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 |
|