WAM
Wealthspire Advisors (Maryland)’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $9.46M | Sell |
159,016
-7,666
| -5% | -$456K | 0.33% | 42 |
|
|
2020
Q2 | $9.19M | Buy |
166,682
+6,412
| +4% | +$353K | 0.66% | 25 |
|
|
2020
Q1 | $8.61M | Sell |
160,270
-6,231
| -4% | -$335K | 0.75% | 23 |
|
|
2019
Q4 | $10.2M | Buy |
166,501
+1,794
| +1% | +$110K | 0.69% | 27 |
|
|
2019
Q3 | $9.94M | Buy |
164,707
+3,038
| +2% | +$183K | 0.73% | 27 |
|
|
2019
Q2 | $9.24M | Sell |
161,669
-5,982
| -4% | -$342K | 0.69% | 27 |
|
|
2019
Q1 | $9.91M | Buy |
167,651
+11,283
| +7% | +$667K | 0.75% | 25 |
|
|
2018
Q4 | $8.79M | Buy |
156,368
+399
| +0.3% | +$22.4K | 0.78% | 23 |
|
|
2018
Q3 | $8.33M | Buy |
155,969
+1,320
| +0.9% | +$70.5K | 0.69% | 25 |
|
|
2018
Q2 | $7.78M | Sell |
154,649
-5,546
| -3% | -$279K | 0.7% | 24 |
|
|
2018
Q1 | $7.66M | Sell |
160,195
-5,316
| -3% | -$254K | 0.72% | 24 |
|
|
2017
Q4 | $8.76M | Sell |
165,511
-1,942
| -1% | -$103K | 0.85% | 20 |
|
|
2017
Q3 | $8.29M | Buy |
167,453
+1,460
| +0.9% | +$72.3K | 0.9% | 18 |
|
|
2017
Q2 | $7.41M | Buy |
165,993
+25,978
| +19% | +$1.16M | 0.88% | 19 |
|
|
2017
Q1 | $6.83M | Sell |
140,015
-1,261
| -0.9% | -$61.5K | 0.97% | 17 |
|
|
2016
Q4 | $7.54M | Sell |
141,276
-1,739
| -1% | -$92.8K | 1.13% | 14 |
|
|
2016
Q3 | $7.43M | Sell |
143,015
-3,025
| -2% | -$157K | 1.16% | 12 |
|
|
2016
Q2 | $8.16M | Sell |
146,040
-5,387
| -4% | -$301K | 1.36% | 12 |
|
|
2016
Q1 | $8.19M | Buy |
151,427
+551
| +0.4% | +$29.8K | 1.44% | 12 |
|
|
2015
Q4 | $6.97M | Buy |
+150,876
| New | +$6.97M | 1.3% | 10 |
|