Sequoia Financial 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 | $11.9M | Buy |
275,659
+15,862
| +6% | +$686K | 0.08% | 171 |
|
|
2025
Q1 | $11.8M | Sell |
259,797
-356,142
| -58% | -$16.2M | 0.09% | 172 |
|
|
2024
Q4 | $24.6M | Buy |
615,939
+4,851
| +0.8% | +$194K | 0.24% | 92 |
|
|
2024
Q3 | $27.4M | Sell |
611,088
-82,388
| -12% | -$3.7M | 0.29% | 79 |
|
|
2024
Q2 | $28.6M | Sell |
693,476
-49,405
| -7% | -$2.04M | 0.34% | 69 |
|
|
2024
Q1 | $31.2M | Buy |
742,881
+168,661
| +29% | +$7.08M | 0.39% | 58 |
|
|
2023
Q4 | $21.6M | Sell |
574,220
-100,434
| -15% | -$3.79M | 0.27% | 81 |
|
|
2023
Q3 | $21.9M | Buy |
674,654
+32,029
| +5% | +$1.04M | 0.38% | 56 |
|
|
2023
Q2 | $23.9M | Sell |
642,625
-13,356
| -2% | -$497K | 0.41% | 49 |
|
|
2023
Q1 | $25.5M | Buy |
655,981
+62,742
| +11% | +$2.44M | 0.57% | 33 |
|
|
2022
Q4 | $23.4M | Buy |
593,239
+373,956
| +171% | +$14.7M | 0.57% | 30 |
|
|
2022
Q3 | $8.33M | Buy |
219,283
+16,661
| +8% | +$633K | 0.26% | 75 |
|
|
2022
Q2 | $10.3M | Buy |
202,622
+55,889
| +38% | +$2.84M | 0.29% | 65 |
|
|
2022
Q1 | $7.47M | Buy |
146,733
+24,684
| +20% | +$1.26M | 0.19% | 100 |
|
|
2021
Q4 | $6.34M | Buy |
122,049
+104,412
| +592% | +$5.43M | 0.17% | 102 |
|
|
2021
Q3 | $953K | Sell |
17,637
-89,827
| -84% | -$4.85M | 0.1% | 109 |
|
|
2021
Q2 | $6.02M | Buy |
107,464
+20,005
| +23% | +$1.12M | 0.22% | 84 |
|
|
2021
Q1 | $5.09M | Buy |
87,459
+4,053
| +5% | +$236K | 0.21% | 72 |
|
|
2020
Q4 | $4.9M | Buy |
83,406
+9,476
| +13% | +$557K | 0.22% | 60 |
|
|
2020
Q3 | $4.4M | Buy |
73,930
+19,173
| +35% | +$1.14M | 0.23% | 57 |
|
|
2020
Q2 | $3.02M | Buy |
54,757
+1,228
| +2% | +$67.7K | 0.18% | 68 |
|
|
2020
Q1 | $2.88M | Buy |
53,529
+8,241
| +18% | +$443K | 0.21% | 60 |
|
|
2019
Q4 | $2.78M | Buy |
45,288
+1,649
| +4% | +$101K | 0.18% | 74 |
|
|
2019
Q3 | $2.63M | Sell |
43,639
-543
| -1% | -$32.8K | 0.19% | 68 |
|
|
2019
Q2 | $2.52M | Buy |
44,182
+680
| +2% | +$38.8K | 0.19% | 72 |
|
|
2019
Q1 | $2.57M | Buy |
43,502
+21,401
| +97% | +$1.27M | 0.21% | 68 |
|
|
2018
Q4 | $1.24M | Buy |
22,101
+3,615
| +20% | +$203K | 0.14% | 92 |
|
|
2018
Q3 | $987K | Sell |
18,486
-603
| -3% | -$32.2K | 0.1% | 115 |
|
|
2018
Q2 | $960K | Buy |
19,089
+820
| +4% | +$41.2K | 0.1% | 114 |
|
|
2018
Q1 | $874K | Sell |
18,269
-660
| -3% | -$31.6K | 0.09% | 118 |
|
|
2017
Q4 | $1M | Buy |
18,929
+2,456
| +15% | +$130K | 0.11% | 114 |
|
|
2017
Q3 | $815K | Sell |
16,473
-3,534
| -18% | -$175K | 0.1% | 118 |
|
|
2017
Q2 | $893K | Sell |
20,007
-470
| -2% | -$21K | 0.11% | 114 |
|
|
2017
Q1 | $998K | Buy |
20,477
+1,282
| +7% | +$62.5K | 0.13% | 102 |
|
|
2016
Q4 | $1.03M | Buy |
19,195
+9,072
| +90% | +$484K | 0.15% | 97 |
|
|
2016
Q3 | $526K | Sell |
10,123
-266
| -3% | -$13.8K | 0.1% | 115 |
|
|
2016
Q2 | $580K | Sell |
10,389
-629
| -6% | -$35.1K | 0.16% | 103 |
|
|
2016
Q1 | $596K | Buy |
11,018
+3,089
| +39% | +$167K | 0.19% | 90 |
|
|
2015
Q4 | $366K | Buy |
7,929
+370
| +5% | +$17.1K | 0.15% | 105 |
|
|
2015
Q3 | $329K | Sell |
7,559
-32
| -0.4% | -$1.39K | 0.14% | 112 |
|
|
2015
Q2 | $354K | Buy |
7,591
+1,335
| +21% | +$62.3K | 0.15% | 121 |
|
|
2015
Q1 | $304K | Buy |
6,256
+358
| +6% | +$17.4K | 0.14% | 127 |
|
|
2014
Q4 | $276K | Sell |
5,898
-36,436
| -86% | -$1.71M | 0.19% | 116 |
|
|
2014
Q3 | $2.12M | Buy |
42,334
+19,754
| +87% | +$987K | 1.47% | 14 |
|
|
2014
Q2 | $1.11M | Buy |
22,580
+6,081
| +37% | +$298K | 0.84% | 25 |
|
|
2014
Q1 | $785K | Buy |
+16,499
| New | +$785K | 0.65% | 35 |
|