Strategic 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 | $3.04M | Sell |
70,549
-1,710
| -2% | -$73.8K | 0.3% | 49 |
|
|
2025
Q1 | $3.28M | Sell |
72,259
-1,771
| -2% | -$80.3K | 0.35% | 46 |
|
|
2024
Q4 | $2.96M | Sell |
74,030
-241
| -0.3% | -$9.64K | 0.31% | 47 |
|
|
2024
Q3 | $3.34M | Buy |
74,271
+2,666
| +4% | +$120K | 0.37% | 46 |
|
|
2024
Q2 | $2.95M | Buy |
71,605
+22,241
| +45% | +$917K | 0.36% | 44 |
|
|
2024
Q1 | $2.07M | Buy |
49,364
+2,215
| +5% | +$92.9K | 0.27% | 57 |
|
|
2023
Q4 | $1.78M | Sell |
47,149
-1,737
| -4% | -$65.5K | 0.26% | 63 |
|
|
2023
Q3 | $1.58M | Sell |
48,886
-40,482
| -45% | -$1.31M | 0.26% | 57 |
|
|
2023
Q2 | $3.32M | Buy |
89,368
+47,509
| +113% | +$1.77M | 0.46% | 30 |
|
|
2023
Q1 | $1.63M | Buy |
41,859
+3,632
| +10% | +$141K | 0.29% | 56 |
|
|
2022
Q4 | $1.51M | Sell |
38,227
-9,107
| -19% | -$359K | 0.31% | 59 |
|
|
2022
Q3 | $1.8M | Sell |
47,334
-8,803
| -16% | -$334K | 0.4% | 45 |
|
|
2022
Q2 | $2.85M | Buy |
56,137
+17,959
| +47% | +$911K | 0.57% | 33 |
|
|
2022
Q1 | $1.95M | Buy |
38,178
+1,688
| +5% | +$86K | 0.37% | 47 |
|
|
2021
Q4 | $1.9M | Buy |
36,490
+1,152
| +3% | +$59.9K | 0.37% | 51 |
|
|
2021
Q3 | $1.91M | Buy |
35,338
+2,617
| +8% | +$141K | 0.42% | 47 |
|
|
2021
Q2 | $1.83M | Sell |
32,721
-5,257
| -14% | -$294K | 0.42% | 45 |
|
|
2021
Q1 | $2.21M | Buy |
37,978
+2,513
| +7% | +$146K | 0.57% | 40 |
|
|
2020
Q4 | $2.08M | Buy |
35,465
+17,834
| +101% | +$1.05M | 0.6% | 40 |
|
|
2020
Q3 | $1.06M | Buy |
17,631
+901
| +5% | +$54K | 0.36% | 60 |
|
|
2020
Q2 | $922K | Buy |
16,730
+1,988
| +13% | +$110K | 0.35% | 60 |
|
|
2020
Q1 | $792K | Buy |
14,742
+738
| +5% | +$39.6K | 0.36% | 59 |
|
|
2019
Q4 | $860K | Buy |
14,004
+1,804
| +15% | +$111K | 0.36% | 60 |
|
|
2019
Q3 | $736K | Buy |
12,200
+1,289
| +12% | +$77.8K | 0.35% | 57 |
|
|
2019
Q2 | $623K | Buy |
10,911
+830
| +8% | +$47.4K | 0.34% | 57 |
|
|
2019
Q1 | $596K | Sell |
10,081
-92
| -0.9% | -$5.44K | 0.41% | 55 |
|
|
2018
Q4 | $572K | Buy |
+10,173
| New | +$572K | 0.51% | 49 |
|