Mount Yale Investment 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 | $289K | Sell |
6,682
-252
| -4% | -$10.9K | 0.02% | 467 |
|
|
2025
Q1 | $315K | Sell |
6,934
-1,816
| -21% | -$82.4K | 0.03% | 424 |
|
|
2024
Q4 | $350K | Buy |
8,750
+2,463
| +39% | +$98.5K | 0.03% | 404 |
|
|
2024
Q3 | $282K | Sell |
6,287
-111
| -2% | -$4.99K | 0.03% | 457 |
|
|
2024
Q2 | $264K | Sell |
6,398
-9,812
| -61% | -$405K | 0.02% | 465 |
|
|
2024
Q1 | $680K | Buy |
16,210
+5,884
| +57% | +$247K | 0.05% | 295 |
|
|
2023
Q4 | $389K | Sell |
10,326
-1,560
| -13% | -$58.8K | 0.04% | 365 |
|
|
2023
Q3 | $385K | Sell |
11,886
-13,923
| -54% | -$451K | 0.04% | 348 |
|
|
2023
Q2 | $960K | Buy |
25,809
+420
| +2% | +$15.6K | 0.1% | 203 |
|
|
2023
Q1 | $987K | Buy |
25,389
+1,399
| +6% | +$54.4K | 0.11% | 184 |
|
|
2022
Q4 | $945K | Sell |
23,990
-2,044
| -8% | -$80.5K | 0.11% | 192 |
|
|
2022
Q3 | $989K | Sell |
26,034
-3,250
| -11% | -$123K | 0.13% | 166 |
|
|
2022
Q2 | $1.49M | Sell |
29,284
-11,500
| -28% | -$584K | 0.19% | 124 |
|
|
2022
Q1 | $2.08M | Buy |
40,784
+5,871
| +17% | +$299K | 0.23% | 109 |
|
|
2021
Q4 | $1.81M | Buy |
34,913
+1,562
| +5% | +$81.2K | 0.19% | 121 |
|
|
2021
Q3 | $1.8M | Buy |
33,351
+5,464
| +20% | +$295K | 0.21% | 116 |
|
|
2021
Q2 | $1.56M | Buy |
27,887
+1,071
| +4% | +$60K | 0.19% | 118 |
|
|
2021
Q1 | $1.56M | Sell |
26,816
-2,357
| -8% | -$137K | 0.2% | 107 |
|
|
2020
Q4 | $1.71M | Buy |
29,173
+1,236
| +4% | +$72.6K | 0.24% | 96 |
|
|
2020
Q3 | $1.66M | Buy |
27,937
+2,921
| +12% | +$174K | 0.24% | 94 |
|
|
2020
Q2 | $1.38M | Sell |
25,016
-4,130
| -14% | -$228K | 0.25% | 99 |
|
|
2020
Q1 | $1.57M | Buy |
29,146
+2,048
| +8% | +$110K | 0.35% | 69 |
|
|
2019
Q4 | $1.61M | Buy |
27,098
+3,261
| +14% | +$194K | 0.28% | 89 |
|
|
2019
Q3 | $1.41M | Buy |
23,837
+1,526
| +7% | +$90.5K | 0.25% | 96 |
|
|
2019
Q2 | $1.23M | Buy |
22,311
+309
| +1% | +$17K | 0.23% | 101 |
|
|
2019
Q1 | $1.3M | Buy |
22,002
+1,612
| +8% | +$95.3K | 0.24% | 99 |
|
|
2018
Q4 | $1.1M | Sell |
20,390
-6,376
| -24% | -$345K | 0.22% | 104 |
|
|
2018
Q3 | $1.54M | Buy |
26,766
+2,368
| +10% | +$137K | 0.27% | 84 |
|
|
2018
Q2 | $1.23M | Buy |
24,398
+2,703
| +12% | +$136K | 0.23% | 102 |
|
|
2018
Q1 | $1.04M | Buy |
+21,695
| New | +$1.04M | 0.22% | 100 |
|