Wealth Advisors of Iowa’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,915
| Closed | -$221K | – | 72 |
|
|
2024
Q3 | $221K | Sell |
4,915
-305
| -6% | -$13.7K | 0.11% | 62 |
|
|
2024
Q2 | $215K | Buy |
5,220
+85
| +2% | +$3.51K | 0.12% | 48 |
|
|
2024
Q1 | $215K | Buy |
+5,135
| New | +$215K | 0.13% | 57 |
|
|
2023
Q4 | – | Sell |
-6,627
| Closed | -$215K | – | 64 |
|
|
2023
Q3 | $215K | Sell |
6,627
-951
| -13% | -$30.8K | 0.15% | 53 |
|
|
2023
Q2 | $282K | Buy |
7,578
+190
| +3% | +$7.07K | 0.2% | 47 |
|
|
2023
Q1 | $287K | Sell |
7,388
-11,945
| -62% | -$465K | 0.22% | 46 |
|
|
2022
Q4 | $762K | Sell |
19,333
-1,061
| -5% | -$41.8K | 0.62% | 17 |
|
|
2022
Q3 | $775K | Sell |
20,394
-48,716
| -70% | -$1.85M | 0.72% | 18 |
|
|
2022
Q2 | $3.51M | Buy |
69,110
+46,266
| +203% | +$2.35M | 0.62% | 16 |
|
|
2022
Q1 | $1.16M | Buy |
22,844
+10,274
| +82% | +$524K | 0.58% | 16 |
|
|
2021
Q4 | $653K | Sell |
12,570
-5,186
| -29% | -$269K | 0.36% | 23 |
|
|
2021
Q3 | $959K | Buy |
17,756
+1,497
| +9% | +$80.9K | 0.52% | 17 |
|
|
2021
Q2 | $911K | Buy |
16,259
+3,650
| +29% | +$205K | 0.48% | 19 |
|
|
2021
Q1 | $733K | Buy |
12,609
+8,976
| +247% | +$522K | 0.41% | 20 |
|
|
2020
Q4 | $213K | Buy |
+3,633
| New | +$213K | 0.13% | 38 |
|