Alan B. Lancz & Associates’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Hold |
9,160
| – | – | 0.4% | 66 |
|
|
2025
Q1 | $415K | Hold |
9,160
| – | – | 0.44% | 60 |
|
|
2024
Q4 | $366K | Sell |
9,160
-1,750
| -16% | -$70K | 0.37% | 71 |
|
|
2024
Q3 | $490K | Hold |
10,910
| – | – | 0.45% | 60 |
|
|
2024
Q2 | $450K | Buy |
+10,910
| New | +$450K | 0.44% | 58 |
|
|
2023
Q4 | $417K | Sell |
11,049
-100
| -0.9% | -$3.77K | 0.44% | 65 |
|
|
2023
Q3 | $361K | Sell |
11,149
-400
| -3% | -$13K | 0.41% | 74 |
|
|
2023
Q2 | $430K | Sell |
11,549
-500
| -4% | -$18.6K | 0.46% | 69 |
|
|
2023
Q1 | $469K | Buy |
12,049
+1,600
| +15% | +$62.2K | 0.49% | 60 |
|
|
2022
Q4 | $437K | Buy |
10,449
+5,000
| +92% | +$209K | 0.44% | 66 |
|
|
2022
Q3 | $207K | Hold |
5,449
| – | – | 0.25% | 112 |
|
|
2022
Q2 | $252K | Sell |
5,449
-490
| -8% | -$22.7K | 0.25% | 108 |
|
|
2022
Q1 | $303K | Hold |
5,939
| – | – | 0.27% | 104 |
|
|
2021
Q4 | $309K | Buy |
+5,939
| New | +$309K | 0.27% | 104 |
|