TruWealth 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 | $266K | Buy |
6,140
+859
| +16% | +$37.2K | 0.01% | 150 |
|
|
2025
Q1 | $240K | Sell |
5,281
-394
| -7% | -$17.9K | 0.01% | 144 |
|
|
2024
Q4 | $227K | Sell |
5,675
-226
| -4% | -$9.04K | 0.01% | 151 |
|
|
2024
Q3 | $265K | Sell |
5,901
-429
| -7% | -$19.3K | 0.02% | 138 |
|
|
2024
Q2 | $261K | Sell |
6,330
-364
| -5% | -$15K | 0.02% | 141 |
|
|
2024
Q1 | $281K | Sell |
6,694
-824
| -11% | -$34.6K | 0.02% | 131 |
|
|
2023
Q4 | $283K | Buy |
7,518
+43
| +0.6% | +$1.62K | 0.02% | 118 |
|
|
2023
Q3 | $242K | Sell |
7,475
-1,522
| -17% | -$49.3K | 0.02% | 131 |
|
|
2023
Q2 | $335K | Sell |
8,997
-115
| -1% | -$4.28K | 0.03% | 103 |
|
|
2023
Q1 | $354K | Sell |
9,112
-249,555
| -96% | -$9.7M | 0.03% | 103 |
|
|
2022
Q4 | $10.2M | Buy |
258,667
+39,139
| +18% | +$1.54M | 0.99% | 30 |
|
|
2022
Q3 | $8.34M | Buy |
219,528
+22,292
| +11% | +$846K | 0.88% | 29 |
|
|
2022
Q2 | $10M | Buy |
197,236
+12,355
| +7% | +$627K | 1.07% | 27 |
|
|
2022
Q1 | $9.42M | Sell |
184,881
-3,922
| -2% | -$200K | 0.98% | 29 |
|
|
2021
Q4 | $9.81M | Buy |
188,803
+31,105
| +20% | +$1.62M | 0.99% | 31 |
|
|
2021
Q3 | $8.52M | Buy |
157,698
+9,300
| +6% | +$502K | 0.95% | 32 |
|
|
2021
Q2 | $8.32M | Buy |
148,398
+9,880
| +7% | +$554K | 0.98% | 29 |
|
|
2021
Q1 | $8.06M | Buy |
138,518
+6,025
| +5% | +$350K | 1.09% | 26 |
|
|
2020
Q4 | $7.78M | Buy |
+132,493
| New | +$7.78M | 1.16% | 25 |
|