Butensky & Cohen Financial Security’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.73M | Buy |
109,294
+3,318
| +3% | +$144K | 1.41% | 33 |
|
2025
Q1 | $4.81M | Buy |
105,976
+1,380
| +1% | +$62.6K | 1.47% | 26 |
|
2024
Q4 | $4.18M | Sell |
104,596
-3,714
| -3% | -$149K | 1.32% | 36 |
|
2024
Q3 | $4.86M | Buy |
108,310
+1,676
| +2% | +$75.3K | 1.44% | 31 |
|
2024
Q2 | $4.4M | Buy |
106,634
+3,204
| +3% | +$132K | 1.4% | 37 |
|
2024
Q1 | $4.34M | Buy |
103,430
+5,504
| +6% | +$231K | 1.35% | 42 |
|
2023
Q4 | $3.69M | Buy |
97,926
+837
| +0.9% | +$31.6K | 1.23% | 51 |
|
2023
Q3 | $3.15M | Buy |
97,089
+8,419
| +9% | +$273K | 1.14% | 57 |
|
2023
Q2 | $3.3M | Buy |
88,670
+8,755
| +11% | +$326K | 1.19% | 53 |
|
2023
Q1 | $3.11M | Buy |
79,915
+12,837
| +19% | +$499K | 1.12% | 53 |
|
2022
Q4 | $2.64M | Sell |
67,078
-18,743
| -22% | -$738K | 0.98% | 55 |
|
2022
Q3 | $3.26M | Buy |
85,821
+4,443
| +5% | +$169K | 1.35% | 34 |
|
2022
Q2 | $4.13M | Buy |
81,378
+2,125
| +3% | +$108K | 1.69% | 8 |
|
2022
Q1 | $4.04M | Buy |
79,253
+5,783
| +8% | +$295K | 1.42% | 27 |
|
2021
Q4 | $3.82M | Buy |
73,470
+7,151
| +11% | +$372K | 1.36% | 30 |
|
2021
Q3 | $3.58M | Buy |
66,319
+14,472
| +28% | +$782K | 1.42% | 29 |
|
2021
Q2 | $2.91M | Buy |
+51,847
| New | +$2.91M | 1.15% | 54 |
|
2017
Q3 | – | Sell |
-395
| Closed | -$18K | – | 117 |
|
2017
Q2 | $18K | Hold |
395
| – | – | 0.02% | 94 |
|
2017
Q1 | $19K | Sell |
395
-236
| -37% | -$11.4K | 0.02% | 91 |
|
2016
Q4 | $34K | Hold |
631
| – | – | 0.03% | 81 |
|
2016
Q3 | $33K | Hold |
631
| – | – | 0.03% | 81 |
|
2016
Q2 | $35K | Hold |
631
| – | – | 0.03% | 79 |
|
2016
Q1 | $34K | Sell |
631
-148
| -19% | -$7.98K | 0.03% | 83 |
|
2015
Q4 | $36K | Buy |
779
+11
| +1% | +$508 | 0.04% | 83 |
|
2015
Q3 | $33K | Buy |
768
+137
| +22% | +$5.89K | 0.04% | 83 |
|
2015
Q2 | $29K | Hold |
631
| – | – | 0.03% | 85 |
|
2015
Q1 | $31K | Buy |
631
+100
| +19% | +$4.91K | 0.03% | 85 |
|
2014
Q4 | $25K | Buy |
+531
| New | +$25K | 0.03% | 86 |
|