IAA
Independent Advisor Alliance’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.11M | Buy |
210,425
+1,867
| +0.9% | +$80.8K | 0.26% | 63 |
|
|
2025
Q1 | $9.46M | Buy |
208,558
+10,642
| +5% | +$483K | 0.31% | 53 |
|
|
2024
Q4 | $7.91M | Buy |
197,916
+17,691
| +10% | +$707K | 0.1% | 195 |
|
|
2024
Q3 | $8.09M | Sell |
180,225
-4,070
| -2% | -$183K | 0.29% | 63 |
|
|
2024
Q2 | $7.6M | Buy |
184,295
+10,773
| +6% | +$444K | 0.26% | 70 |
|
|
2024
Q1 | $7.28M | Buy |
173,522
+2,129
| +1% | +$89.3K | 0.26% | 73 |
|
|
2023
Q4 | $6.42M | Sell |
171,393
-6,048
| -3% | -$227K | 0.23% | 82 |
|
|
2023
Q3 | $5.75M | Sell |
177,441
-13,753
| -7% | -$446K | 0.26% | 72 |
|
|
2023
Q2 | $7.11M | Buy |
191,194
+3,079
| +2% | +$115K | 0.31% | 65 |
|
|
2023
Q1 | $7.32M | Sell |
188,115
-12,637
| -6% | -$491K | 0.35% | 63 |
|
|
2022
Q4 | $1.36M | Sell |
200,752
-7,930
| -4% | -$53.9K | 0.47% | 35 |
|
|
2022
Q3 | $7.92M | Buy |
208,682
+25,933
| +14% | +$985K | 0.46% | 51 |
|
|
2022
Q2 | $9.28M | Buy |
182,749
+16,930
| +10% | +$859K | 0.52% | 47 |
|
|
2022
Q1 | $8.45M | Sell |
165,819
-2,083
| -1% | -$106K | 0.41% | 58 |
|
|
2021
Q4 | $8.72M | Sell |
167,902
-6,476
| -4% | -$336K | 0.43% | 61 |
|
|
2021
Q3 | $9.42M | Buy |
174,378
+4,297
| +3% | +$232K | 0.52% | 47 |
|
|
2021
Q2 | $9.53M | Sell |
170,081
-5,746
| -3% | -$322K | 0.52% | 44 |
|
|
2021
Q1 | $10.2M | Buy |
175,827
+6,221
| +4% | +$362K | 0.61% | 38 |
|
|
2020
Q4 | $9.96M | Buy |
169,606
+6,411
| +4% | +$377K | 0.68% | 32 |
|
|
2020
Q3 | $9.71M | Sell |
163,195
-42,960
| -21% | -$2.56M | 0.74% | 33 |
|
|
2020
Q2 | $11.4M | Sell |
206,155
-5,033
| -2% | -$277K | 1.22% | 13 |
|
|
2020
Q1 | $11.3M | Buy |
211,188
+21,207
| +11% | +$1.14M | 1.65% | 9 |
|
|
2019
Q4 | $11.7M | Sell |
189,981
-1,050
| -0.5% | -$64.5K | 0.51% | 39 |
|
|
2019
Q3 | $11.5M | Sell |
191,031
-8,806
| -4% | -$532K | 1.41% | 13 |
|
|
2019
Q2 | $10.4M | Sell |
199,837
-8,978
| -4% | -$467K | 1.5% | 13 |
|
|
2019
Q1 | $12.3M | Buy |
208,815
+57,527
| +38% | +$3.4M | 1.74% | 9 |
|
|
2018
Q4 | $8.48M | Buy |
151,288
+41,095
| +37% | +$2.3M | 1.5% | 10 |
|
|
2018
Q3 | $5.38M | Buy |
110,193
+1,332
| +1% | +$65.1K | 0.97% | 21 |
|
|
2018
Q2 | $4.98M | Buy |
108,861
+4,014
| +4% | +$183K | 1.04% | 19 |
|
|
2018
Q1 | $4.95M | Buy |
104,847
+3,152
| +3% | +$149K | 1.1% | 16 |
|
|
2017
Q4 | $5.33M | Sell |
101,695
-232
| -0.2% | -$12.2K | 1.19% | 18 |
|
|
2017
Q3 | $5M | Buy |
101,927
+11,185
| +12% | +$549K | 1.37% | 15 |
|
|
2017
Q2 | $3.92M | Buy |
90,742
+15
| +0% | +$648 | 1.25% | 19 |
|
|
2017
Q1 | $4.45M | Buy |
90,727
+5,451
| +6% | +$267K | 0.7% | 35 |
|
|
2016
Q4 | $4.5M | Buy |
+85,276
| New | +$4.5M | 1.93% | 10 |
|