Icon 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 | $1.71M | Sell |
39,565
-1,502
| -4% | -$65K | 0.12% | 134 |
|
|
2025
Q1 | $1.86M | Sell |
41,067
-15,382
| -27% | -$698K | 0.15% | 107 |
|
|
2024
Q4 | $2.26M | Sell |
56,449
-12,893
| -19% | -$516K | 0.19% | 94 |
|
|
2024
Q3 | $3.11M | Buy |
69,342
+734
| +1% | +$33K | 0.26% | 69 |
|
|
2024
Q2 | $2.78M | Sell |
68,608
-877
| -1% | -$35.5K | 0.25% | 70 |
|
|
2024
Q1 | $2.92M | Sell |
69,485
-679
| -1% | -$28.5K | 0.27% | 70 |
|
|
2023
Q4 | $2.65M | Buy |
+70,164
| New | +$2.65M | 0.28% | 73 |
|
|
2022
Q4 | $2.21M | Buy |
55,980
+45,964
| +459% | +$1.81M | 0.25% | 89 |
|
|
2022
Q3 | $380K | Buy |
+10,016
| New | +$380K | 0.05% | 209 |
|