United Capital Financial 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 | $9.74M | Buy |
225,074
+52,509
| +30% | +$2.27M | 0.08% | 201 |
|
|
2025
Q1 | $7.83M | Sell |
172,565
-65,370
| -27% | -$2.97M | 0.07% | 214 |
|
|
2024
Q4 | $9.52M | Sell |
237,935
-20,217
| -8% | -$808K | 0.08% | 181 |
|
|
2024
Q3 | $11.6M | Sell |
258,152
-15,035
| -6% | -$675K | 0.1% | 168 |
|
|
2024
Q2 | $11.3M | Sell |
273,187
-44,732
| -14% | -$1.84M | 0.1% | 165 |
|
|
2024
Q1 | $13.3M | Buy |
317,919
+9,475
| +3% | +$398K | 0.11% | 155 |
|
|
2023
Q4 | $11.6M | Sell |
308,444
-128,025
| -29% | -$4.83M | 0.1% | 174 |
|
|
2023
Q3 | $14.1M | Sell |
436,469
-117,219
| -21% | -$3.8M | 0.09% | 187 |
|
|
2023
Q2 | $20.6M | Sell |
553,688
-35,536
| -6% | -$1.32M | 0.11% | 161 |
|
|
2023
Q1 | $22.9M | Sell |
589,224
-267,618
| -31% | -$10.4M | 0.13% | 153 |
|
|
2022
Q4 | $33.8M | Sell |
856,842
-173,120
| -17% | -$6.82M | 0.19% | 108 |
|
|
2022
Q3 | $39.1M | Sell |
1,029,962
-78,374
| -7% | -$2.98M | 0.23% | 87 |
|
|
2022
Q2 | $56.2M | Buy |
1,108,336
+23,366
| +2% | +$1.19M | 0.31% | 73 |
|
|
2022
Q1 | $55.3M | Sell |
1,084,970
-2,686
| -0.2% | -$137K | 0.27% | 74 |
|
|
2021
Q4 | $56.5M | Sell |
1,087,656
-92,453
| -8% | -$4.8M | 0.26% | 78 |
|
|
2021
Q3 | $63.7M | Sell |
1,180,109
-7,180
| -0.6% | -$388K | 0.32% | 63 |
|
|
2021
Q2 | $66.5M | Buy |
1,187,289
+21,418
| +2% | +$1.2M | 0.34% | 61 |
|
|
2021
Q1 | $67.8M | Buy |
1,165,871
+51,211
| +5% | +$2.98M | 0.38% | 56 |
|
|
2020
Q4 | $65.5M | Buy |
1,114,660
+15,062
| +1% | +$885K | 0.39% | 49 |
|
|
2020
Q3 | $65.4M | Buy |
1,099,598
+11,469
| +1% | +$682K | 0.43% | 47 |
|
|
2020
Q2 | $60M | Buy |
1,088,129
+9,136
| +0.8% | +$504K | 0.44% | 51 |
|
|
2020
Q1 | $58M | Sell |
1,078,993
-79,579
| -7% | -$4.28M | 0.48% | 43 |
|
|
2019
Q4 | $71.1M | Buy |
1,158,572
+37,217
| +3% | +$2.29M | 0.46% | 40 |
|
|
2019
Q3 | $67.7M | Sell |
1,121,355
-21,907
| -2% | -$1.32M | 0.47% | 37 |
|
|
2019
Q2 | $65.3M | Buy |
1,143,262
+38,416
| +3% | +$2.19M | 0.43% | 47 |
|
|
2019
Q1 | $65.3M | Sell |
1,104,846
-607,429
| -35% | -$35.9M | 0.46% | 38 |
|
|
2018
Q4 | $96.3M | Buy |
1,712,275
+95,221
| +6% | +$5.35M | 0.76% | 18 |
|
|
2018
Q3 | $86.3M | Buy |
1,617,054
+650,559
| +67% | +$34.7M | 0.61% | 24 |
|
|
2018
Q2 | $48.6M | Sell |
966,495
-334,773
| -26% | -$16.8M | 0.36% | 54 |
|
|
2018
Q1 | $62.2M | Buy |
1,301,268
+361,713
| +38% | +$17.3M | 0.47% | 38 |
|
|
2017
Q4 | $50.2M | Buy |
939,555
+54,847
| +6% | +$2.93M | 0.4% | 50 |
|
|
2017
Q3 | $43.8M | Buy |
884,708
+13,556
| +2% | +$671K | 0.37% | 52 |
|
|
2017
Q2 | $38.9M | Buy |
871,152
+10,624
| +1% | +$474K | 0.35% | 59 |
|
|
2017
Q1 | $42M | Buy |
860,528
+8,108
| +1% | +$395K | 0.39% | 55 |
|
|
2016
Q4 | $45.5M | Sell |
852,420
-4,124
| -0.5% | -$220K | 0.44% | 44 |
|
|
2016
Q3 | $44.5M | Sell |
856,544
-1,623
| -0.2% | -$84.4K | 0.43% | 41 |
|
|
2016
Q2 | $48.1M | Buy |
858,167
+167,077
| +24% | +$9.36M | 0.49% | 35 |
|
|
2016
Q1 | $37.4M | Buy |
691,090
+40,886
| +6% | +$2.21M | 0.41% | 40 |
|
|
2015
Q4 | $30.1M | Sell |
650,204
-5,158
| -0.8% | -$238K | 0.35% | 53 |
|
|
2015
Q3 | $28.5M | Buy |
655,362
+58,359
| +10% | +$2.54M | 0.34% | 51 |
|
|
2015
Q2 | $27.8M | Buy |
597,003
+64,957
| +12% | +$3.03M | 0.32% | 68 |
|
|
2015
Q1 | $26.8M | Buy |
532,046
+146,725
| +38% | +$7.4M | 0.33% | 77 |
|
|
2014
Q4 | $18M | Buy |
385,321
+89,193
| +30% | +$4.17M | 0.27% | 93 |
|
|
2014
Q3 | $14.8M | Sell |
296,128
-4,742
| -2% | -$237K | 0.26% | 101 |
|
|
2014
Q2 | $14.7M | Sell |
300,870
-1,173
| -0.4% | -$57.4K | 0.27% | 98 |
|
|
2014
Q1 | $14.4M | Buy |
302,043
+246,115
| +440% | +$11.7M | 0.31% | 76 |
|
|
2013
Q4 | $2.75M | Sell |
55,928
-108,519
| -66% | -$5.33M | 0.09% | 201 |
|
|
2013
Q3 | $7.68M | Buy |
164,447
+842
| +0.5% | +$39.3K | 0.24% | 94 |
|
|
2013
Q2 | $8.24M | Buy |
+163,605
| New | +$8.24M | 0.22% | 123 |
|