RKL Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Sell |
6,425
-23
| -0.4% | -$995 | 0.02% | 158 |
|
|
2025
Q1 | $292K | Buy |
6,448
+405
| +7% | +$18.4K | 0.03% | 154 |
|
|
2024
Q4 | $242K | Buy |
6,043
+876
| +17% | +$35K | 0.02% | 161 |
|
|
2024
Q3 | $232K | Buy |
5,167
+14
| +0.3% | +$629 | 0.02% | 149 |
|
|
2024
Q2 | $213K | Sell |
5,153
-1,967
| -28% | -$81.1K | 0.02% | 140 |
|
|
2024
Q1 | $299K | Buy |
7,120
+31
| +0.4% | +$1.3K | 0.03% | 122 |
|
|
2023
Q4 | $267K | Buy |
+7,089
| New | +$267K | 0.03% | 128 |
|
|
2023
Q3 | – | Sell |
-10,293
| Closed | -$383K | – | 136 |
|
|
2023
Q2 | $383K | Buy |
10,293
+2,459
| +31% | +$91.5K | 0.05% | 107 |
|
|
2023
Q1 | $305K | Sell |
7,834
-711
| -8% | -$27.6K | 0.04% | 113 |
|
|
2022
Q4 | $337K | Sell |
8,545
-2,093
| -20% | -$82.5K | 0.05% | 112 |
|
|
2022
Q3 | $404K | Buy |
10,638
+692
| +7% | +$26.3K | 0.06% | 99 |
|
|
2022
Q2 | $505K | Buy |
9,946
+1,551
| +18% | +$78.8K | 0.07% | 92 |
|
|
2022
Q1 | $428K | Buy |
8,395
+4,047
| +93% | +$206K | 0.05% | 106 |
|
|
2021
Q4 | $226K | Buy |
4,348
+80
| +2% | +$4.16K | 0.03% | 122 |
|
|
2021
Q3 | $231K | Sell |
4,268
-328
| -7% | -$17.8K | 0.03% | 120 |
|
|
2021
Q2 | $257K | Sell |
4,596
-63
| -1% | -$3.52K | 0.03% | 118 |
|
|
2021
Q1 | $271K | Sell |
4,659
-2,262
| -33% | -$132K | 0.04% | 114 |
|
|
2020
Q4 | $407K | Sell |
6,921
-735
| -10% | -$43.2K | 0.06% | 95 |
|
|
2020
Q3 | $455K | Buy |
7,656
+1,464
| +24% | +$87K | 0.07% | 90 |
|
|
2020
Q2 | $341K | Sell |
6,192
-108
| -2% | -$5.95K | 0.06% | 95 |
|
|
2020
Q1 | $338K | Sell |
6,300
-791
| -11% | -$42.4K | 0.07% | 93 |
|
|
2019
Q4 | $435K | Buy |
7,091
+25
| +0.4% | +$1.53K | 0.08% | 96 |
|
|
2019
Q3 | $428K | Buy |
7,066
+409
| +6% | +$24.8K | 0.08% | 99 |
|
|
2019
Q2 | $380K | Sell |
6,657
-3,656
| -35% | -$209K | 0.07% | 105 |
|
|
2019
Q1 | $611K | Buy |
10,313
+502
| +5% | +$29.7K | 0.12% | 90 |
|
|
2018
Q4 | $551K | Sell |
9,811
-2,183
| -18% | -$123K | 0.13% | 90 |
|
|
2018
Q3 | $638K | Sell |
11,994
-1,017
| -8% | -$54.1K | 0.14% | 91 |
|
|
2018
Q2 | $654K | Sell |
13,011
-2,112
| -14% | -$106K | 0.15% | 89 |
|
|
2018
Q1 | $724K | Sell |
15,123
-661
| -4% | -$31.6K | 0.17% | 88 |
|
|
2017
Q4 | $831K | Sell |
15,784
-8,779
| -36% | -$462K | 0.21% | 88 |
|
|
2017
Q3 | $1.22M | Sell |
24,563
-2,545
| -9% | -$126K | 0.34% | 58 |
|
|
2017
Q2 | $1.21M | Sell |
27,108
-4,657
| -15% | -$207K | 0.38% | 57 |
|
|
2017
Q1 | $1.55M | Sell |
31,765
-2,455
| -7% | -$120K | 0.62% | 41 |
|
|
2016
Q4 | $1.83M | Sell |
34,220
-2,692
| -7% | -$144K | 0.88% | 31 |
|
|
2016
Q3 | $1.92M | Buy |
36,912
+5,259
| +17% | +$273K | 0.97% | 28 |
|
|
2016
Q2 | $1.73M | Buy |
31,653
+9,950
| +46% | +$545K | 0.9% | 28 |
|
|
2016
Q1 | $1.17M | Buy |
21,703
+15,519
| +251% | +$839K | 0.67% | 30 |
|
|
2015
Q4 | $295 | Sell |
6,184
-45
| -0.7% | -$2 | 0.14% | 46 |
|
|
2015
Q3 | $271K | Buy |
6,229
+200
| +3% | +$8.7K | 0.17% | 47 |
|
|
2015
Q2 | $281K | Sell |
6,029
-157
| -3% | -$7.32K | 0.17% | 47 |
|
|
2015
Q1 | $301K | Buy |
6,186
+645
| +12% | +$31.4K | 0.18% | 49 |
|
|
2014
Q4 | $259K | Hold |
5,541
| – | – | 0.17% | 54 |
|
|
2014
Q3 | $277K | Hold |
5,541
| – | – | 0.19% | 53 |
|
|
2014
Q2 | $271K | Buy |
5,541
+152
| +3% | +$7.43K | 0.2% | 52 |
|
|
2014
Q1 | $256K | Buy |
+5,389
| New | +$256K | 0.19% | 53 |
|