GA
Geller Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $521K | Sell |
13,025
-487
| -4% | -$19.5K | 0.03% | 127 |
|
|
2024
Q3 | $607K | Buy |
13,512
+790
| +6% | +$35.5K | 0.04% | 114 |
|
|
2024
Q2 | $525K | Sell |
12,722
-524
| -4% | -$21.6K | 0.04% | 133 |
|
|
2024
Q1 | $556K | Buy |
13,246
+310
| +2% | +$13K | 0.05% | 125 |
|
|
2023
Q4 | $488K | Sell |
12,936
-269
| -2% | -$10.1K | 0.05% | 130 |
|
|
2023
Q3 | $428K | Sell |
13,205
-7,980
| -38% | -$259K | 0.05% | 138 |
|
|
2023
Q2 | $788K | Buy |
21,185
+7,651
| +57% | +$285K | 0.1% | 67 |
|
|
2023
Q1 | $526K | Buy |
13,534
+2,604
| +24% | +$101K | 0.08% | 63 |
|
|
2022
Q4 | $431K | Buy |
10,930
+2,154
| +25% | +$84.9K | 0.07% | 64 |
|
|
2022
Q3 | $333K | Sell |
8,776
-5,208
| -37% | -$198K | 0.07% | 72 |
|
|
2022
Q2 | $710K | Sell |
13,984
-161
| -1% | -$8.17K | 0.15% | 39 |
|
|
2022
Q1 | $721K | Sell |
14,145
-606
| -4% | -$30.9K | 0.13% | 42 |
|
|
2021
Q4 | $766K | Buy |
14,751
+26
| +0.2% | +$1.35K | 0.15% | 40 |
|
|
2021
Q3 | $795K | Buy |
14,725
+2,307
| +19% | +$125K | 0.17% | 35 |
|
|
2021
Q2 | $696K | Buy |
12,418
+104
| +0.8% | +$5.83K | 0.15% | 30 |
|
|
2021
Q1 | $716K | Buy |
12,314
+1,387
| +13% | +$80.6K | 0.17% | 30 |
|
|
2020
Q4 | $809K | Sell |
10,927
-493
| -4% | -$36.5K | 0.2% | 20 |
|
|
2020
Q3 | $679K | Buy |
11,420
+250
| +2% | +$14.9K | 0.19% | 23 |
|
|
2020
Q2 | $616K | Buy |
+11,170
| New | +$616K | 0.19% | 22 |
|