Independent Solutions Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
36,503
+2,293
| +7% | +$99K | 0.31% | 95 |
|
|
2025
Q1 | $1.55M | Sell |
34,210
-1,960
| -5% | -$88.7K | 0.35% | 90 |
|
|
2024
Q4 | $1.45M | Buy |
36,170
+1,180
| +3% | +$47.2K | 0.32% | 95 |
|
|
2024
Q3 | $1.57M | Sell |
34,990
-1,437
| -4% | -$64.5K | 0.36% | 83 |
|
|
2024
Q2 | $1.5M | Sell |
36,427
-153
| -0.4% | -$6.31K | 0.34% | 87 |
|
|
2024
Q1 | $1.53M | Buy |
36,580
+636
| +2% | +$26.7K | 0.36% | 78 |
|
|
2023
Q4 | $1.36M | Buy |
35,944
+2,195
| +7% | +$82.8K | 0.35% | 79 |
|
|
2023
Q3 | $1.09M | Buy |
33,749
+1,803
| +6% | +$58.4K | 0.28% | 84 |
|
|
2023
Q2 | $1.19M | Buy |
31,946
+3,563
| +13% | +$133K | 0.3% | 76 |
|
|
2023
Q1 | $1.1M | Buy |
28,383
+1,367
| +5% | +$53.2K | 0.33% | 77 |
|
|
2022
Q4 | $1.06M | Sell |
27,016
-13,066
| -33% | -$515K | 0.32% | 77 |
|
|
2022
Q3 | $1.52M | Buy |
40,082
+4,598
| +13% | +$175K | 0.5% | 53 |
|
|
2022
Q2 | $1.8M | Sell |
35,484
-1,781
| -5% | -$90.4K | 0.56% | 47 |
|
|
2022
Q1 | $1.9M | Buy |
37,265
+5,715
| +18% | +$291K | 0.45% | 53 |
|
|
2021
Q4 | $1.64M | Buy |
31,550
+2,883
| +10% | +$150K | 0.39% | 67 |
|
|
2021
Q3 | $1.55M | Buy |
28,667
+3,216
| +13% | +$174K | 0.38% | 64 |
|
|
2021
Q2 | $1.43M | Buy |
25,451
+18,630
| +273% | +$1.04M | 0.35% | 68 |
|
|
2021
Q1 | $397K | Sell |
6,821
-919
| -12% | -$53.4K | 0.11% | 133 |
|
|
2020
Q4 | $455K | Sell |
7,740
-291
| -4% | -$17.1K | 0.14% | 114 |
|
|
2020
Q3 | $478K | Buy |
8,031
+724
| +10% | +$43.1K | 0.18% | 95 |
|
|
2020
Q2 | $403K | Sell |
7,307
-67
| -0.9% | -$3.69K | 0.17% | 102 |
|
|
2020
Q1 | $396K | Sell |
7,374
-519
| -7% | -$27.9K | 0.22% | 81 |
|
|
2019
Q4 | $485K | Buy |
+7,893
| New | +$485K | 0.21% | 93 |
|