Pacific Capital 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
Q1 | – | Sell |
-524
| Closed | -$21K | – | 385 |
|
|
2024
Q4 | $21K | Hold |
524
| – | – | ﹤0.01% | 220 |
|
|
2024
Q3 | $23.5K | Sell |
524
-568
| -52% | -$25.5K | ﹤0.01% | 220 |
|
|
2024
Q2 | $45K | Buy |
1,092
+537
| +97% | +$22.1K | 0.01% | 161 |
|
|
2024
Q1 | $23.3K | Buy |
555
+31
| +6% | +$1.3K | 0.01% | 177 |
|
|
2023
Q4 | $19.8K | Buy |
+524
| New | +$19.8K | 0.01% | 196 |
|
|
2020
Q4 | – | Sell |
-639
| Closed | -$38K | – | 200 |
|
|
2020
Q3 | $38K | Buy |
+639
| New | +$38K | 0.02% | 114 |
|