Encompass 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 | $552K | Buy |
12,764
+123
| +1% | +$5.32K | 0.2% | 56 |
|
|
2025
Q1 | $573K | Buy |
12,641
+51
| +0.4% | +$2.31K | 0.23% | 55 |
|
|
2024
Q4 | $503K | Buy |
12,590
+85
| +0.7% | +$3.4K | 0.2% | 59 |
|
|
2024
Q3 | $562K | Buy |
12,505
+250
| +2% | +$11.2K | 0.14% | 136 |
|
|
2024
Q2 | $505K | Buy |
12,255
+2,289
| +23% | +$94.4K | 0.13% | 136 |
|
|
2024
Q1 | $418K | Sell |
9,966
-2,149
| -18% | -$90.2K | 0.11% | 159 |
|
|
2023
Q4 | $457K | Sell |
12,115
-25
| -0.2% | -$943 | 0.14% | 135 |
|
|
2023
Q3 | $393K | Sell |
12,140
-655
| -5% | -$21.2K | 0.13% | 135 |
|
|
2023
Q2 | $476K | Sell |
12,795
-93
| -0.7% | -$3.46K | 0.15% | 119 |
|
|
2023
Q1 | $501K | Buy |
12,888
+564
| +5% | +$21.9K | 0.17% | 105 |
|
|
2022
Q4 | $486K | Buy |
12,324
+44
| +0.4% | +$1.73K | 0.18% | 106 |
|
|
2022
Q3 | $466K | Sell |
12,280
-449
| -4% | -$17K | 0.18% | 106 |
|
|
2022
Q2 | $646K | Sell |
12,729
-423
| -3% | -$21.5K | 0.23% | 77 |
|
|
2022
Q1 | $670K | Sell |
13,152
-1
| -0% | -$51 | 0.17% | 103 |
|
|
2021
Q4 | $683K | Buy |
13,153
+582
| +5% | +$30.2K | 0.17% | 103 |
|
|
2021
Q3 | $678K | Hold |
12,571
| – | – | 0.18% | 102 |
|
|
2021
Q2 | $704K | Sell |
12,571
-2,000
| -14% | -$112K | 0.17% | 104 |
|
|
2021
Q1 | $853K | Buy |
14,571
+805
| +6% | +$47.1K | 0.22% | 90 |
|
|
2020
Q4 | $809K | Buy |
+13,766
| New | +$809K | 0.47% | 47 |
|