Advocate 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 | $14.7M | Sell |
339,090
-3,435
| -1% | -$149K | 2.62% | 5 |
|
|
2025
Q1 | $15.5M | Buy |
342,525
+90,368
| +36% | +$4.1M | 2.83% | 4 |
|
|
2024
Q4 | $10.1M | Buy |
252,157
+9,554
| +4% | +$382K | 1.9% | 12 |
|
|
2024
Q3 | $10.9M | Buy |
242,603
+11,845
| +5% | +$532K | 1.98% | 8 |
|
|
2024
Q2 | $9.52M | Buy |
230,758
+10,695
| +5% | +$441K | 1.92% | 8 |
|
|
2024
Q1 | $9.23M | Sell |
220,063
-11,593
| -5% | -$486K | 1.84% | 11 |
|
|
2023
Q4 | $8.73M | Buy |
231,656
+34,830
| +18% | +$1.31M | 1.87% | 10 |
|
|
2023
Q3 | $6.38M | Buy |
196,826
+17,196
| +10% | +$557K | 1.48% | 21 |
|
|
2023
Q2 | $6.68M | Buy |
179,630
+115,913
| +182% | +$4.31M | 1.47% | 23 |
|
|
2023
Q1 | $2.48M | Buy |
+63,717
| New | +$2.48M | 0.54% | 63 |
|
|
2022
Q4 | – | Sell |
-8,275
| Closed | -$314K | – | 121 |
|
|
2022
Q3 | $314K | Sell |
8,275
-292
| -3% | -$11.1K | 0.08% | 95 |
|
|
2022
Q2 | $435K | Buy |
+8,567
| New | +$435K | 0.1% | 88 |
|