Powell 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 | $200K | Hold |
4,627
| – | – | 0.08% | 126 |
|
|
2025
Q1 | $210K | Buy |
+4,627
| New | +$210K | 0.1% | 110 |
|
|
2024
Q4 | – | Sell |
-4,896
| Closed | -$220K | – | 168 |
|
|
2024
Q3 | $220K | Hold |
4,896
| – | – | 0.1% | 115 |
|
|
2024
Q2 | $202K | Hold |
4,896
| – | – | 0.1% | 114 |
|
|
2024
Q1 | $205K | Buy |
+4,896
| New | +$205K | 0.11% | 115 |
|
|
2023
Q3 | – | Sell |
-6,005
| Closed | -$223K | – | 147 |
|
|
2023
Q2 | $223K | Sell |
6,005
-486
| -7% | -$18.1K | 0.13% | 92 |
|
|
2023
Q1 | $252K | Sell |
6,491
-82
| -1% | -$3.19K | 0.14% | 86 |
|
|
2022
Q4 | $259K | Buy |
6,573
+125
| +2% | +$4.93K | 0.15% | 88 |
|
|
2022
Q3 | $245K | Buy |
6,448
+1,570
| +32% | +$59.7K | 0.16% | 94 |
|
|
2022
Q2 | $248K | Sell |
4,878
-1
| -0% | -$51 | 0.15% | 92 |
|
|
2022
Q1 | $249K | Hold |
4,879
| – | – | 0.14% | 86 |
|
|
2021
Q4 | $254K | Hold |
4,879
| – | – | 0.14% | 89 |
|
|
2021
Q3 | $264K | Hold |
4,879
| – | – | 0.16% | 83 |
|
|
2021
Q2 | $273K | Sell |
4,879
-698
| -13% | -$39.1K | 0.17% | 83 |
|
|
2021
Q1 | $324K | Buy |
5,577
+32
| +0.6% | +$1.86K | 0.21% | 66 |
|
|
2020
Q4 | $326K | Sell |
5,545
-290
| -5% | -$17.1K | 0.25% | 59 |
|
|
2020
Q3 | $347K | Sell |
5,835
-389
| -6% | -$23.1K | 0.3% | 49 |
|
|
2020
Q2 | $343K | Buy |
6,224
+4
| +0.1% | +$220 | 0.33% | 51 |
|
|
2020
Q1 | $334K | Sell |
6,220
-137
| -2% | -$7.36K | 0.4% | 51 |
|
|
2019
Q4 | $390K | Buy |
+6,357
| New | +$390K | 0.41% | 56 |
|