San Luis Wealth 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 | $767K | Sell |
17,733
-1,835
| -9% | -$79.4K | 0.16% | 70 |
|
|
2025
Q1 | $888K | Sell |
19,568
-13,801
| -41% | -$626K | 0.2% | 57 |
|
|
2024
Q4 | $1.33M | Sell |
33,369
-82,160
| -71% | -$3.28M | 0.25% | 48 |
|
|
2024
Q3 | $5.19M | Sell |
115,529
-2,950
| -2% | -$132K | 1.07% | 22 |
|
|
2024
Q2 | $4.89M | Sell |
118,479
-27,959
| -19% | -$1.15M | 1.17% | 20 |
|
|
2024
Q1 | $6.15M | Sell |
146,438
-12,123
| -8% | -$509K | 3.23% | 7 |
|
|
2023
Q4 | $5.98M | Buy |
158,561
+10,489
| +7% | +$395K | 2.53% | 9 |
|
|
2023
Q3 | $4.8M | Buy |
148,072
+2,616
| +2% | +$84.8K | 2.31% | 12 |
|
|
2023
Q2 | $5.41M | Buy |
145,456
+21,875
| +18% | +$813K | 1.91% | 12 |
|
|
2023
Q1 | $4.81M | Buy |
123,581
+25,473
| +26% | +$991K | 1.84% | 11 |
|
|
2022
Q4 | $3.87M | Buy |
98,108
+67,038
| +216% | +$2.64M | 3.6% | 7 |
|
|
2022
Q3 | $1.18M | Buy |
31,070
+19,645
| +172% | +$746K | 1.24% | 24 |
|
|
2022
Q2 | $580K | Sell |
11,425
-2,064
| -15% | -$105K | 0.67% | 34 |
|
|
2022
Q1 | $701K | Hold |
13,489
| – | – | 0.34% | 66 |
|
|
2021
Q4 | $701K | Sell |
13,489
-10,124
| -43% | -$526K | 0.71% | 37 |
|
|
2021
Q3 | $1.28M | Buy |
+23,613
| New | +$1.28M | 0.71% | 40 |
|
|
2020
Q4 | $756K | Buy |
+12,873
| New | +$756K | 0.49% | 52 |
|