Paces Ferry 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 | $277K | Sell |
6,391
-46
| -0.7% | -$1.99K | 0.13% | 95 |
|
|
2025
Q1 | $292K | Sell |
6,437
-38
| -0.6% | -$1.72K | 0.15% | 92 |
|
|
2024
Q4 | $259K | Sell |
6,475
-1,037
| -14% | -$41.5K | 0.13% | 103 |
|
|
2024
Q3 | $337K | Buy |
7,512
+1,059
| +16% | +$47.6K | 0.19% | 82 |
|
|
2024
Q2 | $266K | Sell |
6,453
-56
| -0.9% | -$2.31K | 0.16% | 92 |
|
|
2024
Q1 | $273K | Buy |
6,509
+761
| +13% | +$31.9K | 0.17% | 92 |
|
|
2023
Q4 | $217K | Buy |
+5,748
| New | +$217K | 0.15% | 101 |
|
|
2023
Q2 | – | Sell |
-6,180
| Closed | -$240K | – | 115 |
|
|
2023
Q1 | $240K | Buy |
+6,180
| New | +$240K | 0.19% | 97 |
|
|
2022
Q3 | – | Sell |
-5,163
| Closed | -$262K | – | 102 |
|
|
2022
Q2 | $262K | Buy |
5,163
+23
| +0.4% | +$1.17K | 0.26% | 84 |
|
|
2022
Q1 | $262K | Buy |
+5,140
| New | +$262K | 0.21% | 95 |
|
|
2021
Q4 | – | Sell |
-5,398
| Closed | -$292K | – | 123 |
|
|
2021
Q3 | $292K | Sell |
5,398
-9
| -0.2% | -$487 | 0.23% | 87 |
|
|
2021
Q2 | $303K | Buy |
5,407
+38
| +0.7% | +$2.13K | 0.23% | 88 |
|
|
2021
Q1 | $312K | Buy |
5,369
+1,824
| +51% | +$106K | 0.27% | 80 |
|
|
2020
Q4 | $208K | Sell |
3,545
-118
| -3% | -$6.92K | 0.19% | 107 |
|
|
2020
Q3 | $218K | Buy |
+3,663
| New | +$218K | 0.19% | 94 |
|