New World 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 | $286K | Buy |
6,607
+1,662
| +34% | +$71.9K | 0.06% | 53 |
|
2025
Q1 | $224K | Buy |
+4,945
| New | +$224K | 0.05% | 73 |
|
2024
Q4 | – | Sell |
-4,938
| Closed | -$222K | – | 85 |
|
2024
Q3 | $222K | Hold |
4,938
| – | – | 0.06% | 72 |
|
2024
Q2 | $204K | Hold |
4,938
| – | – | 0.06% | 72 |
|
2024
Q1 | $207K | Buy |
+4,938
| New | +$207K | 0.06% | 67 |
|
2022
Q3 | – | Sell |
-4,938
| Closed | -$249K | – | 67 |
|
2022
Q2 | $249K | Hold |
4,938
| – | – | 0.13% | 50 |
|
2022
Q1 | $272K | Hold |
4,938
| – | – | 0.14% | 47 |
|
2021
Q4 | $257K | Hold |
4,938
| – | – | 0.12% | 64 |
|
2021
Q3 | $261K | Sell |
4,938
-7,457
| -60% | -$394K | 0.12% | 58 |
|
2021
Q2 | $694K | Buy |
12,395
+7,457
| +151% | +$418K | 0.47% | 57 |
|
2021
Q1 | $287K | Sell |
4,938
-300
| -6% | -$17.4K | 0.16% | 19 |
|
2020
Q4 | $312K | Buy |
5,238
+300
| +6% | +$17.9K | 0.2% | 16 |
|
2020
Q3 | $294K | Hold |
4,938
| – | – | 0.19% | 19 |
|
2020
Q2 | $286K | Hold |
4,938
| – | – | 0.19% | 16 |
|
2020
Q1 | $303K | Hold |
4,938
| – | – | 0.19% | 16 |
|
2019
Q4 | $303K | Hold |
4,938
| – | – | 0.19% | 16 |
|
2019
Q3 | $298K | Hold |
4,938
| – | – | 0.2% | 14 |
|
2019
Q2 | $282K | Hold |
4,938
| – | – | 0.2% | 15 |
|
2019
Q1 | $292K | Buy |
+4,938
| New | +$292K | 0.21% | 11 |
|