Hall Private Wealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.65M | Sell |
81,652
-43,334
| -35% | -$1.4M | 1.78% | 15 |
|
|
2023
Q2 | $4.65M | Sell |
124,986
-5,767
| -4% | -$214K | 2.51% | 15 |
|
|
2023
Q1 | $5.08M | Sell |
130,753
-5,171
| -4% | -$201K | 2.65% | 16 |
|
|
2022
Q4 | $5.36M | Sell |
135,924
-72,864
| -35% | -$2.87M | 3.05% | 14 |
|
|
2022
Q3 | $7.93M | Buy |
208,788
+9,541
| +5% | +$362K | 4.57% | 10 |
|
|
2022
Q2 | $10.1M | Buy |
199,247
+11,838
| +6% | +$601K | 5.68% | 6 |
|
|
2022
Q1 | $9.55M | Buy |
187,409
+48,633
| +35% | +$2.48M | 5.1% | 7 |
|
|
2021
Q4 | $7.21M | Sell |
138,776
-8,516
| -6% | -$443K | 4.48% | 9 |
|
|
2021
Q3 | $7.96M | Buy |
147,292
+113,994
| +342% | +$6.16M | 5.07% | 6 |
|
|
2021
Q2 | $1.87M | Buy |
+33,298
| New | +$1.87M | 1.21% | 23 |
|
|
2020
Q4 | $1.7M | Buy |
+28,880
| New | +$1.7M | 1.4% | 20 |
|