United Asset Strategies’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.66M Buy
61,491
+635
+1% +$27.5K 0.23% 82
2025
Q1
$2.76M Buy
60,856
+2,533
+4% +$115K 0.26% 77
2024
Q4
$2.33M Sell
58,323
-1,236
-2% -$49.4K 0.21% 91
2024
Q3
$2.67M Buy
59,559
+226
+0.4% +$10.2K 0.25% 80
2024
Q2
$2.45M Sell
59,333
-6
-0% -$247 0.24% 79
2024
Q1
$2.49M Buy
59,339
+45,113
+317% +$1.89M 0.25% 80
2023
Q4
$536K Sell
14,226
-68,659
-83% -$2.59M 0.06% 184
2023
Q3
$2.69M Sell
82,885
-5,913
-7% -$192K 0.35% 70
2023
Q2
$3.3M Buy
88,798
+358
+0.4% +$13.3K 0.41% 62
2023
Q1
$3.44M Buy
88,440
+41,511
+88% +$1.61M 0.45% 61
2022
Q4
$1.85M Sell
46,929
-3,462
-7% -$136K 0.26% 84
2022
Q3
$1.91M Sell
50,391
-6,779
-12% -$257K 0.29% 76
2022
Q2
$2.9M Sell
57,170
-7,308
-11% -$371K 0.42% 60
2022
Q1
$3.29M Buy
64,478
+37,771
+141% +$1.92M 0.42% 59
2021
Q4
$1.39M Sell
26,707
-3,088
-10% -$160K 0.17% 106
2021
Q3
$1.61M Buy
29,795
+1,067
+4% +$57.6K 0.21% 88
2021
Q2
$1.61M Buy
28,728
+949
+3% +$53.2K 0.21% 86
2021
Q1
$1.62M Buy
27,779
+2,234
+9% +$130K 0.23% 83
2020
Q4
$1.5M Buy
25,545
+33
+0.1% +$1.94K 0.24% 83
2020
Q3
$1.52M Buy
25,512
+2,066
+9% +$123K 0.28% 74
2020
Q2
$1.29M Sell
23,446
-428
-2% -$23.6K 0.25% 80
2020
Q1
$1.28M Sell
23,874
-79,069
-77% -$4.25M 0.32% 71
2019
Q4
$6.32M Buy
102,943
+4,373
+4% +$269K 1.23% 30
2019
Q3
$5.95M Sell
98,570
-544
-0.5% -$32.8K 1.3% 26
2019
Q2
$5.66M Buy
99,114
+816
+0.8% +$46.6K 1.3% 23
2019
Q1
$5.81M Buy
98,298
+24,735
+34% +$1.46M 1.37% 19
2018
Q4
$4.14M Buy
73,563
+1,744
+2% +$98.1K 1.13% 27
2018
Q3
$3.83M Buy
71,819
+1,505
+2% +$80.3K 0.9% 41
2018
Q2
$3.54M Buy
70,314
+3,658
+5% +$184K 0.93% 40
2018
Q1
$3.19M Sell
66,656
-39,540
-37% -$1.89M 0.94% 39
2017
Q4
$5.62M Buy
+106,196
New +$5.62M 1.51% 18
2017
Q3
Sell
-23,412
Closed -$1.05M 168
2017
Q2
$1.05M Buy
23,412
+808
+4% +$36.1K 0.31% 78
2017
Q1
$1.1M Buy
22,604
+411
+2% +$20K 0.34% 73
2016
Q4
$1.19M Sell
22,193
-66
-0.3% -$3.52K 0.39% 69
2016
Q3
$1.16M Sell
22,259
-6,336
-22% -$329K 0.41% 65
2016
Q2
$1.6M Buy
28,595
+3,119
+12% +$174K 0.6% 51
2016
Q1
$1.38M Buy
25,476
+3,876
+18% +$210K 0.61% 50
2015
Q4
$998K Sell
21,600
-567
-3% -$26.2K 0.43% 59
2015
Q3
$964K Sell
22,167
-9,176
-29% -$399K 0.44% 56
2015
Q2
$1.46M Buy
31,343
+1,738
+6% +$81K 0.65% 49
2015
Q1
$1.49M Sell
29,605
-6,394
-18% -$322K 0.69% 50
2014
Q4
$1.68M Buy
35,999
+537
+2% +$25.1K 0.72% 51
2014
Q3
$1.77M Buy
35,462
+2,738
+8% +$137K 0.79% 53
2014
Q2
$1.6M Buy
32,724
+4,241
+15% +$207K 0.77% 51
2014
Q1
$1.36M Buy
28,483
+3,027
+12% +$144K 0.77% 46
2013
Q4
$1.25M Buy
25,456
+3,057
+14% +$150K 0.86% 40
2013
Q3
$1.05M Buy
22,399
+1,025
+5% +$47.8K 0.66% 52
2013
Q2
$1.08M Buy
+21,374
New +$1.08M 0.71% 51