Resonant Capital 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
$784K Buy
18,126
+2,976
+20% +$129K 0.05% 185
2025
Q1
$687K Buy
15,150
+1,284
+9% +$58.2K 0.05% 178
2024
Q4
$555K Sell
13,866
-274
-2% -$11K 0.04% 199
2024
Q3
$635K Buy
14,140
+562
+4% +$25.2K 0.05% 188
2024
Q2
$560K Buy
13,578
+561
+4% +$23.1K 0.05% 192
2024
Q1
$546K Buy
13,017
+2,402
+23% +$101K 0.05% 193
2023
Q4
$400K Buy
10,615
+1,512
+17% +$57K 0.04% 198
2023
Q3
$295K Buy
9,103
+1,499
+20% +$48.6K 0.03% 215
2023
Q2
$283K Buy
7,604
+54
+0.7% +$2.01K 0.03% 218
2023
Q1
$294K Sell
7,550
-3,563
-32% -$139K 0.03% 202
2022
Q4
$438K Sell
11,113
-25,129
-69% -$990K 0.05% 179
2022
Q3
$1.38M Sell
36,242
-1,717
-5% -$65.2K 0.21% 96
2022
Q2
$1.93M Buy
37,959
+1,482
+4% +$75.2K 0.3% 81
2022
Q1
$1.9M Buy
36,477
+3,487
+11% +$182K 0.28% 77
2021
Q4
$1.71M Buy
32,990
+3,059
+10% +$159K 0.26% 79
2021
Q3
$1.62M Buy
29,931
+3,503
+13% +$189K 0.28% 74
2021
Q2
$1.48M Buy
26,428
+718
+3% +$40.2K 0.29% 76
2021
Q1
$1.5M Buy
25,710
+2,775
+12% +$161K 0.31% 72
2020
Q4
$1.35M Buy
22,935
+1,736
+8% +$102K 0.32% 69
2020
Q3
$1.26M Buy
21,199
+3,674
+21% +$219K 0.36% 66
2020
Q2
$966K Sell
17,525
-4,599
-21% -$254K 0.28% 76
2020
Q1
$1.19M Buy
22,124
+2,325
+12% +$125K 0.43% 77
2019
Q4
$1.22M Buy
+19,799
New +$1.22M 0.38% 82