A detailed history of Encompass Wealth Advisors, LLC transactions in Verizon Communications Inc stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 12,505 shares of VZ stock, worth $497,698. This represents 0.2% of its overall portfolio holdings.

Number of Shares
12,505
Previous 12,255 2.04%
Holding current value
$497,698
Previous $505,000 11.09%
% of portfolio
0.2%
Previous 0.19%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$38.89 - $45.0 $9,722 - $11,250
250 Added 2.04%
12,505 $561,000
Q2 2024

Aug 08, 2024

BUY
$38.6 - $42.84 $88,355 - $98,060
2,289 Added 22.97%
12,255 $505,000
Q1 2024

May 10, 2024

SELL
$37.9 - $42.49 $81,447 - $91,311
-2,149 Reduced 17.74%
9,966 $418,000
Q4 2023

Feb 13, 2024

SELL
$30.67 - $38.65 $766 - $966
-25 Reduced 0.21%
12,115 $456,000
Q3 2023

Nov 07, 2023

SELL
$31.46 - $37.48 $20,606 - $24,549
-655 Reduced 5.12%
12,140 $393,000
Q2 2023

Aug 09, 2023

SELL
$34.46 - $40.11 $3,204 - $3,730
-93 Reduced 0.72%
12,795 $475,000
Q1 2023

May 04, 2023

BUY
$36.54 - $42.19 $20,608 - $23,795
564 Added 4.58%
12,888 $501,000
Q4 2022

Feb 01, 2023

BUY
$35.35 - $39.81 $1,555 - $1,751
44 Added 0.36%
12,324 $485,000
Q3 2022

Oct 28, 2022

SELL
$37.97 - $51.64 $17,048 - $23,186
-449 Reduced 3.53%
12,280 $466,000
Q2 2022

Aug 03, 2022

SELL
$46.23 - $55.01 $19,555 - $23,269
-423 Reduced 3.22%
12,729 $646,000
Q1 2022

Apr 28, 2022

SELL
$50.8 - $55.11 $50 - $55
-1 Reduced 0.01%
13,152 $669,000
Q4 2021

Jan 20, 2022

BUY
$49.77 - $54.53 $28,966 - $31,736
582 Added 4.63%
13,153 $683,000
Q2 2021

Aug 03, 2021

SELL
$55.82 - $59.52 $111,640 - $119,040
-2,000 Reduced 13.73%
12,571 $704,000
Q1 2021

May 25, 2021

BUY
$54.15 - $59.29 $437,261 - $478,766
8,075 Added 124.31%
14,571 $853,000
Q4 2020

Mar 09, 2021

SELL
$56.31 - $61.74 $409,373 - $448,849
-7,270 Reduced 52.81%
6,496 $382,000
Q4 2020

Mar 09, 2021

BUY
$56.31 - $61.74 $775,163 - $849,912
13,766 New
13,766 $809,000

Others Institutions Holding VZ

About VERIZON COMMUNICATIONS INC


  • Ticker VZ
  • Exchange NYSE
  • Sector Communication Services
  • Industry Telecom Services
  • Shares Outstandng 4,199,820,032
  • Market Cap $167B
  • Description
  • Verizon Communications Inc., through its subsidiaries, offers communications, technology, information, and entertainment products and services to consumers, businesses, and governmental entities worldwide. Its Consumer segment provides postpaid and prepaid service plans; internet access on notebook computers and tablets; wireless equipment, incl...
More about VZ
Track This Portfolio

Track Encompass Wealth Advisors, LLC Portfolio

Follow Encompass Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Encompass Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Encompass Wealth Advisors, LLC with notifications on news.