WI
WBI Investments’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.35M | Sell |
77,494
-2,296
| -3% | -$99.3K | 0.87% | 15 |
|
|
2025
Q1 | $3.62M | Buy |
79,790
+2,611
| +3% | +$118K | 0.95% | 16 |
|
|
2024
Q4 | $3.09M | Buy |
77,179
+5,603
| +8% | +$224K | 0.77% | 28 |
|
|
2024
Q3 | $3.21M | Buy |
71,576
+3,162
| +5% | +$142K | 0.77% | 25 |
|
|
2024
Q2 | $2.82M | Sell |
68,414
-31,020
| -31% | -$1.28M | 0.68% | 44 |
|
|
2024
Q1 | $4.17M | Sell |
99,434
-39,340
| -28% | -$1.65M | 0.87% | 26 |
|
|
2023
Q4 | $5.23M | Buy |
138,774
+50,509
| +57% | +$1.9M | 1.05% | 19 |
|
|
2023
Q3 | $2.86M | Sell |
88,265
-25,795
| -23% | -$836K | 0.58% | 48 |
|
|
2023
Q2 | $4.24M | Buy |
114,060
+19,800
| +21% | +$736K | 0.77% | 26 |
|
|
2023
Q1 | $3.67M | Sell |
94,260
-158
| -0.2% | -$6.15K | 0.73% | 28 |
|
|
2022
Q4 | $3.72M | Buy |
94,418
+22,176
| +31% | +$874K | 0.8% | 29 |
|
|
2022
Q3 | $2.74M | Buy |
72,242
+6,862
| +10% | +$261K | 0.8% | 32 |
|
|
2022
Q2 | $3.32M | Buy |
65,380
+8,442
| +15% | +$428K | 0.72% | 36 |
|
|
2022
Q1 | $2.9M | Sell |
56,938
-17,822
| -24% | -$908K | 0.47% | 55 |
|
|
2021
Q4 | $3.88M | Buy |
74,760
+7,722
| +12% | +$401K | 0.62% | 40 |
|
|
2021
Q3 | $3.62M | Buy |
67,038
+13,472
| +25% | +$727K | 0.61% | 37 |
|
|
2021
Q2 | $3M | Buy |
53,566
+1,877
| +4% | +$105K | 0.46% | 52 |
|
|
2021
Q1 | $3.01M | Buy |
+51,689
| New | +$3.01M | 0.47% | 50 |
|
|
2020
Q2 | – | Sell |
-55,542
| Closed | -$2.98M | – | 135 |
|
|
2020
Q1 | $2.98M | Sell |
55,542
-183,918
| -77% | -$9.88M | 0.56% | 27 |
|
|
2019
Q4 | $14.7M | Sell |
239,460
-2,363
| -1% | -$145K | 1.57% | 10 |
|
|
2019
Q3 | $14.6M | Buy |
241,823
+153,491
| +174% | +$9.26M | 1.39% | 12 |
|
|
2019
Q2 | $5.05M | Sell |
88,332
-318,997
| -78% | -$18.2M | 0.44% | 45 |
|
|
2019
Q1 | $24.1M | Buy |
407,329
+361,566
| +790% | +$21.4M | 1.85% | 11 |
|
|
2018
Q4 | $2.57M | Sell |
45,763
-737,654
| -94% | -$41.5M | 0.29% | 40 |
|
|
2018
Q3 | $41.8M | Buy |
783,417
+205,873
| +36% | +$11M | 2.27% | 8 |
|
|
2018
Q2 | $29.1M | Buy |
577,544
+540,147
| +1,444% | +$27.2M | 1.54% | 20 |
|
|
2018
Q1 | $1.79M | Sell |
37,397
-1,115
| -3% | -$53.3K | 0.09% | 116 |
|
|
2017
Q4 | $2.04M | Buy |
38,512
+4,626
| +14% | +$245K | 0.09% | 151 |
|
|
2017
Q3 | $1.68M | Buy |
+33,886
| New | +$1.68M | 0.07% | 154 |
|
|
2017
Q2 | – | Sell |
-20,572
| Closed | -$1M | – | 372 |
|
|
2017
Q1 | $1M | Buy |
20,572
+674
| +3% | +$32.9K | 0.04% | 207 |
|
|
2016
Q4 | $1.06M | Buy |
+19,898
| New | +$1.06M | 0.05% | 199 |
|
|
2013
Q3 | – | Sell |
-1,227,844
| Closed | -$61.8M | – | 137 |
|
|
2013
Q2 | $61.8M | Buy |
+1,227,844
| New | +$61.8M | 4.43% | 4 |
|