Affinity Investment Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
38,799
+2,948
| +8% | +$128K | 1.27% | 22 |
|
|
2025
Q1 | $1.63M | Buy |
35,851
+1,940
| +6% | +$88K | 1.32% | 17 |
|
|
2024
Q4 | $1.36M | Sell |
33,911
-7,075
| -17% | -$283K | 1.13% | 28 |
|
|
2024
Q3 | $1.84M | Sell |
40,986
-130
| -0.3% | -$5.84K | 1.26% | 23 |
|
|
2024
Q2 | $1.7M | Buy |
41,116
+10,837
| +36% | +$447K | 1.27% | 28 |
|
|
2024
Q1 | $1.27M | Sell |
30,279
-532
| -2% | -$22.3K | 0.93% | 38 |
|
|
2023
Q4 | $1.16M | Sell |
30,811
-2,556
| -8% | -$96.4K | 0.79% | 40 |
|
|
2023
Q3 | $1.08M | Sell |
33,367
-2,182
| -6% | -$70.7K | 0.7% | 45 |
|
|
2023
Q2 | $1.32M | Sell |
35,549
-9,814
| -22% | -$365K | 0.77% | 42 |
|
|
2023
Q1 | $1.76M | Sell |
45,363
-15,895
| -26% | -$618K | 0.94% | 26 |
|
|
2022
Q4 | $2.41M | Sell |
61,258
-7,290
| -11% | -$287K | 1.11% | 24 |
|
|
2022
Q3 | $2.6M | Buy |
68,548
+3,160
| +5% | +$120K | 1.35% | 13 |
|
|
2022
Q2 | $3.32M | Buy |
65,388
+7,665
| +13% | +$389K | 1.62% | 9 |
|
|
2022
Q1 | $2.94M | Sell |
57,723
-260
| -0.4% | -$13.2K | 1.2% | 19 |
|
|
2021
Q4 | $3.01M | Sell |
57,983
-9,318
| -14% | -$484K | 1.21% | 20 |
|
|
2021
Q3 | $3.64M | Buy |
67,301
+930
| +1% | +$50.2K | 1.63% | 6 |
|
|
2021
Q2 | $3.72M | Sell |
66,371
-27,386
| -29% | -$1.53M | 1.68% | 6 |
|
|
2021
Q1 | $5.45M | Sell |
93,757
-1,170
| -1% | -$68K | 2% | 6 |
|
|
2020
Q4 | $5.58M | Sell |
94,927
-7,048
| -7% | -$414K | 2.25% | 5 |
|
|
2020
Q3 | $6.07M | Buy |
101,975
+14,849
| +17% | +$883K | 2.66% | 3 |
|
|
2020
Q2 | $4.8M | Sell |
87,126
-19,111
| -18% | -$1.05M | 2.28% | 5 |
|
|
2020
Q1 | $5.71M | Buy |
106,237
+29,957
| +39% | +$1.61M | 2.91% | 5 |
|
|
2019
Q4 | $4.68M | Sell |
76,280
-23,618
| -24% | -$1.45M | 1.7% | 16 |
|
|
2019
Q3 | $6.03M | Sell |
99,898
-19,518
| -16% | -$1.18M | 1.89% | 13 |
|
|
2019
Q2 | $6.82M | Sell |
119,416
-82,757
| -41% | -$4.73M | 1.96% | 12 |
|
|
2019
Q1 | $12M | Sell |
202,173
-104,129
| -34% | -$6.16M | 2.45% | 9 |
|
|
2018
Q4 | $17.2M | Buy |
306,302
+167,457
| +121% | +$9.41M | 3.01% | 4 |
|
|
2018
Q3 | $7.41M | Buy |
138,845
+45,711
| +49% | +$2.44M | 0.98% | 47 |
|
|
2018
Q2 | $4.69M | Sell |
93,134
-34,851
| -27% | -$1.75M | 0.66% | 55 |
|
|
2018
Q1 | $6.12M | Sell |
127,985
-1,364
| -1% | -$65.2K | 0.71% | 55 |
|
|
2017
Q4 | $6.85M | Sell |
129,349
-3,111
| -2% | -$165K | 0.78% | 55 |
|
|
2017
Q3 | $6.56M | Sell |
132,460
-1,654
| -1% | -$81.9K | 0.76% | 56 |
|
|
2017
Q2 | $5.99M | Sell |
134,114
-64,334
| -32% | -$2.87M | 0.71% | 59 |
|
|
2017
Q1 | $9.67M | Sell |
198,448
-15,210
| -7% | -$741K | 0.88% | 53 |
|
|
2016
Q4 | $11.4M | Sell |
213,658
-26,581
| -11% | -$1.42M | 1.07% | 42 |
|
|
2016
Q3 | $12.5M | Sell |
240,239
-34,154
| -12% | -$1.78M | 1.06% | 45 |
|
|
2016
Q2 | $15.3M | Sell |
274,393
-1,246
| -0.5% | -$69.6K | 1.13% | 39 |
|
|
2016
Q1 | $14.9M | Sell |
275,639
-15,337
| -5% | -$829K | 1.31% | 36 |
|
|
2015
Q4 | $13.4M | Sell |
290,976
-6,052
| -2% | -$280K | 1.16% | 40 |
|
|
2015
Q3 | $12.9M | Sell |
297,028
-12,553
| -4% | -$546K | 1.18% | 38 |
|
|
2015
Q2 | $14.4M | Sell |
309,581
-47,654
| -13% | -$2.22M | 1.15% | 37 |
|
|
2015
Q1 | $17.4M | Buy |
357,235
+96,613
| +37% | +$4.7M | 1.25% | 33 |
|
|
2014
Q4 | $12.2M | Buy |
260,622
+15,928
| +7% | +$745K | 1.13% | 41 |
|
|
2014
Q3 | $12.2M | Sell |
244,694
-19,344
| -7% | -$967K | 1.24% | 38 |
|
|
2014
Q2 | $12.9M | Buy |
264,038
+1,831
| +0.7% | +$89.6K | 1.46% | 33 |
|
|
2014
Q1 | $12.5M | Buy |
262,207
+116
| +0% | +$5.52K | 1.47% | 33 |
|
|
2013
Q4 | $12.9M | Sell |
262,091
-8,046
| -3% | -$395K | 1.57% | 30 |
|
|
2013
Q3 | $12.6M | Sell |
270,137
-211,787
| -44% | -$9.89M | 1.63% | 25 |
|
|
2013
Q2 | $24.3M | Buy |
+481,924
| New | +$24.3M | 2.11% | 9 |
|