Atwood & Palmer’s Verizon VZ Stock Holding History

Atwood & Palmer’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12.4K	Hold	287	–	–	﹤0.01%	367
2025 Q1	$13K	Sell	287 -28	-9%	-$1.27K	﹤0.01%	314
2024 Q4	$12.6K	Buy	315 +15	+5%	+$600	﹤0.01%	323
2024 Q3	$13.5K	Buy	300 +13	+5%	+$584	﹤0.01%	314
2024 Q2	$11.8K	Sell	287 -75	-21%	-$3.09K	﹤0.01%	330
2024 Q1	$15.2K	Sell	362 -1,925	-84%	-$80.8K	﹤0.01%	291
2023 Q4	$86.2K	Sell	2,287 -180	-7%	-$6.79K	0.01%	194
2023 Q3	$80K	Hold	2,467	–	–	0.01%	184
2023 Q2	$91.7K	Buy	2,467 +467	+23%	+$17.4K	0.01%	192
2023 Q1	$77.8K	Sell	2,000 -2,500	-56%	-$97.2K	0.01%	183
2022 Q4	$177K	Hold	4,500	–	–	0.02%	150
2022 Q3	$171K	Sell	4,500 -1,200	-21%	-$45.6K	0.02%	142
2022 Q2	$289K	Sell	5,700 -614	-10%	-$31.1K	0.03%	118
2022 Q1	$322K	Hold	6,314	–	–	0.03%	122
2021 Q4	$328K	Buy	6,314 +2,500	+66%	+$130K	0.03%	126
2021 Q3	$206K	Hold	3,814	–	–	0.02%	142
2021 Q2	$214K	Buy	3,814 +800	+27%	+$44.9K	0.02%	143
2021 Q1	$175K	Buy	3,014 +214	+8%	+$12.4K	0.02%	149
2020 Q4	$165K	Hold	2,800	–	–	0.02%	146
2020 Q3	$167K	Hold	2,800	–	–	0.02%	137
2020 Q2	$154K	Hold	2,800	–	–	0.02%	136
2020 Q1	$150K	Buy	2,800 +300	+12%	+$16.1K	0.02%	128
2019 Q4	$154K	Hold	2,500	–	–	0.02%	137
2019 Q3	$151K	Sell	2,500 -100	-4%	-$6.04K	0.02%	141
2019 Q2	$149K	Hold	2,600	–	–	0.02%	139
2019 Q1	$154K	Sell	2,600 -105	-4%	-$6.22K	0.02%	132
2018 Q4	$152K	Buy	2,705 +105	+4%	+$5.9K	0.02%	131
2018 Q3	$139K	Hold	2,600	–	–	0.02%	140
2018 Q2	$131K	Hold	2,600	–	–	0.02%	141
2018 Q1	$124K	Hold	2,600	–	–	0.02%	143
2017 Q4	$138K	Hold	2,600	–	–	0.02%	140
2017 Q3	$129K	Sell	2,600 -67	-3%	-$3.32K	0.02%	140
2017 Q2	$119K	Hold	2,667	–	–	0.02%	143
2017 Q1	$130K	Buy	2,667 +2,000	+300%	+$97.5K	0.02%	135
2016 Q4	$36K	Hold	667	–	–	0.01%	187
2016 Q3	$35K	Buy	667 +67	+11%	+$3.52K	0.01%	191
2016 Q2	$34K	Hold	600	–	–	0.01%	195
2016 Q1	$32K	Sell	600 -1,077	-64%	-$57.4K	0.01%	203
2015 Q4	$78K	Hold	1,677	–	–	0.01%	180
2015 Q3	$73K	Sell	1,677 -552	-25%	-$24K	0.01%	170
2015 Q2	$104K	Sell	2,229 -40	-2%	-$1.87K	0.02%	156
2015 Q1	$110K	Sell	2,269 -797	-26%	-$38.6K	0.02%	150
2014 Q4	$144K	Sell	3,066 -2,494	-45%	-$117K	0.03%	147
2014 Q3	$263K	Buy	5,560 +2,297	+70%	+$109K	0.05%	105
2014 Q2	$160K	Sell	3,263 -6,110	-65%	-$300K	0.04%	126
2014 Q1	$446K	Buy	9,373 +3,424	+58%	+$163K	0.1%	83
2013 Q4	$292K	Hold	5,949	–	–	0.07%	91
2013 Q3	$278K	Buy	5,949 +600	+11%	+$28K	0.08%	93
2013 Q2	$269K	Buy	+5,349	New	+$269K	0.07%	89