Avidian Wealth Enterprises’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $622K | Buy |
14,368
+795
| +6% | +$34.4K | 0.03% | 288 |
|
|
2025
Q1 | $616K | Buy |
13,573
+1,099
| +9% | +$49.9K | 0.03% | 270 |
|
|
2024
Q4 | $499K | Sell |
12,474
-1,833
| -13% | -$73.3K | 0.02% | 295 |
|
|
2024
Q3 | $643K | Sell |
14,307
-500
| -3% | -$22.5K | 0.03% | 255 |
|
|
2024
Q2 | $611K | Buy |
14,807
+1,406
| +10% | +$58K | 0.03% | 243 |
|
|
2024
Q1 | $562K | Sell |
13,401
-4,077
| -23% | -$171K | 0.03% | 243 |
|
|
2023
Q4 | $659K | Sell |
17,478
-2,808
| -14% | -$106K | 0.04% | 215 |
|
|
2023
Q3 | $657K | Buy |
20,286
+1,020
| +5% | +$33.1K | 0.05% | 209 |
|
|
2023
Q2 | $716K | Sell |
19,266
-9,557
| -33% | -$355K | 0.05% | 219 |
|
|
2023
Q1 | $1.12M | Buy |
28,823
+2,702
| +10% | +$105K | 0.06% | 183 |
|
|
2022
Q4 | $1.03M | Buy |
26,121
+2,593
| +11% | +$102K | 0.07% | 171 |
|
|
2022
Q3 | $893K | Sell |
23,528
-2,716
| -10% | -$103K | 0.06% | 160 |
|
|
2022
Q2 | $1.33M | Sell |
26,244
-1,483
| -5% | -$75.3K | 0.09% | 138 |
|
|
2022
Q1 | $1.41M | Sell |
27,727
-960
| -3% | -$48.9K | 0.09% | 144 |
|
|
2021
Q4 | $1.49M | Sell |
28,687
-1,161
| -4% | -$60.3K | 0.09% | 138 |
|
|
2021
Q3 | $1.61M | Buy |
29,848
+2,301
| +8% | +$124K | 0.12% | 98 |
|
|
2021
Q2 | $1.54M | Buy |
27,547
+1,119
| +4% | +$62.7K | 0.12% | 102 |
|
|
2021
Q1 | $1.54M | Sell |
26,428
-141
| -0.5% | -$8.2K | 0.13% | 94 |
|
|
2020
Q4 | $1.56M | Buy |
26,569
+2,732
| +11% | +$161K | 0.15% | 90 |
|
|
2020
Q3 | $1.42M | Buy |
23,837
+1,901
| +9% | +$113K | 0.16% | 84 |
|
|
2020
Q2 | $1.21M | Buy |
21,936
+8,927
| +69% | +$492K | 0.16% | 81 |
|
|
2020
Q1 | $699K | Buy |
13,009
+2,828
| +28% | +$152K | 0.11% | 88 |
|
|
2019
Q4 | $625K | Buy |
10,181
+4,276
| +72% | +$262K | 0.09% | 96 |
|
|
2019
Q3 | $356K | Buy |
5,905
+771
| +15% | +$46.5K | 0.06% | 129 |
|
|
2019
Q2 | $293K | Buy |
+5,134
| New | +$293K | 0.07% | 108 |
|
|
2016
Q2 | – | Sell |
-4,485
| Closed | -$243K | – | 93 |
|
|
2016
Q1 | $243K | Buy |
+4,485
| New | +$243K | 0.13% | 61 |
|