TRUE Private Wealth 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
$2.5M Buy
57,872
+3,235
+6% +$140K 0.28% 61
2025
Q1
$2.48M Buy
54,637
+1,185
+2% +$53.8K 0.3% 58
2024
Q4
$2.14M Sell
53,452
-1,030
-2% -$41.2K 0.26% 65
2024
Q3
$2.45M Sell
54,482
-6,549
-11% -$294K 0.29% 56
2024
Q2
$2.52M Buy
61,031
+1,490
+3% +$61.4K 0.29% 60
2024
Q1
$2.5M Buy
59,541
+3,868
+7% +$162K 0.29% 57
2023
Q4
$2.1M Sell
55,673
-3,822
-6% -$144K 0.27% 60
2023
Q3
$1.93M Buy
59,495
+13,465
+29% +$436K 0.27% 62
2023
Q2
$1.71M Sell
46,030
-6,288
-12% -$234K 0.25% 63
2023
Q1
$2.03M Sell
52,318
-2,128
-4% -$82.8K 0.3% 56
2022
Q4
$2.15M Buy
54,446
+26,779
+97% +$1.06M 0.33% 49
2022
Q3
$1.05M Buy
27,667
+15
+0.1% +$569 0.16% 64
2022
Q2
$1.4M Buy
27,652
+464
+2% +$23.5K 0.2% 62
2022
Q1
$1.32M Sell
27,188
-1,829
-6% -$88.5K 0.19% 67
2021
Q4
$1.51M Sell
29,017
-353
-1% -$18.3K 0.21% 72
2021
Q3
$1.59M Sell
29,370
-944
-3% -$51K 0.23% 70
2021
Q2
$1.7M Sell
30,314
-2,221
-7% -$124K 0.25% 66
2021
Q1
$1.89M Sell
32,535
-2,052
-6% -$119K 0.31% 54
2020
Q4
$2.03M Sell
34,587
-1,510
-4% -$88.7K 0.34% 50
2020
Q3
$2.15M Buy
36,097
+1,507
+4% +$89.6K 0.37% 46
2020
Q2
$1.91M Buy
34,590
+324
+0.9% +$17.9K 0.35% 54
2020
Q1
$1.84M Sell
34,266
-11,689
-25% -$628K 0.39% 46
2019
Q4
$2.82M Sell
45,955
-2,065
-4% -$127K 0.43% 32
2019
Q3
$2.9M Buy
48,020
+5,939
+14% +$358K 0.5% 31
2019
Q2
$2.4M Buy
42,081
+9,142
+28% +$522K 0.41% 34
2019
Q1
$1.95M Sell
32,939
-159
-0.5% -$9.4K 0.37% 49
2018
Q4
$1.86M Buy
33,098
+3,085
+10% +$173K 0.33% 58
2018
Q3
$1.6M Buy
30,013
+424
+1% +$22.6K 0.23% 77
2018
Q2
$1.49M Buy
29,589
+3,035
+11% +$153K 0.23% 75
2018
Q1
$1.27M Buy
26,554
+752
+3% +$35.9K 0.22% 69
2017
Q4
$1.37M Buy
25,802
+522
+2% +$27.6K 0.24% 65
2017
Q3
$1.25M Buy
25,280
+801
+3% +$39.6K 0.28% 50
2017
Q2
$1.09M Buy
24,479
+5,060
+26% +$226K 0.25% 52
2017
Q1
$944K Buy
19,419
+804
+4% +$39.1K 0.22% 58
2016
Q4
$900K Sell
18,615
-1,222
-6% -$59.1K 0.22% 61
2016
Q3
$997K Buy
19,837
+208
+1% +$10.5K 0.32% 43
2016
Q2
$1.1M Sell
19,629
-7,692
-28% -$429K 0.37% 40
2016
Q1
$1.48M Buy
+27,321
New +$1.48M 0.57% 29