WBH Advisory’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Buy |
8,540
+3,239
| +61% | +$140K | 0.03% | 265 |
|
|
2025
Q1 | $240K | Buy |
+5,301
| New | +$240K | 0.02% | 297 |
|
|
2024
Q4 | – | Sell |
-4,821
| Closed | -$217K | – | 335 |
|
|
2024
Q3 | $217K | Buy |
+4,821
| New | +$217K | 0.02% | 314 |
|
|
2024
Q2 | – | Sell |
-5,552
| Closed | -$233K | – | 319 |
|
|
2024
Q1 | $233K | Sell |
5,552
-527
| -9% | -$22.1K | 0.02% | 288 |
|
|
2023
Q4 | $229K | Sell |
6,079
-507
| -8% | -$19.1K | 0.03% | 287 |
|
|
2023
Q3 | $213K | Sell |
6,586
-5,501
| -46% | -$178K | 0.03% | 279 |
|
|
2023
Q2 | $450K | Sell |
12,087
-4,992
| -29% | -$186K | 0.05% | 212 |
|
|
2023
Q1 | $664K | Buy |
+17,079
| New | +$664K | 0.08% | 185 |
|
|
2022
Q3 | $1.05M | Sell |
27,728
-3,242
| -10% | -$123K | 0.15% | 136 |
|
|
2022
Q2 | $1.56M | Sell |
30,970
-1,343
| -4% | -$67.8K | 0.21% | 103 |
|
|
2022
Q1 | $1.56M | Sell |
32,313
-3,099
| -9% | -$150K | 0.19% | 109 |
|
|
2021
Q4 | $1.84M | Sell |
35,412
-213
| -0.6% | -$11.1K | 0.21% | 97 |
|
|
2021
Q3 | $1.92M | Sell |
35,625
-294
| -0.8% | -$15.9K | 0.26% | 84 |
|
|
2021
Q2 | $2M | Buy |
35,919
+327
| +0.9% | +$18.2K | 0.29% | 75 |
|
|
2021
Q1 | $2.07M | Sell |
35,592
-596
| -2% | -$34.7K | 0.34% | 67 |
|
|
2020
Q4 | $2.07M | Buy |
36,188
+1,687
| +5% | +$96.6K | 0.36% | 59 |
|
|
2020
Q3 | $2.05M | Buy |
34,501
+808
| +2% | +$48.1K | 0.41% | 58 |
|
|
2020
Q2 | $1.86M | Buy |
33,693
+885
| +3% | +$48.8K | 0.45% | 54 |
|
|
2020
Q1 | $1.76K | Buy |
32,808
+41
| +0.1% | +$2 | 0.41% | 52 |
|
|
2019
Q4 | $2.01M | Sell |
32,767
-135
| -0.4% | -$8.29K | 0.41% | 56 |
|
|
2019
Q3 | $1.99M | Buy |
32,902
+752
| +2% | +$45.4K | 0.45% | 54 |
|
|
2019
Q2 | $1.84M | Sell |
32,150
-29
| -0.1% | -$1.66K | 0.43% | 56 |
|
|
2019
Q1 | $1.9M | Sell |
32,179
-350
| -1% | -$20.7K | 0.45% | 53 |
|
|
2018
Q4 | $1.83K | Buy |
32,529
+19
| +0.1% | +$1 | 0.44% | 52 |
|
|
2018
Q3 | $1.74M | Sell |
32,510
-825
| -2% | -$44K | 0.42% | 57 |
|
|
2018
Q2 | $1.68M | Buy |
33,335
+564
| +2% | +$28.4K | 0.43% | 55 |
|
|
2018
Q1 | $1.57M | Sell |
32,771
-155
| -0.5% | -$7.41K | 0.43% | 55 |
|
|
2017
Q4 | $1.74M | Sell |
32,926
-1,847
| -5% | -$97.7K | 0.46% | 49 |
|
|
2017
Q3 | $1.72M | Sell |
34,773
-1,702
| -5% | -$84.2K | 0.48% | 50 |
|
|
2017
Q2 | $1.63M | Buy |
36,475
+379
| +1% | +$16.9K | 0.46% | 50 |
|
|
2017
Q1 | $1.76M | Buy |
36,096
+651
| +2% | +$31.7K | 0.53% | 46 |
|
|
2016
Q4 | $1.89M | Sell |
35,445
-2,496
| -7% | -$133K | 0.63% | 41 |
|
|
2016
Q3 | $1.97M | Buy |
37,941
+21,873
| +136% | +$1.14M | 0.67% | 37 |
|
|
2016
Q2 | $897K | Sell |
16,068
-1,570
| -9% | -$87.6K | 0.35% | 70 |
|
|
2016
Q1 | $953K | Buy |
17,638
+13
| +0.1% | +$702 | 0.32% | 63 |
|
|
2015
Q4 | $814 | Sell |
17,625
-491
| -3% | -$23 | 0.28% | 71 |
|
|
2015
Q3 | $788K | Sell |
18,116
-269
| -1% | -$11.7K | 0.33% | 77 |
|
|
2015
Q2 | $856K | Buy |
18,385
+10
| +0.1% | +$466 | 0.34% | 72 |
|
|
2015
Q1 | $893 | Buy |
18,375
+10
| +0.1% | – | 0.25% | 74 |
|
|
2014
Q4 | $859K | Buy |
18,365
+156
| +0.9% | +$7.3K | 0.32% | 74 |
|
|
2014
Q3 | $910K | Sell |
18,209
-279
| -2% | -$13.9K | 0.32% | 71 |
|
|
2014
Q2 | $904K | Sell |
18,488
-62
| -0.3% | -$3.03K | 0.34% | 75 |
|
|
2014
Q1 | $882K | Sell |
18,550
-455
| -2% | -$21.6K | 0.35% | 73 |
|
|
2013
Q4 | $933K | Buy |
19,005
+827
| +5% | +$40.6K | 0.38% | 69 |
|
|
2013
Q3 | $848K | Sell |
18,178
-854
| -4% | -$39.8K | 0.38% | 67 |
|
|
2013
Q2 | $958K | Buy |
+19,032
| New | +$958K | 0.44% | 57 |
|