Delta Financial 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 | $237K | Sell |
5,485
-532
| -9% | -$23K | 0.08% | 109 |
|
|
2025
Q1 | $273K | Sell |
6,017
-1,259
| -17% | -$57.1K | 0.1% | 102 |
|
|
2024
Q4 | $291K | Sell |
7,276
-950
| -12% | -$38K | 0.11% | 100 |
|
|
2024
Q3 | $369K | Sell |
8,226
-676
| -8% | -$30.4K | 0.13% | 97 |
|
|
2024
Q2 | $367K | Sell |
8,902
-262
| -3% | -$10.8K | 0.14% | 97 |
|
|
2024
Q1 | $385K | Sell |
9,164
-63
| -0.7% | -$2.64K | 0.15% | 98 |
|
|
2023
Q4 | $348K | Sell |
9,227
-5,830
| -39% | -$220K | 0.15% | 96 |
|
|
2023
Q3 | $488K | Sell |
15,057
-235
| -2% | -$7.62K | 0.22% | 90 |
|
|
2023
Q2 | $569K | Sell |
15,292
-567
| -4% | -$21.1K | 0.25% | 87 |
|
|
2023
Q1 | $617K | Sell |
15,859
-31
| -0.2% | -$1.21K | 0.3% | 81 |
|
|
2022
Q4 | $626K | Sell |
15,890
-7,405
| -32% | -$292K | 0.3% | 81 |
|
|
2022
Q3 | $885K | Buy |
23,295
+795
| +4% | +$30.2K | 0.47% | 70 |
|
|
2022
Q2 | $1.14M | Sell |
22,500
-744
| -3% | -$37.8K | 0.57% | 63 |
|
|
2022
Q1 | $1.18M | Buy |
23,244
+81
| +0.3% | +$4.13K | 0.51% | 67 |
|
|
2021
Q4 | $1.2M | Sell |
23,163
-1,883
| -8% | -$97.9K | 0.49% | 66 |
|
|
2021
Q3 | $1.35M | Sell |
25,046
-69
| -0.3% | -$3.73K | 0.6% | 66 |
|
|
2021
Q2 | $1.41M | Sell |
25,115
-145
| -0.6% | -$8.12K | 0.62% | 65 |
|
|
2021
Q1 | $1.47M | Sell |
25,260
-18
| -0.1% | -$1.05K | 0.69% | 56 |
|
|
2020
Q4 | $1.49M | Sell |
25,278
-3
| -0% | -$176 | 0.74% | 53 |
|
|
2020
Q3 | $1.5M | Sell |
25,281
-2,235
| -8% | -$133K | 0.83% | 47 |
|
|
2020
Q2 | $1.52M | Sell |
27,516
-736
| -3% | -$40.6K | 0.89% | 44 |
|
|
2020
Q1 | $1.52M | Sell |
28,252
-3,911
| -12% | -$210K | 1.04% | 35 |
|
|
2019
Q4 | $1.98M | Sell |
32,163
-651
| -2% | -$40K | 0.77% | 54 |
|
|
2019
Q3 | $1.98M | Buy |
32,814
+110
| +0.3% | +$6.64K | 0.8% | 53 |
|
|
2019
Q2 | $1.87M | Buy |
+32,704
| New | +$1.87M | 0.77% | 53 |
|