Realta 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 | $528K | Sell |
12,198
-2,676
| -18% | -$116K | 0.21% | 104 |
|
|
2025
Q1 | $675K | Sell |
14,874
-2,309
| -13% | -$105K | 0.31% | 79 |
|
|
2024
Q4 | $692K | Sell |
17,183
-2,875
| -14% | -$116K | 0.28% | 76 |
|
|
2024
Q3 | $866K | Sell |
20,058
-41,051
| -67% | -$1.77M | 0.4% | 62 |
|
|
2024
Q2 | $2.52M | Sell |
61,109
-6,132
| -9% | -$253K | 0.49% | 37 |
|
|
2024
Q1 | $2.82M | Buy |
67,241
+690
| +1% | +$29K | 0.58% | 26 |
|
|
2023
Q4 | $2.51M | Sell |
66,551
-8,819
| -12% | -$332K | 0.57% | 28 |
|
|
2023
Q3 | $2.8M | Sell |
75,370
-4,770
| -6% | -$177K | 0.64% | 21 |
|
|
2023
Q2 | $2.98M | Sell |
80,140
-2,523
| -3% | -$93.8K | 0.65% | 19 |
|
|
2023
Q1 | $3.21M | Sell |
82,663
-3,022
| -4% | -$118K | 0.78% | 16 |
|
|
2022
Q4 | $3.38M | Buy |
85,685
+14,554
| +20% | +$573K | 0.82% | 14 |
|
|
2022
Q3 | $2.7M | Sell |
71,131
-1,383
| -2% | -$52.5K | 0.71% | 19 |
|
|
2022
Q2 | $3.75M | Buy |
72,514
+13,948
| +24% | +$720K | 0.92% | 14 |
|
|
2022
Q1 | $2.98M | Buy |
58,566
+7,291
| +14% | +$371K | 0.59% | 24 |
|
|
2021
Q4 | $2.66M | Sell |
51,275
-140
| -0.3% | -$7.27K | 0.59% | 28 |
|
|
2021
Q3 | $2.78M | Buy |
51,415
+2,508
| +5% | +$135K | 0.65% | 28 |
|
|
2021
Q2 | $2.74M | Buy |
48,907
+4,538
| +10% | +$254K | 0.65% | 28 |
|
|
2021
Q1 | $2.58M | Buy |
44,369
+4,391
| +11% | +$255K | 0.68% | 28 |
|
|
2020
Q4 | $2.35M | Buy |
39,978
+5,339
| +15% | +$314K | 0.67% | 25 |
|
|
2020
Q3 | $2.06M | Buy |
34,639
+4,106
| +13% | +$244K | 0.69% | 24 |
|
|
2020
Q2 | $1.68M | Buy |
30,533
+2,960
| +11% | +$163K | 0.55% | 36 |
|
|
2020
Q1 | $1.48M | Sell |
27,573
-3,785
| -12% | -$203K | 0.64% | 29 |
|
|
2019
Q4 | $1.88M | Sell |
31,358
-608
| -2% | -$36.5K | 0.52% | 29 |
|
|
2019
Q3 | $1.92M | Buy |
31,966
+1,427
| +5% | +$85.9K | 0.52% | 28 |
|
|
2019
Q2 | $1.74M | Buy |
30,539
+3,123
| +11% | +$178K | 0.48% | 33 |
|
|
2019
Q1 | $1.63M | Buy |
+27,416
| New | +$1.63M | 0.74% | 16 |
|