Guardian Wealth Advisors (North Carolina)’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Buy |
17,647
+6,062
| +52% | +$262K | 0.05% | 164 |
|
|
2025
Q1 | $525K | Sell |
11,585
-845
| -7% | -$38.3K | 0.04% | 183 |
|
|
2024
Q4 | $497K | Buy |
12,430
+1,452
| +13% | +$58.1K | 0.04% | 192 |
|
|
2024
Q3 | $493K | Sell |
10,978
-1,388
| -11% | -$62.3K | 0.05% | 166 |
|
|
2024
Q2 | $510K | Sell |
12,366
-890
| -7% | -$36.7K | 0.06% | 152 |
|
|
2024
Q1 | $556K | Buy |
13,256
+1,683
| +15% | +$70.6K | 0.07% | 143 |
|
|
2023
Q4 | $436K | Buy |
11,573
+666
| +6% | +$25.1K | 0.07% | 149 |
|
|
2023
Q3 | $353K | Sell |
10,907
-3,127
| -22% | -$101K | 0.06% | 164 |
|
|
2023
Q2 | $522K | Buy |
14,034
+283
| +2% | +$10.5K | 0.09% | 118 |
|
|
2023
Q1 | $535K | Sell |
13,751
-2,350
| -15% | -$91.4K | 0.09% | 109 |
|
|
2022
Q4 | $634K | Sell |
16,101
-815
| -5% | -$32.1K | 0.12% | 95 |
|
|
2022
Q3 | $642K | Buy |
16,916
+5,539
| +49% | +$210K | 0.12% | 90 |
|
|
2022
Q2 | $577K | Buy |
11,377
+1,720
| +18% | +$87.2K | 0.11% | 96 |
|
|
2022
Q1 | $492K | Buy |
9,657
+4,163
| +76% | +$212K | 0.21% | 87 |
|
|
2021
Q4 | $285K | Buy |
+5,494
| New | +$285K | 0.12% | 125 |
|