Compass Ion 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 | $635K | Buy |
14,672
+66
| +0.5% | +$2.86K | 0.07% | 149 |
|
|
2025
Q1 | $663K | Sell |
14,606
-153
| -1% | -$6.94K | 0.08% | 140 |
|
|
2024
Q4 | $590K | Sell |
14,759
-1,456
| -9% | -$58.2K | 0.07% | 150 |
|
|
2024
Q3 | $728K | Sell |
16,215
-1,003
| -6% | -$45K | 0.09% | 122 |
|
|
2024
Q2 | $722K | Hold |
17,218
| – | – | 0.1% | 107 |
|
|
2024
Q1 | $722K | Buy |
17,218
+149
| +0.9% | +$6.25K | 0.1% | 108 |
|
|
2023
Q4 | $644K | Sell |
17,069
-2,300
| -12% | -$86.7K | 0.1% | 119 |
|
|
2023
Q3 | $628K | Buy |
+19,369
| New | +$628K | 0.11% | 123 |
|
|
2022
Q3 | – | Sell |
-4,680
| Closed | -$238K | – | 82 |
|
|
2022
Q2 | $238K | Buy |
4,680
+43
| +0.9% | +$2.19K | 0.07% | 66 |
|
|
2022
Q1 | $236K | Sell |
4,637
-11,474
| -71% | -$584K | 0.07% | 76 |
|
|
2021
Q4 | $837K | Buy |
16,111
+11,702
| +265% | +$608K | 0.27% | 42 |
|
|
2021
Q3 | $238K | Sell |
4,409
-310
| -7% | -$16.7K | 0.09% | 78 |
|
|
2021
Q2 | $264K | Sell |
4,719
-715
| -13% | -$40K | 0.1% | 69 |
|
|
2021
Q1 | $316K | Sell |
5,434
-1,417
| -21% | -$82.4K | 0.13% | 64 |
|
|
2020
Q4 | $403K | Buy |
6,851
+135
| +2% | +$7.94K | 0.16% | 50 |
|
|
2020
Q3 | $400K | Buy |
6,716
+112
| +2% | +$6.67K | 0.25% | 44 |
|
|
2020
Q2 | $364K | Buy |
6,604
+148
| +2% | +$8.16K | 0.32% | 38 |
|
|
2020
Q1 | $347K | Sell |
6,456
-1,132
| -15% | -$60.8K | 0.31% | 30 |
|
|
2019
Q4 | $466K | Buy |
+7,588
| New | +$466K | 0.24% | 30 |
|