Financial Engines 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 | $1.83M | Buy |
42,214
+2,699
| +7% | +$117K | ﹤0.01% | 229 |
|
|
2025
Q1 | $1.79M | Sell |
39,515
-3,124
| -7% | -$142K | ﹤0.01% | 198 |
|
|
2024
Q4 | $1.71M | Buy |
42,639
+17,580
| +70% | +$703K | ﹤0.01% | 211 |
|
|
2024
Q3 | $1.13M | Buy |
+25,059
| New | +$1.13M | ﹤0.01% | 226 |
|
|
2024
Q2 | – | Sell |
-27,726
| Closed | -$1.16M | – | 368 |
|
|
2024
Q1 | $1.16M | Sell |
27,726
-4,980
| -15% | -$209K | ﹤0.01% | 189 |
|
|
2023
Q4 | $1.23M | Buy |
32,706
+2,656
| +9% | +$100K | ﹤0.01% | 176 |
|
|
2023
Q3 | $974K | Buy |
30,050
+1,140
| +4% | +$36.9K | ﹤0.01% | 168 |
|
|
2023
Q2 | $1.08M | Sell |
28,910
-916
| -3% | -$34.1K | ﹤0.01% | 166 |
|
|
2023
Q1 | $1.16M | Sell |
29,826
-69
| -0.2% | -$2.68K | ﹤0.01% | 169 |
|
|
2022
Q4 | $1.18M | Sell |
29,895
-1,979
| -6% | -$78K | ﹤0.01% | 157 |
|
|
2022
Q3 | $1.21M | Sell |
31,874
-705
| -2% | -$26.8K | ﹤0.01% | 145 |
|
|
2022
Q2 | $1.65M | Buy |
32,579
+3,366
| +12% | +$171K | 0.01% | 127 |
|
|
2022
Q1 | $1.49M | Buy |
29,213
+20,944
| +253% | +$1.07M | ﹤0.01% | 130 |
|
|
2021
Q4 | $430K | Sell |
8,269
-3,155
| -28% | -$164K | ﹤0.01% | 175 |
|
|
2021
Q3 | $617K | Buy |
11,424
+744
| +7% | +$40.2K | ﹤0.01% | 154 |
|
|
2021
Q2 | $598K | Sell |
10,680
-1,101
| -9% | -$61.6K | ﹤0.01% | 129 |
|
|
2021
Q1 | $685K | Buy |
11,781
+624
| +6% | +$36.3K | ﹤0.01% | 144 |
|
|
2020
Q4 | $656K | Sell |
11,157
-21
| -0.2% | -$1.24K | ﹤0.01% | 146 |
|
|
2020
Q3 | $665K | Buy |
11,178
+2,532
| +29% | +$151K | ﹤0.01% | 142 |
|
|
2020
Q2 | $477K | Buy |
8,646
+1,567
| +22% | +$86.5K | ﹤0.01% | 137 |
|
|
2020
Q1 | $380K | Sell |
7,079
-714
| -9% | -$38.3K | ﹤0.01% | 122 |
|
|
2019
Q4 | $479K | Buy |
7,793
+1,112
| +17% | +$68.4K | ﹤0.01% | 110 |
|
|
2019
Q3 | $403K | Buy |
+6,681
| New | +$403K | ﹤0.01% | 106 |
|
|
2018
Q4 | – | Sell |
-40
| Closed | -$2K | – | 179 |
|
|
2018
Q3 | $2K | Sell |
40
-2
| -5% | -$100 | ﹤0.01% | 149 |
|
|
2018
Q2 | $2K | Sell |
42
-1
| -2% | -$48 | ﹤0.01% | 131 |
|
|
2018
Q1 | $2K | Sell |
43
-108
| -72% | -$5.02K | ﹤0.01% | 123 |
|
|
2017
Q4 | $8K | Buy |
+151
| New | +$8K | ﹤0.01% | 111 |
|