TrueWealth 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 | $1.47M | Buy |
33,955
+918
| +3% | +$39.7K | 0.43% | 46 |
|
|
2025
Q1 | $1.5M | Sell |
33,037
-3,553
| -10% | -$161K | 0.49% | 45 |
|
|
2024
Q4 | $1.46M | Buy |
36,590
+623
| +2% | +$24.9K | 0.49% | 44 |
|
|
2024
Q3 | $1.62M | Buy |
35,967
+623
| +2% | +$28K | 0.54% | 40 |
|
|
2024
Q2 | $1.46M | Sell |
35,344
-360
| -1% | -$14.8K | 0.54% | 41 |
|
|
2024
Q1 | $1.5M | Sell |
35,704
-107
| -0.3% | -$4.49K | 0.58% | 36 |
|
|
2023
Q4 | $1.35M | Buy |
35,811
+640
| +2% | +$24.1K | 0.52% | 37 |
|
|
2023
Q3 | $1.14M | Buy |
35,171
+7,522
| +27% | +$244K | 0.48% | 41 |
|
|
2023
Q2 | $1.03M | Buy |
27,649
+3,040
| +12% | +$113K | 0.42% | 42 |
|
|
2023
Q1 | $957K | Buy |
24,609
+6,590
| +37% | +$256K | 0.4% | 53 |
|
|
2022
Q4 | $710K | Buy |
18,019
+4,078
| +29% | +$161K | 0.31% | 65 |
|
|
2022
Q3 | $529K | Buy |
13,941
+1,064
| +8% | +$40.4K | 0.25% | 77 |
|
|
2022
Q2 | $653K | Buy |
12,877
+6,127
| +91% | +$311K | 0.3% | 71 |
|
|
2022
Q1 | $351K | Hold |
6,750
| – | – | 0.16% | 120 |
|
|
2021
Q4 | $351K | Buy |
6,750
+1,929
| +40% | +$100K | 0.16% | 120 |
|
|
2021
Q3 | $260K | Buy |
4,821
+407
| +9% | +$22K | 0.15% | 113 |
|
|
2021
Q2 | $247K | Buy |
4,414
+980
| +29% | +$54.8K | 0.14% | 110 |
|
|
2021
Q1 | $201K | Buy |
+3,434
| New | +$201K | 0.13% | 123 |
|