Regent Peak Wealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $363K | Sell |
7,999
-125
| -2% | -$5.67K | 0.09% | 102 |
|
|
2024
Q4 | $325K | Buy |
8,124
+62
| +0.8% | +$2.48K | 0.07% | 114 |
|
|
2024
Q3 | $362K | Buy |
8,062
+82
| +1% | +$3.68K | 0.08% | 106 |
|
|
2024
Q2 | $329K | Buy |
7,980
+270
| +4% | +$11.1K | 0.08% | 115 |
|
|
2024
Q1 | $324K | Buy |
7,710
+109
| +1% | +$4.57K | 0.08% | 115 |
|
|
2023
Q4 | $287K | Buy |
7,601
+1,074
| +16% | +$40.5K | 0.08% | 114 |
|
|
2023
Q3 | $212K | Sell |
6,527
-311
| -5% | -$10.1K | 0.06% | 137 |
|
|
2023
Q2 | $254K | Buy |
6,838
+240
| +4% | +$8.93K | 0.07% | 121 |
|
|
2023
Q1 | $257K | Sell |
6,598
-1,863
| -22% | -$72.5K | 0.08% | 123 |
|
|
2022
Q4 | $333K | Sell |
8,461
-1,231
| -13% | -$48.4K | 0.11% | 107 |
|
|
2022
Q3 | $368K | Sell |
9,692
-508
| -5% | -$19.3K | 0.13% | 97 |
|
|
2022
Q2 | $517K | Buy |
10,200
+870
| +9% | +$44.1K | 0.17% | 81 |
|
|
2022
Q1 | $475K | Buy |
9,330
+548
| +6% | +$27.9K | 0.14% | 89 |
|
|
2021
Q4 | $456K | Sell |
8,782
-1,758
| -17% | -$91.3K | 0.12% | 99 |
|
|
2021
Q3 | $569K | Buy |
10,540
+17
| +0.2% | +$918 | 0.16% | 85 |
|
|
2021
Q2 | $587K | Sell |
10,523
-802
| -7% | -$44.7K | 0.16% | 85 |
|
|
2021
Q1 | $658K | Sell |
11,325
-970
| -8% | -$56.4K | 0.22% | 74 |
|
|
2020
Q4 | $722K | Buy |
12,295
+2,309
| +23% | +$136K | 0.24% | 67 |
|
|
2020
Q3 | $594K | Sell |
9,986
-1,042
| -9% | -$62K | 0.25% | 64 |
|
|
2020
Q2 | $608K | Sell |
11,028
-1,451
| -12% | -$80K | 0.28% | 62 |
|
|
2020
Q1 | $670K | Buy |
12,479
+955
| +8% | +$51.3K | 0.37% | 57 |
|
|
2019
Q4 | $707K | Buy |
+11,524
| New | +$707K | 0.32% | 59 |
|