OneAscent Financial Services’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $836K | Buy |
19,244
+3,924
| +26% | +$170K | 0.06% | 213 |
|
|
2025
Q1 | $695K | Buy |
15,320
+733
| +5% | +$33.3K | 0.05% | 268 |
|
|
2024
Q4 | $583K | Buy |
14,587
+3,846
| +36% | +$154K | 0.05% | 231 |
|
|
2024
Q3 | $482K | Sell |
10,741
-3,540
| -25% | -$159K | 0.35% | 70 |
|
|
2024
Q2 | $589K | Buy |
14,281
+343
| +2% | +$14.1K | 0.08% | 134 |
|
|
2024
Q1 | $585K | Sell |
13,938
-209
| -1% | -$8.77K | 0.06% | 180 |
|
|
2023
Q4 | $533K | Buy |
14,147
+6,446
| +84% | +$243K | 0.07% | 184 |
|
|
2023
Q3 | $250K | Buy |
7,701
+1,241
| +19% | +$40.3K | 0.07% | 212 |
|
|
2023
Q2 | $240K | Buy |
+6,460
| New | +$240K | 0.11% | 100 |
|
|
2022
Q3 | – | Sell |
-4,036
| Closed | -$205K | – | 244 |
|
|
2022
Q2 | $205K | Buy |
+4,036
| New | +$205K | 0.09% | 204 |
|
|
2020
Q4 | – | Sell |
-5,650
| Closed | -$336K | – | 188 |
|
|
2020
Q3 | $336K | Sell |
5,650
-1,565
| -22% | -$93.1K | 0.18% | 126 |
|
|
2020
Q2 | $398K | Buy |
+7,215
| New | +$398K | 0.27% | 79 |
|
|
2019
Q3 | – | Sell |
-7,699
| Closed | -$440K | – | 192 |
|
|
2019
Q2 | $440K | Buy |
+7,699
| New | +$440K | 0.3% | 61 |
|