Winthrop Advisory Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
6,296
+268
| +4% | +$11.6K | 0.03% | 142 |
|
|
2025
Q1 | $273K | Sell |
6,028
-205
| -3% | -$9.3K | 0.03% | 123 |
|
|
2024
Q4 | $249K | Sell |
6,233
-889
| -12% | -$35.6K | 0.03% | 132 |
|
|
2024
Q3 | $320K | Sell |
7,122
-128
| -2% | -$5.75K | 0.04% | 110 |
|
|
2024
Q2 | $299K | Buy |
7,250
+1,004
| +16% | +$41.4K | 0.04% | 110 |
|
|
2024
Q1 | $262K | Sell |
6,246
-8
| -0.1% | -$336 | 0.04% | 126 |
|
|
2023
Q4 | $236K | Sell |
6,254
-4,258
| -41% | -$161K | 0.04% | 123 |
|
|
2023
Q3 | $341K | Buy |
10,512
+722
| +7% | +$23.4K | 0.06% | 92 |
|
|
2023
Q2 | $364K | Buy |
9,790
+299
| +3% | +$11.1K | 0.06% | 93 |
|
|
2023
Q1 | $369K | Buy |
9,491
+85
| +0.9% | +$3.31K | 0.07% | 90 |
|
|
2022
Q4 | $371K | Buy |
9,406
+1,133
| +14% | +$44.6K | 0.07% | 86 |
|
|
2022
Q3 | $314K | Sell |
8,273
-415
| -5% | -$15.8K | 0.07% | 82 |
|
|
2022
Q2 | $441K | Buy |
8,688
+5,275
| +155% | +$268K | 0.1% | 65 |
|
|
2022
Q1 | $504K | Sell |
3,413
-5,692
| -63% | -$841K | 0.11% | 70 |
|
|
2021
Q4 | $473K | Buy |
9,105
+935
| +11% | +$48.6K | 0.1% | 71 |
|
|
2021
Q3 | $441K | Sell |
8,170
-270
| -3% | -$14.6K | 0.1% | 64 |
|
|
2021
Q2 | $473K | Sell |
8,440
-1,183
| -12% | -$66.3K | 0.11% | 62 |
|
|
2021
Q1 | $560K | Buy |
9,623
+790
| +9% | +$46K | 0.14% | 56 |
|
|
2020
Q4 | $519K | Buy |
8,833
+1,258
| +17% | +$73.9K | 0.14% | 59 |
|
|
2020
Q3 | $450K | Sell |
7,575
-67
| -0.9% | -$3.98K | 0.14% | 60 |
|
|
2020
Q2 | $418K | Sell |
7,642
-246
| -3% | -$13.5K | 0.15% | 49 |
|
|
2020
Q1 | $424K | Buy |
7,888
+1,094
| +16% | +$58.8K | 0.17% | 45 |
|
|
2019
Q4 | $417K | Buy |
6,794
+978
| +17% | +$60K | 0.15% | 59 |
|
|
2019
Q3 | $351K | Buy |
5,816
+1,395
| +32% | +$84.2K | 0.14% | 62 |
|
|
2019
Q2 | $253K | Buy |
4,421
+869
| +24% | +$49.7K | 0.11% | 72 |
|
|
2019
Q1 | $211K | Buy |
+3,552
| New | +$211K | 0.09% | 87 |
|