Aldebaran Financial’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$588K Hold
13,582
0.65% 39
2025
Q1
$616K Sell
13,582
-300
-2% -$13.6K 0.75% 37
2024
Q4
$550K Sell
13,882
-295
-2% -$11.7K 0.64% 43
2024
Q3
$637K Sell
14,177
-267
-2% -$12K 0.75% 37
2024
Q2
$596K Sell
14,444
-3,150
-18% -$130K 0.78% 34
2024
Q1
$738K Sell
17,594
-450
-2% -$18.9K 1.04% 25
2023
Q4
$680K Sell
18,044
-490
-3% -$18.5K 1% 29
2023
Q3
$601K Sell
18,534
-2,175
-11% -$70.5K 0.94% 30
2023
Q2
$770K Sell
20,709
-3,718
-15% -$138K 1.05% 26
2023
Q1
$950K Sell
24,427
-16,847
-41% -$655K 1.23% 25
2022
Q4
$1.63M Sell
41,274
-2,792
-6% -$110K 1.75% 15
2022
Q3
$1.71M Buy
44,066
+987
+2% +$38.4K 1.88% 12
2022
Q2
$2.19M Sell
43,079
-3,776
-8% -$192K 2.32% 10
2022
Q1
$2.39M Buy
46,855
+4,011
+9% +$204K 1.85% 15
2021
Q4
$2.23M Buy
42,844
+1,308
+3% +$68K 1.64% 18
2021
Q3
$2.24M Buy
41,536
+4,695
+13% +$254K 1.81% 15
2021
Q2
$2.07M Buy
36,841
+5,979
+19% +$336K 1.7% 15
2021
Q1
$1.8M Buy
30,862
+916
+3% +$53.3K 1.58% 13
2020
Q4
$1.76M Sell
29,946
-298
-1% -$17.5K 1.64% 15
2020
Q3
$1.8M Buy
30,244
+3,089
+11% +$184K 1.87% 14
2020
Q2
$1.5M Sell
27,155
-13,004
-32% -$717K 1.76% 17
2020
Q1
$2.16M Buy
40,159
+7,600
+23% +$408K 2.11% 13
2019
Q4
$2M Sell
32,559
-8,299
-20% -$510K 1.52% 21
2019
Q3
$2.45M Buy
40,858
+843
+2% +$50.4K 1.63% 17
2019
Q2
$2.29M Sell
40,015
-1,092
-3% -$62.4K 1.58% 18
2019
Q1
$2.43M Sell
41,107
-244
-0.6% -$14.4K 1.71% 15
2018
Q4
$2.33M Sell
41,351
-373
-0.9% -$21K 1.77% 16
2018
Q3
$2.23M Sell
41,724
-2,018
-5% -$108K 1.45% 23
2018
Q2
$2.2M Sell
43,742
-4,449
-9% -$224K 1.51% 20
2018
Q1
$2.3M Buy
48,191
+6
+0% +$287 1.55% 21
2017
Q4
$2.55M Buy
48,185
+383
+0.8% +$20.3K 1.69% 22
2017
Q3
$2.37M Buy
47,802
+808
+2% +$40K 1.63% 20
2017
Q2
$2.1M Sell
46,994
-641
-1% -$28.6K 1.53% 22
2017
Q1
$2.32M Sell
47,635
-3,866
-8% -$188K 1.77% 20
2016
Q4
$2.75M Sell
51,501
-2,012
-4% -$107K 2.18% 11
2016
Q3
$2.78M Buy
53,513
+3,042
+6% +$158K 2.21% 12
2016
Q2
$2.82M Buy
50,471
+3,638
+8% +$203K 2.27% 10
2016
Q1
$2.53M Sell
46,833
-2,197
-4% -$119K 2.21% 12
2015
Q4
$2.25M Buy
49,030
+4,478
+10% +$205K 2.08% 15
2015
Q3
$1.94M Buy
44,552
+1,238
+3% +$53.9K 1.83% 17
2015
Q2
$2.02M Buy
43,314
+7,787
+22% +$363K 1.7% 19
2015
Q1
$1.73M Buy
35,527
+7,527
+27% +$366K 1.48% 24
2014
Q4
$1.31M Buy
28,000
+4,251
+18% +$199K 1.15% 33
2014
Q3
$1.19M Sell
23,749
-1,014
-4% -$50.7K 1.06% 33
2014
Q2
$1.21M Buy
+24,763
New +$1.21M 0.95% 39