Signature Estate & Investment 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 | $649K | Buy |
15,001
+374
| +3% | +$16.2K | 0.02% | 306 |
|
|
2025
Q1 | $663K | Sell |
14,627
-21,971
| -60% | -$997K | 0.02% | 282 |
|
|
2024
Q4 | $1.46M | Buy |
36,598
+1,472
| +4% | +$58.9K | 0.04% | 174 |
|
|
2024
Q3 | $1.58M | Buy |
35,126
+21,037
| +149% | +$945K | 0.04% | 159 |
|
|
2024
Q2 | $581K | Buy |
14,089
+5,923
| +73% | +$244K | 0.01% | 279 |
|
|
2024
Q1 | $343K | Buy |
8,166
+520
| +7% | +$21.8K | 0.01% | 131 |
|
|
2023
Q4 | $289K | Buy |
+7,646
| New | +$289K | 0.01% | 151 |
|
|
2023
Q3 | – | Sell |
-5,619
| Closed | -$209K | – | 179 |
|
|
2023
Q2 | $209K | Buy |
+5,619
| New | +$209K | 0.01% | 168 |
|
|
2023
Q1 | – | Sell |
-5,382
| Closed | -$212K | – | 191 |
|
|
2022
Q4 | $212K | Sell |
5,382
-249
| -4% | -$9.81K | 0.01% | 175 |
|
|
2022
Q3 | $214K | Sell |
5,631
-3,414
| -38% | -$130K | 0.01% | 158 |
|
|
2022
Q2 | $459K | Buy |
9,045
+1,304
| +17% | +$66.2K | 0.02% | 118 |
|
|
2022
Q1 | $394K | Sell |
7,741
-698
| -8% | -$35.5K | 0.02% | 123 |
|
|
2021
Q4 | $438K | Sell |
8,439
-671
| -7% | -$34.8K | 0.02% | 121 |
|
|
2021
Q3 | $492K | Buy |
9,110
+695
| +8% | +$37.5K | 0.02% | 116 |
|
|
2021
Q2 | $471K | Sell |
8,415
-1,030
| -11% | -$57.7K | 0.02% | 117 |
|
|
2021
Q1 | $549K | Buy |
9,445
+2,321
| +33% | +$135K | 0.03% | 114 |
|
|
2020
Q4 | $419K | Buy |
7,124
+394
| +6% | +$23.2K | 0.02% | 116 |
|
|
2020
Q3 | $400K | Buy |
6,730
+226
| +3% | +$13.4K | 0.02% | 115 |
|
|
2020
Q2 | $359K | Buy |
+6,504
| New | +$359K | 0.03% | 115 |
|
|
2020
Q1 | – | Sell |
-3,547
| Closed | -$218K | – | 164 |
|
|
2019
Q4 | $218K | Sell |
3,547
-57
| -2% | -$3.5K | 0.01% | 153 |
|
|
2019
Q3 | $217K | Buy |
+3,604
| New | +$217K | 0.01% | 147 |
|
|
2019
Q2 | – | Sell |
-4,880
| Closed | -$288K | – | 165 |
|
|
2019
Q1 | $288K | Buy |
4,880
+1,034
| +27% | +$61K | 0.02% | 134 |
|
|
2018
Q4 | $216K | Buy |
3,846
+261
| +7% | +$14.7K | 0.02% | 142 |
|
|
2018
Q3 | $191K | Buy |
3,585
+575
| +19% | +$30.6K | 0.02% | 120 |
|
|
2018
Q2 | $151K | Sell |
3,010
-350
| -10% | -$17.6K | 0.01% | 138 |
|
|
2018
Q1 | $161K | Buy |
3,360
+647
| +24% | +$31K | 0.02% | 132 |
|
|
2017
Q4 | $144K | Sell |
2,713
-1,162
| -30% | -$61.7K | 0.01% | 145 |
|
|
2017
Q3 | $192K | Sell |
3,875
-333
| -8% | -$16.5K | 0.02% | 128 |
|
|
2017
Q2 | $188K | Sell |
4,208
-5,455
| -56% | -$244K | 0.02% | 124 |
|
|
2017
Q1 | $471K | Buy |
9,663
+5,377
| +125% | +$262K | 0.06% | 98 |
|
|
2016
Q4 | $229K | Sell |
4,286
-17
| -0.4% | -$908 | 0.03% | 118 |
|
|
2016
Q3 | $224K | Sell |
4,303
-977
| -19% | -$50.9K | 0.03% | 118 |
|
|
2016
Q2 | $295K | Buy |
5,280
+2,504
| +90% | +$140K | 0.05% | 98 |
|
|
2016
Q1 | $150K | Buy |
2,776
+346
| +14% | +$18.7K | 0.02% | 109 |
|
|
2015
Q4 | $112K | Sell |
2,430
-67
| -3% | -$3.09K | 0.02% | 115 |
|
|
2015
Q3 | $109K | Buy |
2,497
+267
| +12% | +$11.7K | 0.02% | 102 |
|
|
2015
Q2 | $104K | Buy |
+2,230
| New | +$104K | 0.02% | 90 |
|