River Wealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,816
| Closed | -$202K | – | 209 |
|
|
2024
Q1 | $202K | Buy |
+4,816
| New | +$202K | 0.03% | 207 |
|
|
2023
Q3 | – | Sell |
-6,176
| Closed | -$230K | – | 213 |
|
|
2023
Q2 | $230K | Sell |
6,176
-286
| -4% | -$10.6K | 0.04% | 196 |
|
|
2023
Q1 | $251K | Sell |
6,462
-29,152
| -82% | -$1.13M | 0.05% | 187 |
|
|
2022
Q4 | $1.4M | Sell |
35,614
-6,509
| -15% | -$256K | 0.27% | 89 |
|
|
2022
Q3 | $1.6M | Sell |
42,123
-5,455
| -11% | -$207K | 0.34% | 79 |
|
|
2022
Q2 | $2.42M | Sell |
47,578
-798
| -2% | -$40.5K | 0.45% | 67 |
|
|
2022
Q1 | $2.46M | Sell |
48,376
-229
| -0.5% | -$11.7K | 0.39% | 71 |
|
|
2021
Q4 | $2.53M | Sell |
48,605
-3,354
| -6% | -$174K | 0.39% | 72 |
|
|
2021
Q3 | $2.81M | Sell |
51,959
-1,751
| -3% | -$94.6K | 0.48% | 60 |
|
|
2021
Q2 | $3.01M | Sell |
53,710
-4,964
| -8% | -$278K | 0.53% | 59 |
|
|
2021
Q1 | $3.41M | Buy |
58,674
+3,136
| +6% | +$182K | 0.64% | 45 |
|
|
2020
Q4 | $3.26M | Buy |
55,538
+9,241
| +20% | +$543K | 0.71% | 40 |
|
|
2020
Q3 | $2.75M | Buy |
46,297
+10,279
| +29% | +$611K | 0.72% | 45 |
|
|
2020
Q2 | $1.99M | Buy |
36,018
+6,590
| +22% | +$363K | 0.6% | 53 |
|
|
2020
Q1 | $1.58M | Buy |
29,428
+181
| +0.6% | +$9.72K | 0.63% | 55 |
|
|
2019
Q4 | $1.8M | Buy |
29,247
+1,998
| +7% | +$123K | 0.61% | 60 |
|
|
2019
Q3 | $1.65M | Buy |
27,249
+888
| +3% | +$53.6K | 0.62% | 60 |
|
|
2019
Q2 | $1.51M | Buy |
26,361
+751
| +3% | +$42.9K | 0.59% | 61 |
|
|
2019
Q1 | $1.51M | Buy |
25,610
+700
| +3% | +$41.4K | 0.63% | 56 |
|
|
2018
Q4 | $1.4M | Sell |
24,910
-2,395
| -9% | -$135K | 0.62% | 56 |
|
|
2018
Q3 | $1.46M | Sell |
27,305
-778
| -3% | -$41.5K | 0.54% | 60 |
|
|
2018
Q2 | $1.41M | Sell |
28,083
-1,120
| -4% | -$56.4K | 0.55% | 61 |
|
|
2018
Q1 | $1.4M | Sell |
29,203
-4,255
| -13% | -$203K | 0.59% | 61 |
|
|
2017
Q4 | $1.77M | Sell |
33,458
-190
| -0.6% | -$10.1K | 0.74% | 51 |
|
|
2017
Q3 | $1.67M | Sell |
33,648
-4,845
| -13% | -$240K | 0.75% | 48 |
|
|
2017
Q2 | $1.72M | Sell |
38,493
-993
| -3% | -$44.3K | 0.8% | 46 |
|
|
2017
Q1 | $1.93M | Buy |
39,486
+6,950
| +21% | +$339K | 0.93% | 37 |
|
|
2016
Q4 | $1.74M | Sell |
32,536
-626
| -2% | -$33.4K | 0.88% | 43 |
|
|
2016
Q3 | $1.72M | Buy |
33,162
+438
| +1% | +$22.8K | 0.95% | 39 |
|
|
2016
Q2 | $1.83M | Buy |
32,724
+1,601
| +5% | +$89.4K | 1.05% | 32 |
|
|
2016
Q1 | $1.68M | Sell |
31,123
-27
| -0.1% | -$1.46K | 1.01% | 36 |
|
|
2015
Q4 | $1.44M | Sell |
31,150
-491
| -2% | -$22.7K | 0.91% | 38 |
|
|
2015
Q3 | $1.38M | Buy |
31,641
+481
| +2% | +$20.9K | 0.95% | 37 |
|
|
2015
Q2 | $1.45M | Sell |
31,160
-1,939
| -6% | -$90.4K | 0.92% | 36 |
|
|
2015
Q1 | $1.61M | Buy |
+33,099
| New | +$1.61M | 1% | 35 |
|