Wealth Enhancement Advisory Services’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.6M | Buy |
1,780,886
+139,796
| +9% | +$6.09M | 0.13% | 159 |
|
|
2025
Q1 | $74.4M | Buy |
1,641,090
+313,457
| +24% | +$14.2M | 0.14% | 143 |
|
|
2024
Q4 | $53.1M | Buy |
1,327,633
+276,891
| +26% | +$11.1M | 0.1% | 192 |
|
|
2024
Q3 | $47.2M | Buy |
1,050,742
+188,307
| +22% | +$8.46M | 0.1% | 198 |
|
|
2024
Q2 | $35.6M | Buy |
862,435
+68,840
| +9% | +$2.84M | 0.08% | 223 |
|
|
2024
Q1 | $33.3M | Buy |
793,595
+54,635
| +7% | +$2.29M | 0.09% | 227 |
|
|
2023
Q4 | $27.9M | Sell |
738,960
-14,118
| -2% | -$532K | 0.08% | 233 |
|
|
2023
Q3 | $24.4M | Buy |
753,078
+459,410
| +156% | +$14.9M | 0.08% | 241 |
|
|
2023
Q2 | $10.9M | Sell |
293,668
-29,938
| -9% | -$1.11M | 0.12% | 85 |
|
|
2023
Q1 | $12.6M | Buy |
323,606
+84,074
| +35% | +$3.27M | 0.15% | 74 |
|
|
2022
Q4 | $9.83M | Buy |
+239,532
| New | +$9.83M | 0.13% | 84 |
|
|
2021
Q3 | – | Sell |
-93,628
| Closed | -$5.3M | – | 345 |
|
|
2021
Q2 | $5.3M | Buy |
+93,628
| New | +$5.3M | 0.09% | 98 |
|
|
2020
Q3 | – | Sell |
-29,567
| Closed | -$1.65M | – | 246 |
|
|
2020
Q2 | $1.65M | Sell |
29,567
-40,245
| -58% | -$2.24M | 0.05% | 132 |
|
|
2020
Q1 | $4.04M | Buy |
+69,812
| New | +$4.04M | 0.14% | 70 |
|
|
2019
Q3 | – | Sell |
-35,563
| Closed | -$2.04M | – | 243 |
|
|
2019
Q2 | $2.04M | Sell |
35,563
-12,624
| -26% | -$724K | 0.09% | 95 |
|
|
2019
Q1 | $2.75M | Buy |
+48,187
| New | +$2.75M | 0.16% | 58 |
|
|
2018
Q4 | – | Sell |
-56,985
| Closed | -$3.27M | – | 211 |
|
|
2018
Q3 | $3.27M | Buy |
56,985
+20,188
| +55% | +$1.16M | 0.2% | 41 |
|
|
2018
Q2 | $1.87M | Buy |
36,797
+4,620
| +14% | +$235K | 0.12% | 72 |
|
|
2018
Q1 | $1.54M | Buy |
+32,177
| New | +$1.54M | 0.1% | 78 |
|
|
2017
Q2 | – | Sell |
-17,907
| Closed | -$876K | – | 190 |
|
|
2017
Q1 | $876K | Buy |
+17,907
| New | +$876K | 0.09% | 93 |
|
|
2016
Q4 | – | Sell |
-49,796
| Closed | -$2.5M | – | 187 |
|
|
2016
Q3 | $2.5M | Buy |
+49,796
| New | +$2.5M | 0.37% | 44 |
|