IWA
IBEX Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Buy |
310,868
+78,718
| +34% | +$3.41M | 1.44% | 15 |
|
|
2025
Q1 | $10.5M | Sell |
232,150
-6,608
| -3% | -$300K | 1.39% | 22 |
|
|
2024
Q4 | $9.55M | Buy |
+238,758
| New | +$9.55M | 1.12% | 23 |
|
|
2024
Q3 | – | Sell |
-226,803
| Closed | -$9.35M | – | 273 |
|
|
2024
Q2 | $9.35M | Buy |
226,803
+13,981
| +7% | +$577K | 1.46% | 18 |
|
|
2024
Q1 | $8.39M | Buy |
212,822
+212,622
| +106,311% | +$8.38M | 2.27% | 13 |
|
|
2023
Q4 | $7.55K | Sell |
200
-214,233
| -100% | -$8.09M | 1.64% | 17 |
|
|
2023
Q3 | $6.95M | Buy |
+214,433
| New | +$6.95M | 1.77% | 13 |
|
|
2023
Q1 | $8.75M | Buy |
225,083
+12,261
| +6% | +$477K | 2.27% | 9 |
|
|
2022
Q4 | $8.39M | Sell |
212,822
-44,743
| -17% | -$1.76M | 1.89% | 14 |
|
|
2022
Q3 | $9.78M | Sell |
257,565
-3,296
| -1% | -$125K | 2.54% | 4 |
|
|
2022
Q2 | $13.2M | Buy |
260,861
+41,624
| +19% | +$2.11M | 3.05% | 3 |
|
|
2022
Q1 | $11.2M | Buy |
219,237
+12,521
| +6% | +$638K | 2.14% | 6 |
|
|
2021
Q4 | $10.7M | Buy |
206,716
+2,210
| +1% | +$115K | 1.9% | 6 |
|
|
2021
Q3 | $11M | Buy |
204,506
+3,218
| +2% | +$174K | 2.13% | 5 |
|
|
2021
Q2 | $11.3M | Sell |
201,288
-818
| -0.4% | -$45.8K | 2.25% | 5 |
|
|
2021
Q1 | $11.8M | Buy |
202,106
+4,322
| +2% | +$251K | 2.9% | 3 |
|
|
2020
Q4 | $11.6M | Buy |
197,784
+1,821
| +0.9% | +$107K | 3.04% | 4 |
|
|
2020
Q3 | $11.7M | Sell |
195,963
-106
| -0.1% | -$6.31K | 3.38% | 3 |
|
|
2020
Q2 | $10.8M | Sell |
196,069
-7,428
| -4% | -$409K | 3.47% | 3 |
|
|
2020
Q1 | $10.9M | Buy |
203,497
+47,242
| +30% | +$2.54M | 4.26% | 2 |
|
|
2019
Q4 | $9.59M | Buy |
156,255
+943
| +0.6% | +$57.9K | 2.94% | 2 |
|
|
2019
Q3 | $9.38M | Buy |
155,312
+293
| +0.2% | +$17.7K | 3.11% | 2 |
|
|
2019
Q2 | $8.86M | Sell |
155,019
-3,014
| -2% | -$172K | 2.55% | 2 |
|
|
2019
Q1 | $9.34M | Sell |
158,033
-13,415
| -8% | -$793K | 3.28% | 3 |
|
|
2018
Q4 | $9.64M | Sell |
171,448
-678
| -0.4% | -$38.1K | 4.4% | 2 |
|
|
2018
Q3 | $9.27M | Buy |
172,126
+403
| +0.2% | +$21.7K | 3.32% | 2 |
|
|
2018
Q2 | $8.1M | Hold |
171,723
| – | – | 3.24% | 2 |
|
|
2018
Q1 | $8.1M | Sell |
171,723
-4,206
| -2% | -$198K | 3.29% | 2 |
|
|
2017
Q4 | $9.22M | Sell |
175,929
-3,600
| -2% | -$189K | 4.08% | 2 |
|
|
2017
Q3 | $8.81M | Sell |
179,529
-473
| -0.3% | -$23.2K | 3.26% | 1 |
|
|
2017
Q2 | $7.78M | Buy |
180,002
+5,208
| +3% | +$225K | 3.06% | 1 |
|
|
2017
Q1 | $8.57M | Buy |
174,794
+20,392
| +13% | +$1,000K | 5.28% | 1 |
|
|
2016
Q4 | $8.14M | Buy |
154,402
+1,843
| +1% | +$97.2K | 3.9% | 1 |
|
|
2016
Q3 | $7.93M | Buy |
+152,559
| New | +$7.93M | 4.34% | 2 |
|