HHM Wealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
5,148
-169
| -3% | -$7.31K | 0.03% | 184 |
|
|
2025
Q1 | $241K | Sell |
5,317
-173
| -3% | -$7.85K | 0.03% | 167 |
|
|
2024
Q4 | $220K | Buy |
5,490
+663
| +14% | +$26.5K | 0.03% | 178 |
|
|
2024
Q3 | $217K | Buy |
4,827
+264
| +6% | +$11.9K | 0.03% | 160 |
|
|
2024
Q2 | $188K | Buy |
4,563
+299
| +7% | +$12.3K | 0.03% | 176 |
|
|
2024
Q1 | $179K | Buy |
4,264
+373
| +10% | +$15.7K | 0.03% | 158 |
|
|
2023
Q4 | $147K | Sell |
3,891
-83
| -2% | -$3.13K | 0.03% | 167 |
|
|
2023
Q3 | $129K | Sell |
3,974
-378
| -9% | -$12.3K | 0.03% | 170 |
|
|
2023
Q2 | $162K | Sell |
4,352
-182
| -4% | -$6.77K | 0.03% | 155 |
|
|
2023
Q1 | $176K | Buy |
4,534
+775
| +21% | +$30.1K | 0.04% | 139 |
|
|
2022
Q4 | $148K | Sell |
3,759
-206
| -5% | -$8.12K | 0.03% | 142 |
|
|
2022
Q3 | $151K | Sell |
3,965
-2,309
| -37% | -$87.9K | 0.04% | 128 |
|
|
2022
Q2 | $318K | Buy |
6,274
+168
| +3% | +$8.52K | 0.08% | 89 |
|
|
2022
Q1 | $311K | Buy |
6,106
+850
| +16% | +$43.3K | 0.07% | 110 |
|
|
2021
Q4 | $273K | Buy |
5,256
+661
| +14% | +$34.3K | 0.07% | 114 |
|
|
2021
Q3 | $248K | Sell |
4,595
-390
| -8% | -$21K | 0.07% | 110 |
|
|
2021
Q2 | $279K | Sell |
4,985
-180
| -3% | -$10.1K | 0.08% | 102 |
|
|
2021
Q1 | $300K | Buy |
5,165
+140
| +3% | +$8.13K | 0.09% | 88 |
|
|
2020
Q4 | $295K | Sell |
5,025
-47
| -0.9% | -$2.76K | 0.1% | 78 |
|
|
2020
Q3 | $302K | Buy |
5,072
+12
| +0.2% | +$715 | 0.12% | 64 |
|
|
2020
Q2 | $279K | Sell |
5,060
-212
| -4% | -$11.7K | 0.12% | 66 |
|
|
2020
Q1 | $283K | Buy |
+5,272
| New | +$283K | 0.14% | 61 |
|