Transcend Capital 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 | $1.74M | Sell |
40,323
-2,773
| -6% | -$120K | 0.13% | 158 |
|
|
2025
Q1 | $1.95M | Buy |
43,096
+6,959
| +19% | +$316K | 0.14% | 164 |
|
|
2024
Q4 | $1.45M | Sell |
36,137
-3,971
| -10% | -$159K | 0.1% | 193 |
|
|
2024
Q3 | $1.8M | Buy |
40,108
+2,216
| +6% | +$99.5K | 0.12% | 185 |
|
|
2024
Q2 | $1.56M | Sell |
37,892
-457
| -1% | -$18.8K | 0.11% | 184 |
|
|
2024
Q1 | $1.61M | Sell |
38,349
-399
| -1% | -$16.7K | 0.13% | 168 |
|
|
2023
Q4 | $1.46M | Sell |
38,748
-88
| -0.2% | -$3.32K | 0.13% | 169 |
|
|
2023
Q3 | $1.26M | Sell |
38,836
-42,027
| -52% | -$1.36M | 0.12% | 175 |
|
|
2023
Q2 | $3.01M | Buy |
80,863
+103
| +0.1% | +$3.83K | 0.29% | 87 |
|
|
2023
Q1 | $3.14M | Buy |
80,760
+5,027
| +7% | +$196K | 0.33% | 70 |
|
|
2022
Q4 | $2.98M | Sell |
75,733
-11,684
| -13% | -$460K | 0.32% | 76 |
|
|
2022
Q3 | $3.32M | Sell |
87,417
-105
| -0.1% | -$3.99K | 0.37% | 59 |
|
|
2022
Q2 | $4.44M | Buy |
87,522
+1,160
| +1% | +$58.9K | 0.46% | 42 |
|
|
2022
Q1 | $4.4M | Buy |
86,362
+4,078
| +5% | +$208K | 0.39% | 56 |
|
|
2021
Q4 | $4.28M | Sell |
82,284
-3,020
| -4% | -$157K | 0.38% | 65 |
|
|
2021
Q3 | $4.53M | Buy |
+85,304
| New | +$4.53M | 0.41% | 56 |
|
|
2021
Q2 | – | Sell |
-62,362
| Closed | -$3.63M | – | 431 |
|
|
2021
Q1 | $3.63M | Buy |
62,362
+2,349
| +4% | +$137K | 0.44% | 62 |
|
|
2020
Q4 | $3.53M | Buy |
60,013
+28,921
| +93% | +$1.7M | 0.46% | 56 |
|
|
2020
Q3 | $1.85M | Buy |
31,092
+965
| +3% | +$57.4K | 0.34% | 75 |
|
|
2020
Q2 | $1.66M | Sell |
30,127
-1,101
| -4% | -$60.7K | 0.54% | 59 |
|
|
2020
Q1 | $1.68M | Sell |
31,228
-8,609
| -22% | -$464K | 0.5% | 58 |
|
|
2019
Q4 | $2.45M | Buy |
+39,837
| New | +$2.45M | 0.66% | 45 |
|