Intercontinental Wealth Advisors’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$378K Sell
10,159
-1,317
-11% -$49K 0.09% 222
2023
Q1
$446K Sell
11,476
-785
-6% -$30.5K 0.11% 206
2022
Q4
$483K Sell
12,261
-477
-4% -$18.8K 0.14% 163
2022
Q3
$484K Buy
12,738
+144
+1% +$5.47K 0.15% 153
2022
Q2
$639K Sell
12,594
-4,231
-25% -$215K 0.17% 121
2022
Q1
$857K Sell
16,825
-378
-2% -$19.3K 0.2% 103
2021
Q4
$894K Sell
17,203
-298
-2% -$15.5K 0.19% 108
2021
Q3
$945K Sell
17,501
-636
-4% -$34.3K 0.22% 95
2021
Q2
$1.02M Sell
18,137
-784
-4% -$43.9K 0.2% 95
2021
Q1
$1.1M Buy
18,921
+467
+3% +$27.2K 0.24% 86
2020
Q4
$1.08M Sell
18,454
-3,382
-15% -$199K 0.26% 81
2020
Q3
$1.3M Sell
21,836
-730
-3% -$43.4K 0.38% 48
2020
Q2
$1.24M Sell
22,566
-1,678
-7% -$92.5K 0.4% 47
2020
Q1
$1.3M Buy
24,244
+10,792
+80% +$580K 0.69% 25
2019
Q4
$795K Sell
13,452
-15,291
-53% -$904K 0.66% 30
2019
Q3
$1.74M Buy
28,743
+6
+0% +$362 1.07% 21
2019
Q2
$1.64M Sell
28,737
-2,824
-9% -$161K 0.85% 22
2019
Q1
$1.87M Sell
31,561
-4,564
-13% -$270K 0.93% 19
2018
Q4
$2.03M Sell
36,125
-3,077
-8% -$173K 1.13% 14
2018
Q3
$2.09M Sell
39,202
-2,255
-5% -$120K 1.05% 21
2018
Q2
$2.09M Sell
41,457
-2,284
-5% -$115K 1.16% 19
2018
Q1
$2.09M Sell
43,741
-3,203
-7% -$153K 1.21% 18
2017
Q4
$2.49M Sell
46,944
-6,952
-13% -$368K 1.39% 14
2017
Q3
$2.67M Sell
53,896
-1,918
-3% -$94.9K 1.63% 15
2017
Q2
$2.49M Sell
55,814
-7,637
-12% -$341K 1.6% 17
2017
Q1
$3.09M Buy
63,451
+3,458
+6% +$169K 1.86% 17
2016
Q4
$3.2M Sell
59,993
-1,702
-3% -$90.8K 2.07% 15
2016
Q3
$3.21M Sell
61,695
-1,327
-2% -$69K 2.29% 13
2016
Q2
$3.52M Sell
63,022
-2,894
-4% -$162K 2.59% 10
2016
Q1
$3.57M Sell
65,916
-6,796
-9% -$368K 2.68% 9
2015
Q4
$3.36M Buy
+72,712
New +$3.36M 2.31% 13