Fiducient 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 | – | Sell |
-16,488
| Closed | -$748K | – | 177 |
|
|
2025
Q1 | $748K | Buy |
+16,488
| New | +$748K | 0.09% | 82 |
|
|
2022
Q3 | – | Sell |
-5,740
| Closed | -$291K | – | 85 |
|
|
2022
Q2 | $291K | Buy |
5,740
+457
| +9% | +$23.2K | 0.11% | 70 |
|
|
2022
Q1 | $269K | Sell |
5,283
-175
| -3% | -$8.91K | 0.1% | 54 |
|
|
2021
Q4 | $284K | Buy |
5,458
+66
| +1% | +$3.43K | 0.09% | 49 |
|
|
2021
Q3 | $291K | Sell |
5,392
-370
| -6% | -$20K | 0.09% | 77 |
|
|
2021
Q2 | $323K | Sell |
5,762
-80
| -1% | -$4.49K | 0.1% | 55 |
|
|
2021
Q1 | $340K | Sell |
5,842
-1,765
| -23% | -$103K | 0.11% | 54 |
|
|
2020
Q4 | $447K | Buy |
7,607
+2,034
| +36% | +$120K | 0.17% | 43 |
|
|
2020
Q3 | $332K | Hold |
5,573
| – | – | 0.19% | 16 |
|
|
2020
Q2 | $307K | Sell |
5,573
-400
| -7% | -$22K | 0.19% | 17 |
|
|
2020
Q1 | $321K | Hold |
5,973
| – | – | 0.19% | 18 |
|
|
2019
Q4 | $367K | Hold |
5,973
| – | – | 0.2% | 17 |
|
|
2019
Q3 | $361K | Hold |
5,973
| – | – | 0.21% | 16 |
|
|
2019
Q2 | $341K | Sell |
5,973
-60
| -1% | -$3.43K | 0.2% | 18 |
|
|
2019
Q1 | $357K | Hold |
6,033
| – | – | 0.18% | 18 |
|
|
2018
Q4 | $339K | Hold |
6,033
| – | – | 0.19% | 19 |
|
|
2018
Q3 | $322K | Hold |
6,033
| – | – | 0.16% | 19 |
|
|
2018
Q2 | $304K | Sell |
6,033
-1,385
| -19% | -$69.8K | 0.15% | 19 |
|
|
2018
Q1 | $355K | Buy |
+7,418
| New | +$355K | 0.18% | 17 |
|