Ropes Wealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $771K | Sell |
23,783
-142
| -0.6% | -$4.6K | 0.15% | 120 |
|
|
2023
Q2 | $890K | Buy |
23,925
+3,500
| +17% | +$130K | 0.15% | 127 |
|
|
2023
Q1 | $794K | Sell |
20,425
-97
| -0.5% | -$3.77K | 0.14% | 136 |
|
|
2022
Q4 | $809K | Sell |
20,522
-11,419
| -36% | -$450K | 0.15% | 132 |
|
|
2022
Q3 | $1.21M | Sell |
31,941
-890
| -3% | -$33.8K | 0.25% | 93 |
|
|
2022
Q2 | $1.67M | Buy |
32,831
+11,670
| +55% | +$592K | 0.34% | 78 |
|
|
2022
Q1 | $1.08M | Sell |
21,161
-2,285
| -10% | -$116K | 0.19% | 115 |
|
|
2021
Q4 | $1.22M | Sell |
23,446
-23,209
| -50% | -$1.21M | 0.21% | 102 |
|
|
2021
Q3 | $2.52M | Sell |
46,655
-2,271
| -5% | -$123K | 0.4% | 61 |
|
|
2021
Q2 | $2.74M | Buy |
48,926
+2,014
| +4% | +$113K | 0.43% | 57 |
|
|
2021
Q1 | $2.75M | Sell |
46,912
-457
| -1% | -$26.8K | 0.48% | 55 |
|
|
2020
Q4 | $2.78M | Buy |
47,369
+6,477
| +16% | +$381K | 0.43% | 46 |
|
|
2020
Q3 | $2.43M | Buy |
40,892
+8,654
| +27% | +$515K | 0.47% | 45 |
|
|
2020
Q2 | $1.78M | Buy |
32,238
+12,163
| +61% | +$670K | 0.36% | 56 |
|
|
2020
Q1 | $1.08M | Buy |
20,075
+1,671
| +9% | +$89.8K | 0.27% | 70 |
|
|
2019
Q4 | $1.13M | Sell |
18,404
-2,755
| -13% | -$169K | 0.24% | 81 |
|
|
2019
Q3 | $1.28M | Buy |
21,159
+359
| +2% | +$21.7K | 0.27% | 75 |
|
|
2019
Q2 | $1.19M | Sell |
20,800
-682
| -3% | -$39K | 0.25% | 75 |
|
|
2019
Q1 | $1.27M | Sell |
21,482
-1,179
| -5% | -$69.7K | 0.34% | 73 |
|
|
2018
Q4 | $1.27M | Sell |
22,661
-3,254
| -13% | -$183K | 0.37% | 63 |
|
|
2018
Q3 | $1.38M | Buy |
25,915
+5,346
| +26% | +$286K | 0.34% | 72 |
|
|
2018
Q2 | $1.04M | Sell |
20,569
-614
| -3% | -$30.9K | 0.28% | 90 |
|
|
2018
Q1 | $1.01M | Sell |
21,183
-765
| -3% | -$36.6K | 0.28% | 86 |
|
|
2017
Q4 | $1.16M | Buy |
21,948
+583
| +3% | +$30.9K | 0.3% | 76 |
|
|
2017
Q3 | $1.06M | Sell |
21,365
-9,375
| -30% | -$464K | 0.29% | 79 |
|
|
2017
Q2 | $1.37M | Sell |
30,740
-3,033
| -9% | -$135K | 0.39% | 61 |
|
|
2017
Q1 | $1.65M | Sell |
33,773
-18,670
| -36% | -$910K | 0.48% | 52 |
|
|
2016
Q4 | $2.8M | Buy |
52,443
+1,064
| +2% | +$56.8K | 0.88% | 29 |
|
|
2016
Q3 | $2.67M | Buy |
51,379
+127
| +0.2% | +$6.6K | 0.9% | 28 |
|
|
2016
Q2 | $2.86M | Buy |
51,252
+645
| +1% | +$36K | 1% | 26 |
|
|
2016
Q1 | $2.74M | Sell |
50,607
-833
| -2% | -$45.1K | 1.21% | 24 |
|
|
2015
Q4 | $2.38M | Buy |
51,440
+15,704
| +44% | +$726K | 1.05% | 26 |
|
|
2015
Q3 | $1.56M | Buy |
35,736
+829
| +2% | +$36.1K | 0.82% | 29 |
|
|
2015
Q2 | $1.63M | Hold |
34,907
| – | – | 0.88% | 29 |
|
|
2015
Q1 | $1.7M | Buy |
+34,907
| New | +$1.7M | 0.88% | 28 |
|