J.W. Coons 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 | $225K | Buy |
5,197
+5
| +0.1% | +$216 | 0.05% | 226 |
|
|
2025
Q1 | $236K | Buy |
5,192
+5
| +0.1% | +$227 | 0.06% | 218 |
|
|
2024
Q4 | $207K | Sell |
5,187
-135
| -3% | -$5.4K | 0.05% | 226 |
|
|
2024
Q3 | $239K | Hold |
5,322
| – | – | 0.06% | 216 |
|
|
2024
Q2 | $219K | Hold |
5,322
| – | – | 0.05% | 218 |
|
|
2024
Q1 | $223K | Hold |
5,322
| – | – | 0.05% | 223 |
|
|
2023
Q4 | $201K | Buy |
+5,322
| New | +$201K | 0.05% | 240 |
|
|
2023
Q3 | – | Sell |
-6,587
| Closed | -$245K | – | 233 |
|
|
2023
Q2 | $245K | Sell |
6,587
-200
| -3% | -$7.44K | 0.07% | 215 |
|
|
2023
Q1 | $264K | Sell |
6,787
-264
| -4% | -$10.3K | 0.08% | 203 |
|
|
2022
Q4 | $278K | Sell |
7,051
-1,126
| -14% | -$44.4K | 0.08% | 194 |
|
|
2022
Q3 | $310K | Buy |
8,177
+1,365
| +20% | +$51.7K | 0.12% | 170 |
|
|
2022
Q2 | $343K | Sell |
6,812
-215
| -3% | -$10.8K | 0.12% | 171 |
|
|
2022
Q1 | $357K | Buy |
7,027
+1,761
| +33% | +$89.5K | 0.11% | 182 |
|
|
2021
Q4 | $274K | Hold |
5,266
| – | – | 0.08% | 203 |
|
|
2021
Q3 | $286K | Sell |
5,266
-838
| -14% | -$45.5K | 0.1% | 182 |
|
|
2021
Q2 | $341K | Sell |
6,104
-1,100
| -15% | -$61.5K | 0.12% | 161 |
|
|
2021
Q1 | $420K | Sell |
7,204
-6
| -0.1% | -$350 | 0.15% | 150 |
|
|
2020
Q4 | $424K | Sell |
7,210
-199
| -3% | -$11.7K | 0.16% | 141 |
|
|
2020
Q3 | $443K | Sell |
7,409
-749
| -9% | -$44.8K | 0.18% | 127 |
|
|
2020
Q2 | $449K | Buy |
8,158
+251
| +3% | +$13.8K | 0.2% | 125 |
|
|
2020
Q1 | $427K | Buy |
+7,907
| New | +$427K | 0.22% | 114 |
|