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 |
|