Private Wealth Advisors (California)’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-51,364
| Closed | -$2.62M | – | 89 |
|
|
2022
Q1 | $2.62M | Buy |
51,364
+22,121
| +76% | +$1.13M | 0.83% | 30 |
|
|
2021
Q4 | $1.52M | Buy |
29,243
+1,199
| +4% | +$62.3K | 0.32% | 35 |
|
|
2021
Q3 | $1.45M | Sell |
28,044
-12,371
| -31% | -$641K | 0.35% | 43 |
|
|
2021
Q2 | $2.26M | Sell |
40,415
-10,947
| -21% | -$613K | 0.69% | 31 |
|
|
2021
Q1 | $2.99M | Buy |
51,362
+15,551
| +43% | +$904K | 1.01% | 21 |
|
|
2020
Q4 | $2.04M | Buy |
35,811
+3,219
| +10% | +$184K | 0.71% | 26 |
|
|
2020
Q3 | $1.94M | Buy |
32,592
+7,946
| +32% | +$473K | 1% | 22 |
|
|
2020
Q2 | $1.36M | Buy |
24,646
+5,914
| +32% | +$326K | 0.95% | 22 |
|
|
2020
Q1 | $1.01M | Buy |
18,732
+3,065
| +20% | +$165K | 0.82% | 26 |
|
|
2019
Q4 | $962K | Buy |
15,667
+4,110
| +36% | +$252K | 0.55% | 41 |
|
|
2019
Q3 | $698K | Buy |
11,557
+1,065
| +10% | +$64.3K | 0.45% | 36 |
|
|
2019
Q2 | $620K | Hold |
10,492
| – | – | 0.42% | 38 |
|
|
2019
Q1 | $620K | Buy |
10,492
+89
| +0.9% | +$5.26K | 0.42% | 38 |
|
|
2018
Q4 | $585K | Buy |
+10,403
| New | +$585K | 0.47% | 36 |
|