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