Legacy Financial 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 | $871K | Sell |
20,136
-19,085
| -49% | -$826K | 0.14% | 127 |
|
2025
Q1 | $1.78M | Buy |
39,221
+1,166
| +3% | +$52.9K | 0.3% | 55 |
|
2024
Q4 | $1.52M | Sell |
38,055
-1,546
| -4% | -$61.8K | 0.25% | 68 |
|
2024
Q3 | $1.78M | Buy |
39,601
+2,300
| +6% | +$103K | 0.3% | 58 |
|
2024
Q2 | $1.54M | Buy |
37,301
+914
| +3% | +$37.7K | 0.27% | 59 |
|
2024
Q1 | $1.53M | Buy |
36,387
+1,786
| +5% | +$74.9K | 0.27% | 65 |
|
2023
Q4 | $1.3M | Buy |
34,601
+288
| +0.8% | +$10.9K | 0.25% | 68 |
|
2023
Q3 | $1.11M | Sell |
34,313
-1,029
| -3% | -$33.4K | 0.22% | 62 |
|
2023
Q2 | $1.31M | Buy |
35,342
+1,244
| +4% | +$46.3K | 0.25% | 52 |
|
2023
Q1 | $1.33M | Buy |
34,098
+73
| +0.2% | +$2.84K | 0.27% | 44 |
|
2022
Q4 | $1.34M | Buy |
34,025
+10,930
| +47% | +$431K | 0.29% | 37 |
|
2022
Q3 | $877K | Sell |
23,095
-5,065
| -18% | -$192K | 0.21% | 58 |
|
2022
Q2 | $1.43M | Buy |
28,160
+3,702
| +15% | +$188K | 0.36% | 31 |
|
2022
Q1 | $1.25M | Buy |
24,458
+860
| +4% | +$43.8K | 0.28% | 35 |
|
2021
Q4 | $1.23M | Buy |
23,598
+1,750
| +8% | +$90.9K | 0.28% | 38 |
|
2021
Q3 | $1.18M | Buy |
21,848
+3,328
| +18% | +$180K | 0.29% | 32 |
|
2021
Q2 | $1.04M | Buy |
18,520
+4,550
| +33% | +$255K | 0.26% | 36 |
|
2021
Q1 | $812K | Buy |
13,970
+1,411
| +11% | +$82K | 0.22% | 43 |
|
2020
Q4 | $738K | Buy |
12,559
+701
| +6% | +$41.2K | 0.21% | 43 |
|
2020
Q3 | $705K | Buy |
+11,858
| New | +$705K | 0.22% | 43 |
|
2020
Q1 | – | Sell |
-4,066
| Closed | -$250K | – | 119 |
|
2019
Q4 | $250K | Sell |
4,066
-328
| -7% | -$20.2K | 0.08% | 105 |
|
2019
Q3 | $265K | Sell |
4,394
-510
| -10% | -$30.8K | 0.09% | 98 |
|
2019
Q2 | $280K | Sell |
4,904
-1
| -0% | -$57 | 0.1% | 95 |
|
2019
Q1 | $290K | Sell |
4,905
-528
| -10% | -$31.2K | 0.1% | 92 |
|
2018
Q4 | $305K | Sell |
5,433
-1,020
| -16% | -$57.3K | 0.12% | 73 |
|
2018
Q3 | $344K | Buy |
6,453
+13
| +0.2% | +$693 | 0.12% | 68 |
|
2018
Q2 | $331K | Sell |
6,440
-662
| -9% | -$34K | 0.13% | 68 |
|
2018
Q1 | $342K | Buy |
7,102
+3,997
| +129% | +$192K | 0.14% | 70 |
|
2017
Q4 | $164K | Buy |
+3,105
| New | +$164K | 0.07% | 132 |
|