Exencial Wealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.68M | Buy |
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|
2025
Q2 | $2.49M | Sell |
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|
2025
Q1 | $2.81M | Sell |
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|
2024
Q4 | $2.49M | Sell |
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|
2024
Q3 | $2.91M | Sell |
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|
2024
Q2 | $3.08M | Sell |
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|
2024
Q1 | $3.23M | Sell |
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|
2023
Q4 | $3.01M | Sell |
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|
2023
Q3 | $2.62M | Sell |
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|
2023
Q2 | $3.45M | Sell |
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|
2023
Q1 | $3.67M | Sell |
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|
2022
Q4 | $3.83M | Buy |
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|
2022
Q3 | $3.5M | Sell |
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|
2022
Q2 | $4.9M | Sell |
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|
2022
Q1 | $4.96M | Buy |
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|
2021
Q4 | $4.77M | Sell |
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|
2021
Q3 | $8.69M | Sell |
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|
2021
Q2 | $16.2M | Buy |
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|
2021
Q1 | $16.7M | Buy |
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|
2020
Q4 | $16.4M | Sell |
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|
2020
Q3 | $28.3M | Buy |
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|
2020
Q2 | $14.8M | Buy |
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|
2020
Q1 | $4.25M | Buy |
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|
2019
Q4 | $4.83M | Buy |
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|
2019
Q3 | $4.67M | Buy |
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|
2019
Q2 | $4.15M | Sell |
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|
2019
Q1 | $4.42M | Sell |
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|
2018
Q4 | $4.21M | Buy |
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|
2018
Q3 | $3.93M | Sell |
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|
2018
Q2 | $3.81M | Sell |
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|
2018
Q1 | $3.65M | Sell |
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|
2017
Q4 | $4.21M | Sell |
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|
2017
Q3 | $4.03M | Sell |
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|
2017
Q2 | $3.65M | Buy |
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|
2017
Q1 | $3.95M | Sell |
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|
2016
Q4 | $4.34M | Buy |
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|
2016
Q3 | $3.79M | Buy |
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|
2016
Q2 | $4.34M | Buy |
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|
2016
Q1 | $4.1M | Buy |
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|
2015
Q4 | $3.28M | Buy |
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|
2015
Q3 | $3.13M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $3.62M | Buy |
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|
2014
Q4 | $3.38M | Buy |
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|
2014
Q3 | $3.36M | Buy |
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|
2014
Q2 | $2.54M | Buy |
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|
2014
Q1 | $2.38M | Buy |
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|
2013
Q4 | $2.06M | Sell |
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|
2013
Q3 | $2.2M | Sell |
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|
2013
Q2 | $2.24M | Buy |
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