Concorde Asset Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $394K | Buy |
9,084
+46
| +0.5% | +$2K | 0.21% | 86 |
|
|
2024
Q4 | $361K | Sell |
9,038
-348
| -4% | -$13.9K | 0.19% | 90 |
|
|
2024
Q3 | $422K | Sell |
9,386
-109
| -1% | -$4.9K | 0.24% | 75 |
|
|
2024
Q2 | $392K | Buy |
9,495
+161
| +2% | +$6.64K | 0.24% | 78 |
|
|
2024
Q1 | $392K | Buy |
9,334
+446
| +5% | +$18.7K | 0.27% | 67 |
|
|
2023
Q4 | $380K | Buy |
8,888
+2,226
| +33% | +$95.2K | 0.26% | 78 |
|
|
2023
Q3 | $216K | Buy |
6,662
+894
| +15% | +$29K | 0.19% | 127 |
|
|
2023
Q2 | $215K | Sell |
5,768
-440
| -7% | -$16.4K | 0.2% | 111 |
|
|
2023
Q1 | $243K | Sell |
6,208
-1,173
| -16% | -$46K | 0.29% | 63 |
|
|
2022
Q4 | $291K | Sell |
7,381
-759
| -9% | -$29.9K | 0.26% | 95 |
|
|
2022
Q3 | $309K | Buy |
8,140
+617
| +8% | +$23.4K | 0.35% | 89 |
|
|
2022
Q2 | $381K | Sell |
7,523
-24,692
| -77% | -$1.25M | 0.57% | 50 |
|
|
2022
Q1 | $1.64M | Buy |
32,215
+24,229
| +303% | +$1.23M | 1.09% | 28 |
|
|
2021
Q4 | $415K | Buy |
7,986
+497
| +7% | +$25.8K | 0.25% | 113 |
|
|
2021
Q3 | $405K | Buy |
7,489
+2,482
| +50% | +$134K | 0.23% | 127 |
|
|
2021
Q2 | $281K | Sell |
5,007
-1,448
| -22% | -$81.3K | 0.16% | 140 |
|
|
2021
Q1 | $375K | Sell |
6,455
-3,126
| -33% | -$182K | 0.22% | 118 |
|
|
2020
Q4 | $563K | Buy |
9,581
+480
| +5% | +$28.2K | 0.31% | 70 |
|
|
2020
Q3 | $541K | Buy |
9,101
+2,556
| +39% | +$152K | 0.31% | 90 |
|
|
2020
Q2 | $361K | Buy |
+6,545
| New | +$361K | 0.3% | 71 |
|
|
2019
Q4 | – | Sell |
-4,029
| Closed | -$243K | – | 159 |
|
|
2019
Q3 | $243K | Sell |
4,029
-1,760
| -30% | -$106K | 0.19% | 120 |
|
|
2019
Q2 | $331K | Buy |
5,789
+2,093
| +57% | +$120K | 0.19% | 150 |
|
|
2019
Q1 | $218K | Buy |
+3,696
| New | +$218K | 0.14% | 179 |
|
|
2016
Q1 | – | Sell |
-6,290
| Closed | -$291K | – | 139 |
|
|
2015
Q4 | $291K | Sell |
6,290
-303
| -5% | -$14K | 0.32% | 77 |
|
|
2015
Q3 | $287K | Sell |
6,593
-57
| -0.9% | -$2.48K | 0.49% | 67 |
|
|
2015
Q2 | $310K | Buy |
+6,650
| New | +$310K | 0.39% | 71 |
|