FRG Family 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 | $628K | Buy |
14,517
+250
| +2% | +$10.8K | 0.11% | 98 |
|
|
2025
Q1 | $647K | Sell |
14,267
-2,996
| -17% | -$136K | 0.13% | 96 |
|
|
2024
Q4 | $690K | Sell |
17,263
-490
| -3% | -$19.6K | 0.13% | 94 |
|
|
2024
Q3 | $797K | Sell |
17,753
-400
| -2% | -$18K | 0.14% | 91 |
|
|
2024
Q2 | $731K | Sell |
18,153
-1,965
| -10% | -$79.1K | 0.14% | 90 |
|
|
2024
Q1 | $794K | Sell |
20,118
-6,408
| -24% | -$253K | 0.16% | 88 |
|
|
2023
Q4 | $1M | Sell |
26,526
-9,760
| -27% | -$368K | 0.2% | 73 |
|
|
2023
Q3 | $1.18M | Sell |
36,286
-5,153
| -12% | -$167K | 0.27% | 64 |
|
|
2023
Q2 | $1.54M | Buy |
41,439
+421
| +1% | +$15.7K | 0.34% | 54 |
|
|
2023
Q1 | $1.6M | Sell |
41,018
-1,960
| -5% | -$76.2K | 0.36% | 53 |
|
|
2022
Q4 | $1.69M | Sell |
42,978
-12,041
| -22% | -$474K | 0.4% | 49 |
|
|
2022
Q3 | $2.09M | Sell |
55,019
-6,218
| -10% | -$236K | 0.52% | 43 |
|
|
2022
Q2 | $3.11M | Hold |
61,237
| – | – | 0.72% | 38 |
|
|
2022
Q1 | $3.12M | Sell |
61,237
-666
| -1% | -$33.9K | 0.61% | 39 |
|
|
2021
Q4 | $3.22M | Sell |
61,903
-14,744
| -19% | -$766K | 0.6% | 38 |
|
|
2021
Q3 | $4.14M | Sell |
76,647
-3,840
| -5% | -$207K | 0.81% | 32 |
|
|
2021
Q2 | $4.51M | Buy |
80,487
+5,331
| +7% | +$299K | 0.86% | 31 |
|
|
2021
Q1 | $4.37M | Buy |
75,156
+2,480
| +3% | +$144K | 0.89% | 30 |
|
|
2020
Q4 | $4.27M | Sell |
72,676
-365
| -0.5% | -$21.4K | 0.93% | 29 |
|
|
2020
Q3 | $4.35M | Sell |
73,041
-555
| -0.8% | -$33K | 1.06% | 30 |
|
|
2020
Q2 | $4.06M | Buy |
73,596
+1,000
| +1% | +$55.1K | 1.07% | 28 |
|
|
2020
Q1 | $3.9M | Buy |
72,596
+1,589
| +2% | +$85.4K | 1.18% | 27 |
|
|
2019
Q4 | $4.36M | Sell |
71,007
-471
| -0.7% | -$28.9K | 1.05% | 28 |
|
|
2019
Q3 | $4.31M | Buy |
71,478
+2,323
| +3% | +$140K | 1.11% | 27 |
|
|
2019
Q2 | $3.95M | Buy |
69,155
+121
| +0.2% | +$6.91K | 1.04% | 32 |
|
|
2019
Q1 | $4.08M | Buy |
69,034
+2,968
| +4% | +$175K | 1.16% | 27 |
|
|
2018
Q4 | $3.71M | Buy |
66,066
+1,764
| +3% | +$99.2K | 1.21% | 26 |
|
|
2018
Q3 | $3.43M | Buy |
64,302
+3,989
| +7% | +$213K | 0.94% | 32 |
|
|
2018
Q2 | $3.03M | Sell |
60,313
-4,555
| -7% | -$229K | 0.91% | 32 |
|
|
2018
Q1 | $3.1M | Sell |
64,868
-145
| -0.2% | -$6.93K | 1.03% | 28 |
|
|
2017
Q4 | $3.44M | Buy |
65,013
+59
| +0.1% | +$3.12K | 1.11% | 23 |
|
|
2017
Q3 | $3.22M | Sell |
64,954
-2,327
| -3% | -$115K | 1.11% | 27 |
|
|
2017
Q2 | $3.01M | Sell |
67,281
-517
| -0.8% | -$23.1K | 1.11% | 27 |
|
|
2017
Q1 | $3.33M | Buy |
67,798
+377
| +0.6% | +$18.5K | 1.3% | 21 |
|
|
2016
Q4 | $3.6M | Buy |
67,421
+4,480
| +7% | +$239K | 1.51% | 17 |
|
|
2016
Q3 | $3.27M | Buy |
62,941
+50
| +0.1% | +$2.6K | 1.47% | 18 |
|
|
2016
Q2 | $3.51M | Buy |
62,891
+425
| +0.7% | +$23.7K | 1.59% | 16 |
|
|
2016
Q1 | $3.38M | Sell |
62,466
-2,293
| -4% | -$124K | 1.64% | 15 |
|
|
2015
Q4 | $2.99M | Buy |
+64,759
| New | +$2.99M | 1.46% | 15 |
|