American Trust 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 | – | Sell |
-19,656
| Closed | -$892K | – | 99 |
|
|
2025
Q1 | $892K | Buy |
19,656
+2,565
| +15% | +$116K | 0.37% | 52 |
|
|
2024
Q4 | $683K | Buy |
17,091
+4,035
| +31% | +$161K | 0.28% | 65 |
|
|
2024
Q3 | $586K | Buy |
+13,056
| New | +$586K | 0.24% | 64 |
|
|
2022
Q2 | – | Sell |
-4,366
| Closed | -$222K | – | 91 |
|
|
2022
Q1 | $222K | Sell |
4,366
-166
| -4% | -$8.44K | 0.11% | 85 |
|
|
2021
Q4 | $235K | Buy |
4,532
+760
| +20% | +$39.4K | 0.12% | 82 |
|
|
2021
Q3 | $204K | Hold |
3,772
| – | – | 0.11% | 82 |
|
|
2021
Q2 | $211K | Buy |
+3,772
| New | +$211K | 0.11% | 82 |
|