Aufman 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 | $249K | Sell |
5,757
-348
| -6% | -$15.1K | 0.15% | 54 |
|
|
2025
Q1 | $277K | Sell |
6,105
-418
| -6% | -$19K | 0.19% | 44 |
|
|
2024
Q4 | $261K | Sell |
6,523
-162
| -2% | -$6.48K | 0.18% | 47 |
|
|
2024
Q3 | $300K | Buy |
+6,685
| New | +$300K | 0.19% | 42 |
|
|
2022
Q1 | – | Sell |
-5,658
| Closed | -$294K | – | 54 |
|
|
2021
Q4 | $294K | Buy |
5,658
+18
| +0.3% | +$935 | 0.22% | 34 |
|
|
2021
Q3 | $305K | Buy |
5,640
+125
| +2% | +$6.76K | 0.25% | 30 |
|
|
2021
Q2 | $309K | Sell |
5,515
-141
| -2% | -$7.9K | 0.24% | 30 |
|
|
2021
Q1 | $329K | Buy |
5,656
+40
| +0.7% | +$2.33K | 0.27% | 28 |
|
|
2020
Q4 | $330K | Sell |
5,616
-67
| -1% | -$3.94K | 0.3% | 27 |
|
|
2020
Q3 | $338K | Sell |
5,683
-433
| -7% | -$25.8K | 0.36% | 25 |
|
|
2020
Q2 | $337K | Buy |
6,116
+22
| +0.4% | +$1.21K | 0.38% | 24 |
|
|
2020
Q1 | $327K | Buy |
6,094
+22
| +0.4% | +$1.18K | 0.45% | 23 |
|
|
2019
Q4 | $373K | Buy |
+6,072
| New | +$373K | 0.38% | 25 |
|