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