Physician 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 | $38.7K | Buy |
894
+122
| +16% | +$5.28K | 0.01% | 383 |
|
|
2025
Q1 | $35K | Buy |
772
+28
| +4% | +$1.27K | 0.01% | 386 |
|
|
2024
Q4 | $29.7K | Buy |
+744
| New | +$29.7K | 0.01% | 431 |
|
|
2022
Q2 | – | Sell |
-4,230
| Closed | -$205K | – | 163 |
|
|
2022
Q1 | $205K | Sell |
4,230
-1,427
| -25% | -$69.2K | 0.05% | 149 |
|
|
2021
Q4 | $307K | Buy |
5,657
+8
| +0.1% | +$434 | 0.08% | 122 |
|
|
2021
Q3 | $295K | Buy |
5,649
+1,043
| +23% | +$54.5K | 0.08% | 123 |
|
|
2021
Q2 | $258K | Buy |
4,606
+231
| +5% | +$12.9K | 0.07% | 127 |
|
|
2021
Q1 | $258K | Buy |
4,375
+500
| +13% | +$29.5K | 0.08% | 124 |
|
|
2020
Q4 | $221K | Buy |
3,875
+41
| +1% | +$2.34K | 0.08% | 130 |
|
|
2020
Q3 | $221K | Buy |
3,834
+7
| +0.2% | +$403 | 0.09% | 119 |
|
|
2020
Q2 | $226K | Sell |
3,827
-192
| -5% | -$11.3K | 0.09% | 120 |
|
|
2020
Q1 | $233K | Buy |
4,019
+296
| +8% | +$17.2K | 0.12% | 96 |
|
|
2019
Q4 | $220K | Hold |
3,723
| – | – | 0.1% | 108 |
|
|
2019
Q3 | $221K | Buy |
+3,723
| New | +$221K | 0.11% | 98 |
|