AIP
Almanack Investment Partners’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.6M | Buy |
937,216
+165
| +0% | +$7.14K | 6.45% | 2 |
|
|
2025
Q1 | $42.5M | Sell |
937,051
-279
| -0% | -$12.7K | 8.42% | 2 |
|
|
2024
Q4 | $37.5M | Hold |
937,330
| – | – | 5.78% | 2 |
|
|
2024
Q3 | $42.1M | Buy |
937,330
+112
| +0% | +$5.03K | 6.61% | 2 |
|
|
2024
Q2 | $38.7M | Sell |
937,218
-232
| -0% | -$9.57K | 6.51% | 2 |
|
|
2024
Q1 | $39.3M | Buy |
937,450
+514
| +0.1% | +$21.6K | 6.7% | 2 |
|
|
2023
Q4 | $35.3M | Buy |
936,936
+100
| +0% | +$3.77K | 6.55% | 2 |
|
|
2023
Q3 | $30.4M | Sell |
936,836
-713
| -0.1% | -$23.1K | 5.88% | 4 |
|
|
2023
Q2 | $34.9M | Sell |
937,549
-1,996
| -0.2% | -$74.2K | 6.12% | 4 |
|
|
2023
Q1 | $36.5M | Sell |
939,545
-1,734
| -0.2% | -$67.4K | 7.21% | 4 |
|
|
2022
Q4 | $37.1M | Buy |
+941,279
| New | +$37.1M | 7.91% | 4 |
|
|
2022
Q3 | – | Sell |
-956,617
| Closed | -$48.5M | – | 964 |
|
|
2022
Q2 | $48.5M | Buy |
956,617
+2,140
| +0.2% | +$109K | 4.85% | 3 |
|
|
2022
Q1 | $48.6M | Buy |
954,477
+6,094
| +0.6% | +$310K | 4.22% | 4 |
|
|
2021
Q4 | $49.3M | Buy |
948,383
+928,333
| +4,630% | +$48.2M | 3.99% | 5 |
|
|
2021
Q3 | $1.08M | Buy |
20,050
+1,110
| +6% | +$60K | 0.1% | 152 |
|
|
2021
Q2 | $1.06M | Sell |
18,940
-1,872
| -9% | -$105K | 0.1% | 132 |
|
|
2021
Q1 | $1.21M | Sell |
20,812
-3,217
| -13% | -$187K | 0.12% | 116 |
|
|
2020
Q4 | $1.41M | Buy |
24,029
+2,511
| +12% | +$148K | 0.16% | 90 |
|
|
2020
Q3 | $1.32M | Buy |
21,518
+6,900
| +47% | +$422K | 0.16% | 86 |
|
|
2020
Q2 | $806K | Buy |
14,618
+2,627
| +22% | +$145K | 0.14% | 80 |
|
|
2020
Q1 | $644K | Buy |
11,991
+3,333
| +38% | +$179K | 0.14% | 95 |
|
|
2019
Q4 | $532K | Sell |
8,658
-855
| -9% | -$52.5K | 0.1% | 100 |
|
|
2019
Q3 | $574K | Buy |
9,513
+135
| +1% | +$8.15K | 0.11% | 105 |
|
|
2019
Q2 | $536K | Buy |
9,378
+3,250
| +53% | +$186K | 0.12% | 88 |
|
|
2019
Q1 | $362K | Buy |
6,128
+2,655
| +76% | +$157K | 0.1% | 90 |
|
|
2018
Q4 | $195K | Buy |
3,473
+389
| +13% | +$21.8K | 0.06% | 155 |
|
|
2018
Q3 | $178K | Buy |
3,084
+618
| +25% | +$35.7K | 0.05% | 191 |
|
|
2018
Q2 | $124K | Sell |
2,466
-198
| -7% | -$9.96K | 0.06% | 132 |
|
|
2018
Q1 | $127K | Buy |
2,664
+86
| +3% | +$4.1K | 0.05% | 152 |
|
|
2017
Q4 | $136K | Buy |
+2,578
| New | +$136K | 0.05% | 152 |
|
|
2017
Q3 | – | Sell |
-4,234
| Closed | -$189K | – | 198 |
|
|
2017
Q2 | $189K | Buy |
+4,234
| New | +$189K | 0.11% | 115 |
|