US 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
Q1 | $422K | Hold |
9,312
| – | – | 0.12% | 62 |
|
|
2024
Q4 | $372K | Hold |
9,312
| – | – | 0.11% | 64 |
|
|
2024
Q3 | $418K | Buy |
9,312
+825
| +10% | +$37.1K | 0.13% | 60 |
|
|
2024
Q2 | $350K | Buy |
+8,487
| New | +$350K | 0.12% | 62 |
|
|
2016
Q2 | – | Sell |
-1,584
| Closed | -$86K | – | 392 |
|
|
2016
Q1 | $86K | Sell |
1,584
-4,812
| -75% | -$261K | 0.15% | 65 |
|
|
2015
Q4 | $296K | Buy |
6,396
+514
| +9% | +$23.8K | 0.28% | 51 |
|
|
2015
Q3 | $256K | Buy |
5,882
+1,132
| +24% | +$49.3K | 0.43% | 48 |
|
|
2015
Q2 | $221K | Sell |
4,750
-710
| -13% | -$33K | 0.21% | 51 |
|
|
2015
Q1 | $266K | Hold |
5,460
| – | – | 0.24% | 47 |
|
|
2014
Q4 | $255K | Buy |
+5,460
| New | +$255K | 0.23% | 50 |
|