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Retirement Income Solutions’s Verizon VZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-5,716
Closed -$290K 118
2022
Q2
$290K Sell
5,716
-26
-0.5% -$1.32K 0.1% 87
2022
Q1
$292K Buy
5,742
+26
+0.5% +$1.32K 0.08% 90
2021
Q4
$297K Sell
5,716
-27
-0.5% -$1.4K 0.08% 93
2021
Q3
$310K Buy
5,743
+332
+6% +$17.9K 0.1% 83
2021
Q2
$303K Sell
5,411
-731
-12% -$40.9K 0.1% 84
2021
Q1
$357K Hold
6,142
0.12% 72
2020
Q4
$361K Buy
6,142
+375
+7% +$22K 0.13% 67
2020
Q3
$343K Buy
5,767
+533
+10% +$31.7K 0.15% 62
2020
Q2
$289K Sell
5,234
-206
-4% -$11.4K 0.12% 65
2020
Q1
$292K Sell
5,440
-34
-0.6% -$1.83K 0.16% 57
2019
Q4
$336K Sell
5,474
-711
-11% -$43.6K 0.14% 57
2019
Q3
$373K Buy
6,185
+922
+18% +$55.6K 0.2% 50
2019
Q2
$301K Buy
5,263
+500
+10% +$28.6K 0.16% 55
2019
Q1
$282K Buy
4,763
+356
+8% +$21.1K 0.16% 56
2018
Q4
$248K Sell
4,407
-232
-5% -$13.1K 0.16% 55
2018
Q3
$248K Buy
4,639
+496
+12% +$26.5K 0.14% 60
2018
Q2
$208K Buy
+4,143
New +$208K 0.13% 65
2018
Q1
Sell
-4,386
Closed -$232K 76
2017
Q4
$232K Buy
+4,386
New +$232K 0.14% 66