Regal Wealth Group’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,783
Closed -$223K 49
2023
Q1
$223K Sell
5,783
-1,499
-21% -$57.9K 0.16% 45
2022
Q4
$287K Buy
7,282
+545
+8% +$21.5K 0.21% 35
2022
Q3
$246K Buy
6,737
+1,363
+25% +$49.8K 0.19% 40
2022
Q2
$273K Buy
5,374
+48
+0.9% +$2.44K 0.2% 41
2022
Q1
$287K Sell
5,326
-360
-6% -$19.4K 0.18% 42
2021
Q4
$295K Sell
5,686
-53
-0.9% -$2.75K 0.17% 44
2021
Q3
$310K Buy
5,739
+40
+0.7% +$2.16K 0.19% 42
2021
Q2
$319K Sell
5,699
-547
-9% -$30.6K 0.19% 43
2021
Q1
$363K Buy
6,246
+37
+0.6% +$2.15K 0.21% 32
2020
Q4
$365K Buy
6,209
+159
+3% +$9.35K 0.22% 31
2020
Q3
$360K Buy
6,050
+36
+0.6% +$2.14K 0.28% 28
2020
Q2
$332K Buy
6,014
+1,401
+30% +$77.3K 0.27% 31
2020
Q1
$248K Buy
4,613
+619
+15% +$33.3K 0.24% 33
2019
Q4
$245K Buy
3,994
+314
+9% +$19.3K 0.16% 39
2019
Q3
$222K Buy
3,680
+16
+0.4% +$965 0.15% 38
2019
Q2
$209K Sell
3,664
-157
-4% -$8.96K 0.15% 40
2019
Q1
$226K Buy
3,821
+20
+0.5% +$1.18K 0.16% 39
2018
Q4
$214K Buy
3,801
+18
+0.5% +$1.01K 0.2% 36
2018
Q3
$202K Buy
3,783
+19
+0.5% +$1.02K 0.14% 41
2018
Q2
$189K Sell
3,764
-181
-5% -$9.09K 0.2% 42
2018
Q1
$189K Buy
3,945
+219
+6% +$10.5K 0.15% 43
2017
Q4
$197K Buy
3,726
+19
+0.5% +$1.01K 0.14% 44
2017
Q3
$183K Buy
3,707
+25
+0.7% +$1.23K 0.14% 42
2017
Q2
$164K Buy
3,682
+24
+0.7% +$1.07K 0.13% 48
2017
Q1
$178K Buy
3,658
+24
+0.7% +$1.17K 0.14% 45
2016
Q4
$194K Sell
3,634
-64
-2% -$3.42K 0.16% 41
2016
Q3
$192K Buy
3,698
+20
+0.5% +$1.04K 0.17% 33
2016
Q2
$205K Buy
3,678
+108
+3% +$6.02K 0.19% 32
2016
Q1
$193K Buy
3,570
+22
+0.6% +$1.19K 0.19% 32
2015
Q4
$164K Buy
+3,548
New +$164K 0.16% 34