Integrated Wealth Concepts’s Verizon VZ Stock Holding History

Integrated Wealth Concepts’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.77M	Sell	202,667 -140	-0.1%	-$6.06K	0.09%	216
2025 Q1	$9.2M	Buy	202,807 +2,224	+1%	+$101K	0.11%	181
2024 Q4	$8.02M	Buy	200,583 +2,087	+1%	+$83.5K	0.09%	210
2024 Q3	$8.91M	Sell	198,496 -1,853	-0.9%	-$83.2K	0.11%	187
2024 Q2	$8.26M	Buy	200,349 +1,814	+0.9%	+$74.8K	0.11%	184
2024 Q1	$8.33M	Sell	198,535 -2,644	-1%	-$111K	0.12%	187
2023 Q4	$7.58M	Sell	201,179 -31,422	-14%	-$1.18M	0.12%	182
2023 Q3	$7.54M	Buy	232,601 +20,720	+10%	+$672K	0.13%	170
2023 Q2	$7.88M	Sell	211,881 -40	-0%	-$1.49K	0.14%	163
2023 Q1	$8.24M	Buy	211,921 +76,053	+56%	+$2.96M	0.17%	130
2022 Q4	$5.35M	Buy	135,868 +4,805	+4%	+$189K	0.15%	145
2022 Q3	$4.98M	Sell	131,063 -1,388	-1%	-$52.7K	0.16%	136
2022 Q2	$6.72M	Sell	132,451 -254	-0.2%	-$12.9K	0.21%	102
2022 Q1	$6.76M	Buy	132,705 +2,288	+2%	+$117K	0.21%	104
2021 Q4	$6.78M	Sell	130,417 -29,535	-18%	-$1.53M	0.2%	97
2021 Q3	$8.64M	Buy	159,952 +29,434	+23%	+$1.59M	0.28%	78
2021 Q2	$7.31M	Buy	130,518 +7,646	+6%	+$428K	0.26%	83
2021 Q1	$7.15M	Buy	122,872 +18,311	+18%	+$1.06M	0.29%	74
2020 Q4	$6.14M	Buy	104,561 +2,313	+2%	+$136K	0.29%	73
2020 Q3	$6.08M	Buy	102,248 +8,117	+9%	+$483K	0.38%	59
2020 Q2	$5.19M	Buy	94,131 +7,487	+9%	+$413K	0.37%	59
2020 Q1	$4.66M	Buy	86,644 +6,978	+9%	+$375K	0.43%	52
2019 Q4	$4.89M	Buy	79,666 +23,365	+42%	+$1.43M	0.41%	54
2019 Q3	$3.4M	Buy	56,301 +6,381	+13%	+$385K	0.38%	56
2019 Q2	$2.77M	Buy	49,920 +4,245	+9%	+$236K	0.36%	63
2019 Q1	$2.7M	Buy	45,675 +7,547	+20%	+$446K	0.46%	54
2018 Q4	$2.14M	Buy	38,128 +10,259	+37%	+$577K	0.58%	44
2018 Q3	$1.5M	Sell	27,869 -411	-1%	-$22.1K	0.45%	54
2018 Q2	$1.43M	Buy	28,280 +650	+2%	+$32.8K	0.49%	45
2018 Q1	$1.3M	Buy	27,630 +3,154	+13%	+$149K	0.52%	45
2017 Q4	$1.28M	Buy	+24,476	New	+$1.28M	0.55%	38