Wealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $488K | Sell |
15,055
-2,350
| -14% | -$76.2K | 0.22% | 38 |
|
|
2023
Q2 | $607K | Sell |
17,405
-665
| -4% | -$23.2K | 0.26% | 35 |
|
|
2023
Q1 | $713K | Buy |
18,070
+3,500
| +24% | +$138K | 0.34% | 35 |
|
|
2022
Q4 | $574K | Buy |
14,570
+350
| +2% | +$13.8K | 0.31% | 37 |
|
|
2022
Q3 | $540K | Buy |
14,220
+420
| +3% | +$15.9K | 0.28% | 38 |
|
|
2022
Q2 | $700K | Buy |
13,800
+750
| +6% | +$38K | 0.34% | 35 |
|
|
2022
Q1 | $665K | Sell |
13,050
-220
| -2% | -$11.2K | 0.24% | 38 |
|
|
2021
Q4 | $690K | Sell |
13,270
-3,215
| -20% | -$167K | 0.24% | 39 |
|
|
2021
Q3 | $898K | Hold |
16,485
| – | – | 0.35% | 32 |
|
|
2021
Q2 | $919K | Buy |
16,485
+184
| +1% | +$10.3K | 0.33% | 32 |
|
|
2021
Q1 | $952K | Buy |
16,301
+4,436
| +37% | +$259K | 0.38% | 30 |
|
|
2020
Q4 | $697K | Buy |
11,865
+3,945
| +50% | +$232K | 0.31% | 34 |
|
|
2020
Q3 | $469K | Buy |
7,920
+825
| +12% | +$48.9K | 0.22% | 40 |
|
|
2020
Q2 | $392K | Sell |
7,095
-10
| -0.1% | -$553 | 0.21% | 42 |
|
|
2020
Q1 | $410K | Buy |
7,105
+185
| +3% | +$10.7K | 0.27% | 40 |
|
|
2019
Q4 | $401K | Buy |
+6,920
| New | +$401K | 0.23% | 48 |
|