WealthSource Partners’s Verizon VZ Stock Holding History

WealthSource Partners’s Portfolio VZ Stock Details VZ Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.1M	Sell	29,205 -616	-2%	-$23.2K	0.07%	187
2023 Q3	$966K	Sell	29,821 -3,726	-11%	-$121K	0.07%	196
2023 Q2	$1.25M	Sell	33,547 -6,218	-16%	-$231K	0.08%	171
2023 Q1	$1.55M	Sell	39,765 -4,331	-10%	-$168K	0.1%	151
2022 Q4	$1.74M	Sell	44,096 -12,108	-22%	-$477K	0.12%	131
2022 Q3	$2.13M	Sell	56,204 -574	-1%	-$21.8K	0.16%	104
2022 Q2	$2.88M	Sell	56,778 -60,139	-51%	-$3.05M	0.21%	81
2022 Q1	$5.96M	Buy	116,917 +62,830	+116%	+$3.2M	0.4%	45
2021 Q4	$2.81M	Sell	54,087 -1,489	-3%	-$77.4K	0.22%	74
2021 Q3	$3M	Buy	55,576 +8,091	+17%	+$437K	0.26%	60
2021 Q2	$2.66M	Buy	47,485 +5,119	+12%	+$287K	0.24%	63
2021 Q1	$2.46M	Buy	42,366 +6,104	+17%	+$355K	0.25%	64
2020 Q4	$2.13M	Sell	36,262 -1,583	-4%	-$93K	0.25%	48
2020 Q3	$2.25M	Buy	37,845 +3,296	+10%	+$196K	0.3%	44
2020 Q2	$1.91M	Sell	34,549 -3,388	-9%	-$187K	0.27%	45
2020 Q1	$2.04M	Sell	37,937 -4,397	-10%	-$236K	0.32%	41
2019 Q4	$2.6M	Sell	42,334 -2,408	-5%	-$148K	0.34%	56
2019 Q3	$2.7M	Buy	44,742 +926	+2%	+$55.9K	0.4%	65
2019 Q2	$2.5M	Buy	43,816 +13,924	+47%	+$795K	0.39%	66
2019 Q1	$1.77M	Buy	29,892 +6,873	+30%	+$407K	0.4%	68
2018 Q4	$1.29M	Buy	23,019 +496	+2%	+$27.9K	0.37%	67
2018 Q3	$1.2M	Buy	22,523 +828	+4%	+$44.2K	0.31%	72
2018 Q2	$1.09M	Sell	21,695 -5,906	-21%	-$297K	0.3%	83
2018 Q1	$1.32M	Buy	27,601 +1,181	+4%	+$56.5K	0.4%	60
2017 Q4	$1.4M	Buy	26,420 +358	+1%	+$18.9K	0.43%	56
2017 Q3	$1.29M	Sell	26,062 -4,503	-15%	-$223K	0.43%	61
2017 Q2	$1.37M	Sell	30,565 -1,917	-6%	-$85.6K	0.47%	56
2017 Q1	$1.58M	Buy	32,482 +5,360	+20%	+$261K	0.58%	50
2016 Q4	$1.45M	Sell	27,122 -5,137	-16%	-$274K	0.61%	42
2016 Q3	$1.68M	Buy	32,259 +7,521	+30%	+$391K	0.61%	41
2016 Q2	$1.38M	Buy	24,738 +1,430	+6%	+$79.8K	0.52%	46
2016 Q1	$1.26M	Buy	+23,308	New	+$1.26M	0.51%	46