,142
+2,206
| +15% | +$122K | 0.53% | 38 |
|
2020
Q1 | $802K | Buy |
14,936
+2,366
| +19% | +$127K | 0.51% | 44 |
|
2019
Q4 | $737K | Buy |
+12,570
| New | +$737K | 0.44% | 53 |
|