VERITY Wealth 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 | $248K | Hold |
5,726
| – | – | 0.17% | 73 |
|
|
2025
Q1 | $260K | Hold |
5,726
| – | – | 0.19% | 69 |
|
|
2024
Q4 | $229K | Hold |
5,726
| – | – | 0.17% | 69 |
|
|
2024
Q3 | $257K | Hold |
5,726
| – | – | 0.18% | 68 |
|
|
2024
Q2 | $236K | Hold |
5,726
| – | – | 0.18% | 69 |
|
|
2024
Q1 | $240K | Sell |
5,726
-407
| -7% | -$17.1K | 0.18% | 70 |
|
|
2023
Q4 | $231K | Buy |
+6,133
| New | +$231K | 0.2% | 66 |
|
|
2023
Q3 | – | Sell |
-6,133
| Closed | -$228K | – | 69 |
|
|
2023
Q2 | $228K | Hold |
6,133
| – | – | 0.2% | 64 |
|
|
2023
Q1 | $239K | Buy |
6,133
+407
| +7% | +$15.8K | 0.22% | 65 |
|
|
2022
Q4 | $226K | Hold |
5,726
| – | – | 0.22% | 66 |
|
|
2022
Q3 | $217K | Hold |
5,726
| – | – | 0.22% | 64 |
|
|
2022
Q2 | $291K | Hold |
5,726
| – | – | 0.28% | 56 |
|
|
2022
Q1 | $292K | Hold |
5,726
| – | – | 0.26% | 52 |
|
|
2021
Q4 | $298K | Hold |
5,726
| – | – | 0.25% | 53 |
|
|
2021
Q3 | $309K | Hold |
5,726
| – | – | 0.28% | 49 |
|
|
2021
Q2 | $321K | Hold |
5,726
| – | – | 0.29% | 43 |
|
|
2021
Q1 | $333K | Hold |
5,726
| – | – | 0.29% | 43 |
|
|
2020
Q4 | $336K | Buy |
5,726
+93
| +2% | +$5.46K | 0.31% | 42 |
|
|
2020
Q3 | $335K | Hold |
5,633
| – | – | 0.34% | 39 |
|
|
2020
Q2 | $311K | Buy |
+5,633
| New | +$311K | 0.33% | 39 |
|