IAG Wealth Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $84.6K | Sell |
1,956
-233
| -11% | -$10.1K | 0.01% | 161 |
|
2025
Q1 | $99.3K | Buy |
2,189
+249
| +13% | +$11.3K | 0.02% | 144 |
|
2024
Q4 | $77.6K | Buy |
1,940
+670
| +53% | +$26.8K | 0.01% | 161 |
|
2024
Q3 | $57K | Buy |
1,270
+306
| +32% | +$13.7K | 0.01% | 175 |
|
2024
Q2 | $39.7K | Sell |
964
-146
| -13% | -$6.02K | 0.01% | 200 |
|
2024
Q1 | $46.6K | Buy |
1,110
+204
| +23% | +$8.56K | 0.01% | 170 |
|
2023
Q4 | $34.2K | Sell |
906
-32
| -3% | -$1.21K | 0.01% | 190 |
|
2023
Q3 | $30.4K | Hold |
938
| – | – | 0.01% | 187 |
|
2023
Q2 | $34.9K | Sell |
938
-762
| -45% | -$28.3K | 0.01% | 186 |
|
2023
Q1 | $66.1K | Sell |
1,700
-243
| -13% | -$9.45K | 0.02% | 121 |
|
2022
Q4 | $76.6K | Sell |
1,943
-241
| -11% | -$9.5K | 0.02% | 109 |
|
2022
Q3 | $83K | Buy |
2,184
+1,163
| +114% | +$44.2K | 0.03% | 95 |
|
2022
Q2 | $52K | Sell |
1,021
-1
| -0.1% | -$51 | 0.02% | 125 |
|
2022
Q1 | $52K | Hold |
1,022
| – | – | 0.02% | 135 |
|
2021
Q4 | $53K | Sell |
1,022
-290
| -22% | -$15K | 0.02% | 131 |
|
2021
Q3 | $71K | Sell |
1,312
-510
| -28% | -$27.6K | 0.03% | 104 |
|
2021
Q2 | $103K | Buy |
1,822
+400
| +28% | +$22.6K | 0.04% | 74 |
|
2021
Q1 | $83K | Buy |
1,422
+316
| +29% | +$18.4K | 0.03% | 79 |
|
2020
Q4 | $65K | Hold |
1,106
| – | – | 0.03% | 97 |
|
2020
Q3 | $66K | Hold |
1,106
| – | – | 0.03% | 92 |
|
2020
Q2 | $61K | Sell |
1,106
-25
| -2% | -$1.38K | 0.03% | 94 |
|
2020
Q1 | $61K | Sell |
1,131
-32
| -3% | -$1.73K | 0.04% | 86 |
|
2019
Q4 | $72K | Buy |
+1,163
| New | +$72K | 0.05% | 86 |
|