GeoWealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $889K | Buy |
20,539
+3,061
| +18% | +$132K | 0.03% | 285 |
|
|
2025
Q1 | $793K | Sell |
17,478
-10,666
| -38% | -$484K | 0.03% | 321 |
|
|
2024
Q4 | $1.13M | Sell |
28,144
-17,258
| -38% | -$690K | 0.04% | 276 |
|
|
2024
Q3 | $2.04M | Buy |
45,402
+13,260
| +41% | +$596K | 0.07% | 184 |
|
|
2024
Q2 | $1.33M | Buy |
32,142
+5,388
| +20% | +$222K | 0.06% | 217 |
|
|
2024
Q1 | $1.12M | Buy |
26,754
+6,268
| +31% | +$263K | 0.04% | 271 |
|
|
2023
Q4 | $773K | Buy |
20,486
+15,841
| +341% | +$598K | 0.06% | 249 |
|
|
2023
Q3 | $150K | Sell |
4,645
-38
| -0.8% | -$1.23K | 0.02% | 308 |
|
|
2023
Q2 | $174K | Sell |
4,683
-429
| -8% | -$15.9K | 0.02% | 254 |
|
|
2023
Q1 | $199K | Sell |
5,112
-56
| -1% | -$2.18K | 0.02% | 207 |
|
|
2022
Q4 | $203K | Sell |
5,168
-619
| -11% | -$24.3K | 0.02% | 241 |
|
|
2022
Q3 | $220K | Buy |
5,787
+253
| +5% | +$9.62K | 0.02% | 227 |
|
|
2022
Q2 | $281K | Sell |
5,534
-62
| -1% | -$3.15K | 0.04% | 215 |
|
|
2022
Q1 | $285K | Sell |
5,596
-1,886
| -25% | -$96.1K | 0.03% | 263 |
|
|
2021
Q4 | $389K | Buy |
7,482
+98
| +1% | +$5.1K | 0.03% | 230 |
|
|
2021
Q3 | $399K | Sell |
7,384
-34
| -0.5% | -$1.84K | 0.03% | 241 |
|
|
2021
Q2 | $416K | Buy |
7,418
+1,106
| +18% | +$62K | 0.05% | 166 |
|
|
2021
Q1 | $367K | Buy |
6,312
+348
| +6% | +$20.2K | 0.06% | 149 |
|
|
2020
Q4 | $352K | Buy |
5,964
+1,382
| +30% | +$81.6K | 0.06% | 165 |
|
|
2020
Q3 | $268K | Sell |
4,582
-2,485
| -35% | -$145K | 0.08% | 131 |
|
|
2020
Q2 | $390K | Buy |
+7,067
| New | +$390K | 0.16% | 106 |
|
|
2019
Q4 | – | Sell |
-18,799
| Closed | -$1.13M | – | 229 |
|
|
2019
Q3 | $1.13M | Buy |
+18,799
| New | +$1.13M | 0.26% | 59 |
|