Wealthspire Advisors (New York)’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.84M | Buy |
134,957
+1,817
| +1% | +$78.6K | 0.03% | 148 |
|
|
2025
Q1 | $6.04M | Sell |
133,140
-1,049
| -0.8% | -$47.6K | 0.04% | 149 |
|
|
2024
Q4 | $5.37M | Sell |
134,189
-1,894
| -1% | -$75.7K | 0.05% | 142 |
|
|
2024
Q3 | $6.11M | Sell |
136,083
-3,399
| -2% | -$153K | 0.06% | 135 |
|
|
2024
Q2 | $5.75M | Buy |
139,482
+29,668
| +27% | +$1.22M | 0.07% | 107 |
|
|
2024
Q1 | $4.61M | Sell |
109,814
-41,599
| -27% | -$1.75M | 0.06% | 116 |
|
|
2023
Q4 | $5.71M | Sell |
151,413
-1,528
| -1% | -$57.6K | 0.08% | 107 |
|
|
2023
Q3 | $4.96M | Buy |
152,941
+24,859
| +19% | +$806K | 0.08% | 107 |
|
|
2023
Q2 | $4.76M | Sell |
128,082
-2,756
| -2% | -$102K | 0.08% | 99 |
|
|
2023
Q1 | $5.09M | Sell |
130,838
-26,259
| -17% | -$1.02M | 0.09% | 96 |
|
|
2022
Q4 | $6.19M | Sell |
157,097
-977
| -0.6% | -$38.5K | 0.11% | 87 |
|
|
2022
Q3 | $6M | Buy |
158,074
+11,340
| +8% | +$431K | 0.13% | 84 |
|
|
2022
Q2 | $7.45M | Buy |
146,734
+14,888
| +11% | +$756K | 0.16% | 70 |
|
|
2022
Q1 | $6.72M | Buy |
131,846
+15,206
| +13% | +$775K | 0.15% | 63 |
|
|
2021
Q4 | $6.06M | Sell |
116,640
-2,831
| -2% | -$147K | 0.13% | 75 |
|
|
2021
Q3 | $6.45M | Sell |
119,471
-20,530
| -15% | -$1.11M | 0.13% | 80 |
|
|
2021
Q2 | $7.84M | Sell |
140,001
-72,838
| -34% | -$4.08M | 0.21% | 56 |
|
|
2021
Q1 | $12.4M | Buy |
212,839
+21,921
| +11% | +$1.27M | 0.29% | 42 |
|
|
2020
Q4 | $11.2M | Buy |
190,918
+143,910
| +306% | +$8.45M | 0.33% | 41 |
|
|
2020
Q3 | $2.8M | Buy |
47,008
+2,520
| +6% | +$150K | 0.17% | 65 |
|
|
2020
Q2 | $2.45M | Sell |
44,488
-155,804
| -78% | -$8.59M | 0.17% | 57 |
|
|
2020
Q1 | $10.8M | Buy |
200,292
+171,871
| +605% | +$9.23M | 0.45% | 33 |
|
|
2019
Q4 | $1.75M | Buy |
28,421
+6,591
| +30% | +$405K | 0.13% | 46 |
|
|
2019
Q3 | $1.32M | Buy |
21,830
+11,022
| +102% | +$665K | 0.11% | 40 |
|
|
2019
Q2 | $617K | Buy |
10,808
+6,065
| +128% | +$346K | 0.05% | 42 |
|
|
2019
Q1 | $280K | Buy |
4,743
+200
| +4% | +$11.8K | 0.03% | 38 |
|
|
2018
Q4 | $255K | Buy |
+4,543
| New | +$255K | 0.02% | 59 |
|