HCR Wealth Advisors’s Verizon VZ Stock Holding History

HCR Wealth Advisors’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$512K	Buy	11,827 +894	+8%	+$38.7K	0.06%	135
2025 Q1	$496K	Buy	10,933 +605	+6%	+$27.4K	0.06%	140
2024 Q4	$413K	Buy	10,328 +302	+3%	+$12.1K	0.05%	155
2024 Q3	$450K	Buy	10,026 +615	+7%	+$27.6K	0.06%	146
2024 Q2	$388K	Buy	9,411 +58	+0.6%	+$2.39K	0.06%	150
2024 Q1	$392K	Sell	9,353 -151	-2%	-$6.34K	0.06%	150
2023 Q4	$358K	Buy	9,504 +706	+8%	+$26.6K	0.06%	143
2023 Q3	$285K	Sell	8,798 -401	-4%	-$13K	0.06%	130
2023 Q2	$342K	Buy	9,199 +109	+1%	+$4.05K	0.06%	132
2023 Q1	$354K	Buy	9,090 +22	+0.2%	+$856	0.07%	130
2022 Q4	$357K	Sell	9,068 -446	-5%	-$17.6K	0.08%	129
2022 Q3	$361K	Hold	9,514	–	–	0.08%	126
2022 Q2	$483K	Buy	9,514 +55	+0.6%	+$2.79K	0.1%	111
2022 Q1	$482K	Sell	9,459 -302	-3%	-$15.4K	0.08%	126
2021 Q4	$507K	Buy	9,761 +43	+0.4%	+$2.23K	0.08%	136
2021 Q3	$525K	Sell	9,718 -559	-5%	-$30.2K	0.09%	131
2021 Q2	$576K	Sell	10,277 -1,639	-14%	-$91.9K	0.1%	120
2021 Q1	$693K	Sell	11,916 -8,843	-43%	-$514K	0.14%	108
2020 Q4	$1.22M	Buy	20,759 +528	+3%	+$31K	0.26%	78
2020 Q3	$1.2M	Sell	20,231 -42	-0.2%	-$2.49K	0.27%	72
2020 Q2	$1.11M	Buy	20,273 +219	+1%	+$12K	0.26%	69
2020 Q1	$1.08M	Buy	20,054 +224	+1%	+$12K	0.31%	59
2019 Q4	$1.22M	Buy	19,830 +6,904	+53%	+$424K	0.3%	65
2019 Q3	$780K	Sell	12,926 -4,852	-27%	-$293K	0.26%	70
2019 Q2	$1.02M	Sell	17,778 -11,672	-40%	-$667K	0.29%	66
2019 Q1	$1.03M	Buy	29,450 +15,921	+118%	+$558K	0.3%	73
2018 Q4	$761K	Buy	13,529 +636	+5%	+$35.8K	0.25%	80
2018 Q3	$729K	Sell	12,893 -74	-0.6%	-$4.18K	0.24%	84
2018 Q2	$659K	Hold	12,967	–	–	0.22%	90
2018 Q1	$620K	Sell	12,967 -261	-2%	-$12.5K	0.22%	97
2017 Q4	$700K	Buy	13,228 +3,710	+39%	+$196K	0.24%	83
2017 Q3	$471K	Buy	9,518 +2,274	+31%	+$113K	0.2%	102
2017 Q2	$324K	Sell	7,244 -70	-1%	-$3.13K	0.16%	101
2017 Q1	$357K	Sell	7,314 -2,326	-24%	-$114K	0.18%	104
2016 Q4	$515K	Buy	+9,640	New	+$515K	0.27%	83