Wealthcare Advisory Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.69M | Sell |
85,173
-6,879
| -7% | -$298K | 0.08% | 196 |
|
|
2025
Q1 | $4.18M | Sell |
92,052
-2,942
| -3% | -$133K | 0.11% | 158 |
|
|
2024
Q4 | $3.8M | Sell |
94,994
-6,710
| -7% | -$268K | 0.11% | 166 |
|
|
2024
Q3 | $4.57M | Buy |
101,704
+24,682
| +32% | +$1.11M | 0.13% | 140 |
|
|
2024
Q2 | $3.18M | Sell |
77,022
-9,347
| -11% | -$385K | 0.1% | 164 |
|
|
2024
Q1 | $3.62M | Buy |
86,369
+4,506
| +6% | +$189K | 0.12% | 144 |
|
|
2023
Q4 | $3.09M | Buy |
81,863
+5,775
| +8% | +$218K | 0.12% | 139 |
|
|
2023
Q3 | $2.47M | Sell |
76,088
-39,058
| -34% | -$1.27M | 0.11% | 150 |
|
|
2023
Q2 | $4.28M | Buy |
115,146
+34,166
| +42% | +$1.27M | 0.19% | 94 |
|
|
2023
Q1 | $3.15M | Buy |
80,980
+3,876
| +5% | +$151K | 0.14% | 132 |
|
|
2022
Q4 | $3.04M | Buy |
77,104
+8,128
| +12% | +$320K | 0.15% | 121 |
|
|
2022
Q3 | $2.62M | Sell |
68,976
-2,814
| -4% | -$107K | 0.15% | 116 |
|
|
2022
Q2 | $3.64M | Sell |
71,790
-4,072
| -5% | -$207K | 0.22% | 75 |
|
|
2022
Q1 | $3.86M | Buy |
75,862
+3,135
| +4% | +$160K | 0.23% | 57 |
|
|
2021
Q4 | $3.78M | Buy |
72,727
+6,295
| +9% | +$327K | 0.23% | 62 |
|
|
2021
Q3 | $3.59M | Sell |
66,432
-1,053
| -2% | -$56.9K | 0.23% | 65 |
|
|
2021
Q2 | $3.78M | Buy |
67,485
+752
| +1% | +$42.1K | 0.25% | 59 |
|
|
2021
Q1 | $3.88M | Buy |
66,733
+9,565
| +17% | +$556K | 0.28% | 50 |
|
|
2020
Q4 | $3.36M | Buy |
57,168
+5,450
| +11% | +$320K | 0.3% | 45 |
|
|
2020
Q3 | $3.08M | Buy |
51,718
+4,027
| +8% | +$240K | 0.34% | 38 |
|
|
2020
Q2 | $2.63M | Buy |
47,691
+2,913
| +7% | +$161K | 0.33% | 38 |
|
|
2020
Q1 | $2.41M | Buy |
44,778
+10,136
| +29% | +$545K | 0.35% | 36 |
|
|
2019
Q4 | $2.13M | Sell |
34,642
-4,397
| -11% | -$270K | 0.27% | 46 |
|
|
2019
Q3 | $2.36M | Buy |
39,039
+157
| +0.4% | +$9.48K | 0.34% | 39 |
|
|
2019
Q2 | $2.22M | Sell |
38,882
-1,255
| -3% | -$71.7K | 0.35% | 38 |
|
|
2019
Q1 | $2.37M | Buy |
40,137
+1,299
| +3% | +$76.8K | 0.4% | 36 |
|
|
2018
Q4 | $2.18M | Sell |
38,838
-421
| -1% | -$23.7K | 0.42% | 36 |
|
|
2018
Q3 | $2.1M | Sell |
39,259
-521
| -1% | -$27.8K | 0.38% | 36 |
|
|
2018
Q2 | $2M | Buy |
39,780
+4,341
| +12% | +$218K | 0.39% | 37 |
|
|
2018
Q1 | $1.7M | Buy |
35,439
+1,229
| +4% | +$58.8K | 0.38% | 40 |
|
|
2017
Q4 | $1.81M | Buy |
34,210
+6,207
| +22% | +$329K | 0.47% | 29 |
|
|
2017
Q3 | $1.39M | Buy |
28,003
+27,617
| +7,155% | +$1.37M | 0.41% | 32 |
|
|
2017
Q2 | $17K | Hold |
386
| – | – | 0.01% | 72 |
|
|
2017
Q1 | $19K | Hold |
386
| – | – | 0.01% | 66 |
|
|
2016
Q4 | $21K | Hold |
386
| – | – | 0.01% | 67 |
|
|
2016
Q3 | $20K | Sell |
386
-824
| -68% | -$42.7K | 0.01% | 56 |
|
|
2016
Q2 | $68K | Buy |
+1,210
| New | +$68K | 0.05% | 46 |
|