Pinion Investment 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
$289K Buy
6,675
+1,319
+25% +$57.1K 0.1% 139
2025
Q1
$243K Sell
5,356
-124
-2% -$5.63K 0.05% 140
2024
Q4
$219K Sell
5,480
-721
-12% -$28.8K 0.09% 147
2024
Q3
$279K Sell
6,201
-1,863
-23% -$83.7K 0.12% 133
2024
Q2
$333K Sell
8,064
-312
-4% -$12.9K 0.17% 106
2024
Q1
$351K Sell
8,376
-2,820
-25% -$118K 0.18% 108
2023
Q4
$422K Sell
11,196
-106
-0.9% -$4K 0.25% 87
2023
Q3
$366K Buy
11,302
+1,121
+11% +$36.3K 0.24% 104
2023
Q2
$379K Buy
10,181
+3,076
+43% +$114K 0.26% 99
2023
Q1
$276K Sell
7,105
-1,093
-13% -$42.5K 0.26% 102
2022
Q4
$323K Sell
8,198
-17,556
-68% -$692K 0.3% 91
2022
Q3
$978K Buy
25,754
+7,778
+43% +$295K 0.85% 25
2022
Q2
$912K Buy
17,976
+1,984
+12% +$101K 0.76% 32
2022
Q1
$815K Sell
15,992
-164
-1% -$8.36K 0.57% 46
2021
Q4
$839K Sell
16,156
-851
-5% -$44.2K 0.57% 51
2021
Q3
$919K Buy
17,007
+1,101
+7% +$59.5K 0.74% 36
2021
Q2
$891K Buy
15,906
+1,392
+10% +$78K 0.72% 34
2021
Q1
$844K Buy
14,514
+540
+4% +$31.4K 0.78% 31
2020
Q4
$821K Buy
13,974
+1,156
+9% +$67.9K 0.86% 25
2020
Q3
$707K Hold
12,818
1.07% 27
2020
Q2
$707K Buy
12,818
+630
+5% +$34.7K 1.07% 27
2020
Q1
$655K Buy
12,188
+1,995
+20% +$107K 1.41% 17
2019
Q4
$626K Buy
10,193
+386
+4% +$23.7K 1.16% 19
2019
Q3
$592K Sell
9,807
-686
-7% -$41.4K 1.21% 18
2019
Q2
$599K Sell
10,493
-965
-8% -$55.1K 1.28% 13
2019
Q1
$678K Sell
11,458
-80
-0.7% -$4.73K 1.19% 19
2018
Q4
$649K Sell
11,538
-1,859
-14% -$105K 1.37% 12
2018
Q3
$715K Sell
13,397
-1,217
-8% -$65K 1.37% 9
2018
Q2
$735K Buy
14,614
+168
+1% +$8.45K 1.42% 8
2018
Q1
$691K Buy
+14,446
New +$691K 1.48% 9