IMA Advisory Services’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.9K | Buy |
553
+27
| +5% | +$1.17K | ﹤0.01% | 277 |
|
|
2025
Q1 | $23.9K | Buy |
+526
| New | +$23.9K | ﹤0.01% | 272 |
|
|
2024
Q4 | – | Sell |
-526
| Closed | -$23.6K | – | 282 |
|
|
2024
Q3 | $23.6K | Buy |
+526
| New | +$23.6K | 0.01% | 214 |
|
|
2023
Q4 | – | Sell |
-166
| Closed | -$5.38K | – | 266 |
|
|
2023
Q3 | $5.38K | Hold |
166
| – | – | ﹤0.01% | 256 |
|
|
2023
Q2 | $6.17K | Hold |
166
| – | – | ﹤0.01% | 258 |
|
|
2023
Q1 | $6.46K | Sell |
166
-3,876
| -96% | -$151K | ﹤0.01% | 254 |
|
|
2022
Q4 | $159K | Hold |
4,042
| – | – | 0.04% | 145 |
|
|
2022
Q3 | $153K | Hold |
4,042
| – | – | 0.04% | 141 |
|
|
2022
Q2 | $205K | Hold |
4,042
| – | – | 0.05% | 139 |
|
|
2022
Q1 | $206K | Hold |
4,042
| – | – | 0.05% | 119 |
|
|
2021
Q4 | $210K | Hold |
4,042
| – | – | 0.05% | 124 |
|
|
2021
Q3 | $218K | Hold |
4,042
| – | – | 0.05% | 121 |
|
|
2021
Q2 | $226K | Hold |
4,042
| – | – | 0.05% | 120 |
|
|
2021
Q1 | $235K | Hold |
4,042
| – | – | 0.06% | 114 |
|
|
2020
Q4 | $237K | Sell |
4,042
-74
| -2% | -$4.34K | 0.07% | 106 |
|
|
2020
Q3 | $245K | Buy |
4,116
+74
| +2% | +$4.41K | 0.08% | 110 |
|
|
2020
Q2 | $223K | Hold |
4,042
| – | – | 0.08% | 110 |
|
|
2020
Q1 | $217K | Hold |
4,042
| – | – | 0.1% | 102 |
|
|
2019
Q4 | $248K | Hold |
4,042
| – | – | 0.09% | 97 |
|
|
2019
Q3 | $244K | Hold |
4,042
| – | – | 0.09% | 100 |
|
|
2019
Q2 | $231K | Sell |
4,042
-1,043
| -21% | -$59.6K | 0.09% | 100 |
|
|
2019
Q1 | $301K | Buy |
5,085
+1,375
| +37% | +$81.4K | 0.12% | 91 |
|
|
2018
Q4 | $209K | Sell |
3,710
-11
| -0.3% | -$620 | 0.1% | 100 |
|
|
2018
Q3 | $199K | Buy |
3,721
+11
| +0.3% | +$588 | 0.08% | 108 |
|
|
2018
Q2 | $187K | Buy |
+3,710
| New | +$187K | 0.08% | 110 |
|
|
2017
Q4 | – | Sell |
-4,904
| Closed | -$243K | – | 132 |
|
|
2017
Q3 | $243K | Hold |
4,904
| – | – | 0.11% | 119 |
|
|
2017
Q2 | $219K | Hold |
4,904
| – | – | 0.11% | 127 |
|
|
2017
Q1 | $239K | Buy |
+4,904
| New | +$239K | 0.12% | 128 |
|
|
2016
Q3 | – | Sell |
-15,120
| Closed | -$844K | – | 114 |
|
|
2016
Q2 | $844K | Sell |
15,120
-5,165
| -25% | -$288K | 0.53% | 65 |
|
|
2016
Q1 | $1.1M | Sell |
20,285
-1,591
| -7% | -$86K | 0.64% | 57 |
|
|
2015
Q4 | $1M | Sell |
21,876
-2,240
| -9% | -$103K | 0.61% | 57 |
|
|
2015
Q3 | $1.04M | Sell |
24,116
-476
| -2% | -$20.6K | 0.66% | 51 |
|
|
2015
Q2 | $1.15M | Sell |
24,592
-1,276
| -5% | -$59.5K | 0.55% | 53 |
|
|
2015
Q1 | $1.26M | Sell |
25,868
-482
| -2% | -$23.4K | 0.61% | 48 |
|
|
2014
Q4 | $1.23M | Sell |
26,350
-14,345
| -35% | -$671K | 0.64% | 51 |
|
|
2014
Q3 | $2.03M | Buy |
40,695
+4,256
| +12% | +$213K | 0.96% | 33 |
|
|
2014
Q2 | $1.78M | Sell |
36,439
-8,013
| -18% | -$392K | 0.82% | 38 |
|
|
2014
Q1 | $2.12M | Buy |
44,452
+13,185
| +42% | +$627K | 0.99% | 35 |
|
|
2013
Q4 | $1.54M | Sell |
31,267
-7,435
| -19% | -$365K | 0.73% | 45 |
|
|
2013
Q3 | $1.81M | Buy |
38,702
+1,340
| +4% | +$62.5K | 0.89% | 36 |
|
|
2013
Q2 | $1.88M | Buy |
+37,362
| New | +$1.88M | 1.02% | 26 |
|