TFA
Transamerica Financial Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $636K | Sell |
14,700
-118
| -0.8% | -$5.11K | 0.06% | 185 |
|
|
2025
Q1 | $673K | Buy |
14,818
+14,790
| +52,821% | +$672K | 0.07% | 182 |
|
|
2024
Q4 | $2K | Sell |
28
-7
| -20% | -$500 | ﹤0.01% | 408 |
|
|
2024
Q3 | $2K | Sell |
35
-1,968
| -98% | -$112K | ﹤0.01% | 417 |
|
|
2024
Q2 | $83K | Hold |
2,003
| – | – | 0.01% | 250 |
|
|
2024
Q1 | $85K | Sell |
2,003
-14,271
| -88% | -$606K | 0.01% | 269 |
|
|
2023
Q4 | $614K | Sell |
16,274
-5,441
| -25% | -$205K | 0.08% | 156 |
|
|
2023
Q3 | $704K | Sell |
21,715
-5,012
| -19% | -$162K | 0.1% | 145 |
|
|
2023
Q2 | $994K | Sell |
26,727
-131
| -0.5% | -$4.87K | 0.13% | 144 |
|
|
2023
Q1 | $1.05M | Buy |
26,858
+7,466
| +39% | +$290K | 0.14% | 125 |
|
|
2022
Q4 | $765K | Sell |
19,392
-5,932
| -23% | -$234K | 0.11% | 151 |
|
|
2022
Q3 | $962K | Buy |
25,324
+1,076
| +4% | +$40.9K | 0.14% | 120 |
|
|
2022
Q2 | $1.23M | Buy |
+24,248
| New | +$1.23M | 0.17% | 94 |
|
|
2021
Q3 | – | Sell |
-11
| Closed | -$1K | – | 202 |
|
|
2021
Q2 | $1K | Sell |
11
-20
| -65% | -$1.82K | 0.02% | 195 |
|
|
2021
Q1 | $2K | Buy |
31
+2
| +7% | +$129 | 0.05% | 112 |
|
|
2020
Q4 | $2K | Sell |
29
-12
| -29% | -$828 | 0.04% | 107 |
|
|
2020
Q3 | $3K | Sell |
41
-32,311
| -100% | -$2.36M | 0.05% | 61 |
|
|
2020
Q2 | $1.78M | Buy |
32,352
+32,348
| +808,700% | +$1.78M | 0.39% | 53 |
|
|
2020
Q1 | $1K | Buy |
+4
| New | +$1K | 0.02% | 114 |
|
|
2019
Q3 | – | Sell |
-6,289
| Closed | -$360K | – | 521 |
|
|
2019
Q2 | $360K | Buy |
+6,289
| New | +$360K | 0.08% | 139 |
|
|
2019
Q1 | – | Sell |
-5,250
| Closed | -$296K | – | 457 |
|
|
2018
Q4 | $296K | Buy |
5,250
+4,153
| +379% | +$234K | 0.08% | 137 |
|
|
2018
Q3 | $59K | Buy |
1,097
+45
| +4% | +$2.42K | 0.01% | 223 |
|
|
2018
Q2 | $53K | Sell |
1,052
-12,051
| -92% | -$607K | 0.01% | 230 |
|
|
2018
Q1 | $627K | Sell |
13,103
-765
| -6% | -$36.6K | 0.09% | 164 |
|
|
2017
Q4 | $734K | Sell |
13,868
-511
| -4% | -$27K | 0.1% | 163 |
|
|
2017
Q3 | $712K | Sell |
14,379
-499
| -3% | -$24.7K | 0.09% | 161 |
|
|
2017
Q2 | $665K | Sell |
14,878
-146,351
| -91% | -$6.54M | 0.09% | 153 |
|
|
2017
Q1 | $7.86M | Sell |
161,229
-604
| -0.4% | -$29.4K | 0.94% | 26 |
|
|
2016
Q4 | $8.64M | Buy |
161,833
+680
| +0.4% | +$36.3K | 1.03% | 20 |
|
|
2016
Q3 | $8.38M | Buy |
161,153
+14,823
| +10% | +$771K | 0.91% | 25 |
|
|
2016
Q2 | $8.17M | Buy |
146,330
+42,881
| +41% | +$2.39M | 0.82% | 25 |
|
|
2016
Q1 | $5.6M | Buy |
103,449
+10,389
| +11% | +$562K | 0.47% | 47 |
|
|
2015
Q4 | $4.3M | Buy |
93,060
+5,992
| +7% | +$277K | 0.32% | 65 |
|
|
2015
Q3 | $3.79M | Buy |
87,068
+3,035
| +4% | +$132K | 0.3% | 64 |
|
|
2015
Q2 | $3.92M | Buy |
84,033
+5,376
| +7% | +$251K | 0.28% | 70 |
|
|
2015
Q1 | $3.83M | Buy |
78,657
+2,376
| +3% | +$116K | 0.27% | 62 |
|
|
2014
Q4 | $3.57M | Buy |
76,281
+2,335
| +3% | +$109K | 0.28% | 46 |
|
|
2014
Q3 | $3.7M | Buy |
73,946
+18,512
| +33% | +$926K | 0.33% | 44 |
|
|
2014
Q2 | $2.71M | Buy |
55,434
+15,813
| +40% | +$774K | 0.24% | 61 |
|
|
2014
Q1 | $1.89M | Buy |
39,621
+2,037
| +5% | +$96.9K | 0.19% | 67 |
|
|
2013
Q4 | $1.85M | Buy |
37,584
+2,565
| +7% | +$126K | 0.2% | 65 |
|
|
2013
Q3 | $1.64M | Buy |
35,019
+2,264
| +7% | +$106K | 0.21% | 65 |
|
|
2013
Q2 | $1.65M | Buy |
+32,755
| New | +$1.65M | 0.27% | 44 |
|