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 |
|