Lowe Wealth 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 | $88.9K | Hold |
2,055
| – | – | 0.03% | 102 |
|
|
2025
Q1 | $93.2K | Buy |
2,055
+4
| +0.2% | +$181 | 0.04% | 93 |
|
|
2024
Q4 | $82K | Hold |
2,051
| – | – | 0.04% | 98 |
|
|
2024
Q3 | $92.1K | Sell |
2,051
-26
| -1% | -$1.17K | 0.04% | 81 |
|
|
2024
Q2 | $85.7K | Sell |
2,077
-416
| -17% | -$17.2K | 0.04% | 87 |
|
|
2024
Q1 | $105K | Sell |
2,493
-52
| -2% | -$2.18K | 0.05% | 76 |
|
|
2023
Q4 | $95.9K | Sell |
2,545
-200
| -7% | -$7.54K | 0.05% | 80 |
|
|
2023
Q3 | $89K | Sell |
2,745
-80
| -3% | -$2.59K | 0.05% | 78 |
|
|
2023
Q2 | $105K | Sell |
2,825
-4,078
| -59% | -$152K | 0.05% | 77 |
|
|
2023
Q1 | $268K | Sell |
6,903
-17,248
| -71% | -$671K | 0.14% | 42 |
|
|
2022
Q4 | $952K | Sell |
24,151
-5,295
| -18% | -$209K | 0.53% | 20 |
|
|
2022
Q3 | $1.12M | Sell |
29,446
-1,262
| -4% | -$47.9K | 0.66% | 16 |
|
|
2022
Q2 | $1.56M | Buy |
30,708
+957
| +3% | +$48.6K | 0.85% | 14 |
|
|
2022
Q1 | $1.52M | Buy |
29,751
+2,058
| +7% | +$105K | 0.69% | 16 |
|
|
2021
Q4 | $1.44M | Buy |
27,693
+1,831
| +7% | +$95.1K | 0.63% | 18 |
|
|
2021
Q3 | $1.4M | Buy |
25,862
+251
| +1% | +$13.6K | 0.66% | 18 |
|
|
2021
Q2 | $1.44M | Buy |
25,611
+4,451
| +21% | +$249K | 0.69% | 16 |
|
|
2021
Q1 | $1.23M | Buy |
21,160
+18,341
| +651% | +$1.07M | 0.62% | 19 |
|
|
2020
Q4 | $166K | Hold |
2,819
| – | – | 0.08% | 39 |
|
|
2020
Q3 | $168K | Buy |
2,819
+1
| +0% | +$60 | 0.09% | 36 |
|
|
2020
Q2 | $155K | Hold |
2,818
| – | – | 0.09% | 37 |
|
|
2020
Q1 | $151K | Buy |
2,818
+203
| +8% | +$10.9K | 0.11% | 34 |
|
|
2019
Q4 | $161K | Hold |
2,615
| – | – | 0.09% | 34 |
|
|
2019
Q3 | $158K | Sell |
2,615
-182
| -7% | -$11K | 0.09% | 35 |
|
|
2019
Q2 | $160K | Buy |
2,797
+271
| +11% | +$15.5K | 0.1% | 34 |
|
|
2019
Q1 | $149K | Hold |
2,526
| – | – | 0.09% | 34 |
|
|
2018
Q4 | $142K | Hold |
2,526
| – | – | 0.1% | 33 |
|
|
2018
Q3 | $135K | Buy |
2,526
+1
| +0% | +$53 | 0.08% | 40 |
|
|
2018
Q2 | $127K | Sell |
2,525
-389
| -13% | -$19.6K | 0.08% | 40 |
|
|
2018
Q1 | $139K | Hold |
2,914
| – | – | 0.09% | 39 |
|
|
2017
Q4 | $154K | Buy |
2,914
+720
| +33% | +$38.1K | 0.09% | 40 |
|
|
2017
Q3 | $109K | Sell |
2,194
-232
| -10% | -$11.5K | 0.07% | 46 |
|
|
2017
Q2 | $108K | Hold |
2,426
| – | – | 0.07% | 45 |
|
|
2017
Q1 | $118K | Hold |
2,426
| – | – | 0.08% | 42 |
|
|
2016
Q4 | $129K | Hold |
2,426
| – | – | 0.09% | 37 |
|
|
2016
Q3 | $126K | Buy |
2,426
+70
| +3% | +$3.64K | 0.09% | 35 |
|
|
2016
Q2 | $132K | Buy |
2,356
+19
| +0.8% | +$1.07K | 0.09% | 36 |
|
|
2016
Q1 | $126K | Sell |
2,337
-200
| -8% | -$10.8K | 0.09% | 37 |
|
|
2015
Q4 | $117K | Buy |
2,537
+200
| +9% | +$9.22K | 0.08% | 38 |
|
|
2015
Q3 | $102K | Sell |
2,337
-1,449
| -38% | -$63.2K | 0.08% | 37 |
|
|
2015
Q2 | $176K | Buy |
3,786
+95
| +3% | +$4.42K | 0.12% | 33 |
|
|
2015
Q1 | $179K | Buy |
3,691
+1,387
| +60% | +$67.3K | 0.12% | 30 |
|
|
2014
Q4 | $108K | Buy |
+2,304
| New | +$108K | 0.08% | 43 |
|