Iron Gate Global Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-6,379
| Closed | -$289K | – | 101 |
|
2025
Q1 | $289K | Sell |
6,379
-5,550
| -47% | -$252K | 0.04% | 71 |
|
2024
Q4 | $477K | Sell |
11,929
-1,281
| -10% | -$51.2K | 0.07% | 57 |
|
2024
Q3 | $593K | Sell |
13,210
-3,806
| -22% | -$171K | 0.09% | 46 |
|
2024
Q2 | $702K | Sell |
17,016
-6,319
| -27% | -$261K | 0.12% | 44 |
|
2024
Q1 | $976K | Sell |
23,335
-11,869
| -34% | -$496K | 0.17% | 42 |
|
2023
Q4 | $1.33M | Sell |
35,204
-5,530
| -14% | -$208K | 0.26% | 32 |
|
2023
Q3 | $1.33M | Sell |
40,734
-9,326
| -19% | -$304K | 0.3% | 30 |
|
2023
Q2 | $1.86M | Buy |
50,060
+515
| +1% | +$19.2K | 0.4% | 27 |
|
2023
Q1 | $1.93M | Buy |
49,545
+9,189
| +23% | +$358K | 0.48% | 26 |
|
2022
Q4 | $1.59M | Buy |
40,356
+828
| +2% | +$32.6K | 0.43% | 26 |
|
2022
Q3 | $1.5M | Buy |
39,528
+1,993
| +5% | +$75.7K | 0.42% | 24 |
|
2022
Q2 | $1.9M | Buy |
37,535
+5,675
| +18% | +$288K | 0.52% | 24 |
|
2022
Q1 | $1.63M | Buy |
31,860
+1,630
| +5% | +$83.1K | 0.37% | 25 |
|
2021
Q4 | $1.62M | Buy |
30,230
+1,885
| +7% | +$101K | 0.38% | 26 |
|
2021
Q3 | $1.53M | Buy |
28,345
+3,155
| +13% | +$171K | 0.42% | 28 |
|
2021
Q2 | $1.41M | Buy |
25,190
+8,876
| +54% | +$497K | 0.4% | 28 |
|
2021
Q1 | $948K | Buy |
16,314
+12,593
| +338% | +$732K | 0.3% | 37 |
|
2020
Q4 | $218K | Hold |
3,721
| – | – | 0.08% | 83 |
|
2020
Q3 | $221K | Buy |
3,721
+498
| +15% | +$29.6K | 0.09% | 81 |
|
2020
Q2 | $203K | Buy |
+3,223
| New | +$203K | 0.1% | 79 |
|
2019
Q4 | – | Sell |
-4,095
| Closed | -$248K | – | 81 |
|
2019
Q3 | $248K | Buy |
+4,095
| New | +$248K | 0.15% | 57 |
|
2019
Q2 | – | Sell |
-4,095
| Closed | -$240K | – | 71 |
|
2019
Q1 | $240K | Buy |
+4,095
| New | +$240K | 0.1% | 61 |
|
2018
Q4 | – | Sell |
-4,395
| Closed | -$235K | – | 195 |
|
2018
Q3 | $235K | Buy |
4,395
+2,978
| +210% | +$159K | 0.15% | 57 |
|
2018
Q2 | $71K | Buy |
+1,417
| New | +$71K | 0.05% | 77 |
|