Icon Wealth Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.05M | Buy |
124,976
+8,892
| +8% | +$288K | 0.46% | 42 |
|
|
2023
Q2 | $4.32M | Sell |
116,084
-1,902
| -2% | -$70.7K | 0.46% | 46 |
|
|
2023
Q1 | $4.59M | Buy |
+117,986
| New | +$4.59M | 0.5% | 45 |
|
|
2022
Q2 | $354K | Sell |
6,966
-2,559
| -27% | -$130K | 0.04% | 219 |
|
|
2022
Q1 | $485K | Sell |
9,525
-29,220
| -75% | -$1.49M | 0.05% | 212 |
|
|
2021
Q4 | $2.01M | Buy |
38,745
+918
| +2% | +$47.7K | 0.2% | 111 |
|
|
2021
Q3 | $2.04M | Sell |
37,827
-10,381
| -22% | -$561K | 0.22% | 104 |
|
|
2021
Q2 | $2.7M | Sell |
48,208
-11,971
| -20% | -$671K | 0.29% | 85 |
|
|
2021
Q1 | $3.5M | Buy |
60,179
+13,027
| +28% | +$757K | 0.44% | 63 |
|
|
2020
Q4 | $2.77M | Buy |
47,152
+4,124
| +10% | +$242K | 0.44% | 62 |
|
|
2020
Q3 | $2.56M | Buy |
43,028
+12,985
| +43% | +$773K | 0.49% | 56 |
|
|
2020
Q2 | $1.66M | Buy |
30,043
+23,296
| +345% | +$1.28M | 0.4% | 45 |
|
|
2020
Q1 | $363K | Buy |
+6,747
| New | +$363K | 0.14% | 80 |
|
|
2019
Q4 | – | Sell |
-5,715
| Closed | -$345K | – | 180 |
|
|
2019
Q3 | $345K | Sell |
5,715
-1,433
| -20% | -$86.5K | 0.12% | 97 |
|
|
2019
Q2 | $408K | Sell |
7,148
-720
| -9% | -$41.1K | 0.14% | 81 |
|
|
2019
Q1 | $465K | Sell |
7,868
-581
| -7% | -$34.3K | 0.17% | 70 |
|
|
2018
Q4 | $475K | Buy |
8,449
+787
| +10% | +$44.2K | 0.23% | 68 |
|
|
2018
Q3 | $409K | Sell |
7,662
-815
| -10% | -$43.5K | 0.17% | 97 |
|
|
2018
Q2 | $426K | Sell |
8,477
-933
| -10% | -$46.9K | 0.18% | 92 |
|
|
2018
Q1 | $450K | Sell |
9,410
-839
| -8% | -$40.1K | 0.24% | 93 |
|
|
2017
Q4 | $542K | Buy |
+10,249
| New | +$542K | 0.27% | 82 |
|