Sax 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 | $1.01M | Buy |
23,379
+966
| +4% | +$41.8K | 0.06% | 176 |
|
|
2025
Q1 | $1.02M | Sell |
22,413
-4,155
| -16% | -$188K | 0.07% | 139 |
|
|
2024
Q4 | $1.06M | Sell |
26,568
-812
| -3% | -$32.5K | 0.08% | 116 |
|
|
2024
Q3 | $1.23M | Buy |
27,380
+14,713
| +116% | +$661K | 0.11% | 78 |
|
|
2024
Q2 | $522K | Buy |
12,667
+2,689
| +27% | +$111K | 0.05% | 140 |
|
|
2024
Q1 | $419K | Sell |
9,978
-933
| -9% | -$39.1K | 0.05% | 128 |
|
|
2023
Q4 | $411K | Sell |
10,911
-1,292
| -11% | -$48.7K | 0.07% | 132 |
|
|
2023
Q3 | $396K | Buy |
12,203
+670
| +6% | +$21.7K | 0.08% | 126 |
|
|
2023
Q2 | $429K | Sell |
11,533
-2,316
| -17% | -$86.1K | 0.09% | 122 |
|
|
2023
Q1 | $539K | Sell |
13,849
-1,743
| -11% | -$67.8K | 0.12% | 102 |
|
|
2022
Q4 | $614K | Sell |
15,592
-317
| -2% | -$12.5K | 0.14% | 85 |
|
|
2022
Q3 | $604K | Buy |
15,909
+646
| +4% | +$24.5K | 0.16% | 83 |
|
|
2022
Q2 | $775K | Buy |
15,263
+418
| +3% | +$21.2K | 0.2% | 73 |
|
|
2022
Q1 | $756K | Sell |
14,845
-122
| -0.8% | -$6.21K | 0.18% | 70 |
|
|
2021
Q4 | $778K | Sell |
14,967
-406
| -3% | -$21.1K | 0.16% | 82 |
|
|
2021
Q3 | $830K | Sell |
15,373
-325
| -2% | -$17.5K | 0.2% | 70 |
|
|
2021
Q2 | $880K | Buy |
15,698
+3,832
| +32% | +$215K | 0.3% | 63 |
|
|
2021
Q1 | $690K | Buy |
11,866
+3,168
| +36% | +$184K | 0.25% | 70 |
|
|
2020
Q4 | $511K | Buy |
+8,698
| New | +$511K | 0.23% | 75 |
|