Concurrent Investment Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.8M | Buy |
250,246
+27,521
| +12% | +$1.19M | 0.21% | 102 |
|
2025
Q1 | $10.1M | Buy |
222,725
+43,881
| +25% | +$1.99M | 0.25% | 94 |
|
2024
Q4 | $7.15M | Sell |
178,844
-10,518
| -6% | -$421K | 0.19% | 105 |
|
2024
Q3 | $8.5M | Buy |
189,362
+2,269
| +1% | +$102K | 0.25% | 90 |
|
2024
Q2 | $7.72M | Buy |
187,093
+57,783
| +45% | +$2.38M | 0.25% | 91 |
|
2024
Q1 | $5.43M | Sell |
129,310
-44,081
| -25% | -$1.85M | 0.22% | 106 |
|
2023
Q4 | $6.54M | Buy |
+173,391
| New | +$6.54M | 0.31% | 78 |
|