DAS
Dynamic Advisor Solutions’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.06M | Sell |
117,036
-3,859
| -3% | -$167K | 0.16% | 158 |
|
|
2025
Q1 | $5.48M | Buy |
+120,895
| New | +$5.48M | 0.18% | 133 |
|
|
2024
Q4 | – | Sell |
-117,445
| Closed | -$5.27M | – | 909 |
|
|
2024
Q3 | $5.27M | Sell |
117,445
-918
| -0.8% | -$41.2K | 0.16% | 161 |
|
|
2024
Q2 | $4.88M | Sell |
118,363
-8,403
| -7% | -$347K | 0.15% | 166 |
|
|
2024
Q1 | $5.32M | Sell |
126,766
-866
| -0.7% | -$36.3K | 0.18% | 154 |
|
|
2023
Q4 | $5.13M | Buy |
127,632
+1,616
| +1% | +$65K | 0.19% | 153 |
|
|
2023
Q3 | $4.08M | Sell |
126,016
-11,721
| -9% | -$380K | 0.19% | 150 |
|
|
2023
Q2 | $5.12M | Buy |
137,737
+2,523
| +2% | +$93.8K | 0.27% | 112 |
|
|
2023
Q1 | $5.26M | Buy |
135,214
+22,934
| +20% | +$892K | 0.31% | 85 |
|
|
2022
Q4 | $4.42M | Sell |
112,280
-15,028
| -12% | -$592K | 0.3% | 86 |
|
|
2022
Q3 | $4.83M | Buy |
127,308
+9,424
| +8% | +$358K | 0.37% | 59 |
|
|
2022
Q2 | $5.98M | Buy |
117,884
+10,244
| +10% | +$520K | 0.46% | 47 |
|
|
2022
Q1 | $5.48M | Buy |
107,640
+10,425
| +11% | +$531K | 0.38% | 57 |
|
|
2021
Q4 | $5.05M | Sell |
97,215
-8,862
| -8% | -$460K | 0.36% | 63 |
|
|
2021
Q3 | $5.73M | Buy |
106,077
+2,479
| +2% | +$134K | 0.43% | 50 |
|
|
2021
Q2 | $5.81M | Buy |
103,598
+280
| +0.3% | +$15.7K | 0.46% | 46 |
|
|
2021
Q1 | $6.01M | Buy |
103,318
+7,075
| +7% | +$411K | 0.56% | 37 |
|
|
2020
Q4 | $5.65M | Buy |
96,243
+6,002
| +7% | +$353K | 0.53% | 40 |
|
|
2020
Q3 | $5.37M | Buy |
90,241
+2,375
| +3% | +$141K | 0.61% | 27 |
|
|
2020
Q2 | $4.84M | Buy |
87,866
+7,336
| +9% | +$404K | 0.65% | 25 |
|
|
2020
Q1 | $4.33M | Sell |
80,530
-4,113
| -5% | -$221K | 0.79% | 19 |
|
|
2019
Q4 | $5.2M | Buy |
84,643
+987
| +1% | +$60.6K | 0.71% | 28 |
|
|
2019
Q3 | $5.05M | Sell |
83,656
-1,135
| -1% | -$68.5K | 0.78% | 25 |
|
|
2019
Q2 | $4.84M | Buy |
84,791
+8,768
| +12% | +$501K | 0.78% | 24 |
|
|
2019
Q1 | $4.5M | Sell |
76,023
-31,136
| -29% | -$1.84M | 0.85% | 22 |
|
|
2018
Q4 | $6.04M | Sell |
107,159
-3,873
| -3% | -$218K | 1.28% | 9 |
|
|
2018
Q3 | $5.93M | Sell |
111,032
-2,574
| -2% | -$137K | 1.23% | 9 |
|
|
2018
Q2 | $5.72M | Sell |
113,606
-1,114
| -1% | -$56K | 1.3% | 5 |
|
|
2018
Q1 | $5.49M | Buy |
114,720
+34,804
| +44% | +$1.66M | 1.41% | 6 |
|
|
2017
Q4 | $4.23M | Sell |
79,916
-36,319
| -31% | -$1.92M | 1.39% | 9 |
|
|
2017
Q3 | $5.75M | Sell |
116,235
-6,403
| -5% | -$317K | 2.27% | 1 |
|
|
2017
Q2 | $5.48M | Buy |
122,638
+3,348
| +3% | +$150K | 2.12% | 3 |
|
|
2017
Q1 | $5.82M | Buy |
119,290
+466
| +0.4% | +$22.7K | 2.27% | 4 |
|
|
2016
Q4 | $6.34M | Sell |
118,824
-6,722
| -5% | -$359K | 2.53% | 2 |
|
|
2016
Q3 | $6.53M | Buy |
125,546
+12,156
| +11% | +$632K | 2.47% | 2 |
|
|
2016
Q2 | $6.33M | Buy |
113,390
+6,657
| +6% | +$372K | 2.57% | 2 |
|
|
2016
Q1 | $5.77M | Sell |
106,733
-8,197
| -7% | -$443K | 2.45% | 2 |
|
|
2015
Q4 | $5.31M | Sell |
114,930
-2,981
| -3% | -$138K | 2.2% | 4 |
|
|
2015
Q3 | $5.13M | Buy |
117,911
+27,880
| +31% | +$1.21M | 2.59% | 2 |
|
|
2015
Q2 | $4.2M | Buy |
90,031
+175
| +0.2% | +$8.16K | 2.45% | 5 |
|
|
2015
Q1 | $4.37M | Buy |
89,856
+18,438
| +26% | +$897K | 2.19% | 3 |
|
|
2014
Q4 | $3.34M | Sell |
71,418
-4,150
| -5% | -$194K | 1.79% | 11 |
|
|
2014
Q3 | $3.76M | Buy |
75,568
+1,444
| +2% | +$71.8K | 2.04% | 5 |
|
|
2014
Q2 | $3.63M | Buy |
74,124
+56,463
| +320% | +$2.76M | 2.18% | 3 |
|
|
2014
Q1 | $840K | Sell |
17,661
-2,638
| -13% | -$125K | 0.57% | 54 |
|
|
2013
Q4 | $998K | Buy |
+20,299
| New | +$998K | 0.74% | 37 |
|