Delta Investment Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,807
| Closed | -$218K | – | 261 |
|
|
2025
Q1 | $218K | Buy |
+4,807
| New | +$218K | 0.04% | 224 |
|
|
2024
Q3 | – | Sell |
-5,406
| Closed | -$223K | – | 255 |
|
|
2024
Q2 | $223K | Buy |
5,406
+414
| +8% | +$17.1K | 0.05% | 195 |
|
|
2024
Q1 | $209K | Buy |
+4,992
| New | +$209K | 0.05% | 202 |
|
|
2023
Q4 | – | Sell |
-6,476
| Closed | -$210K | – | 211 |
|
|
2023
Q3 | $210K | Buy |
6,476
+882
| +16% | +$28.6K | 0.06% | 167 |
|
|
2023
Q2 | $208K | Sell |
5,594
-4,843
| -46% | -$180K | 0.06% | 173 |
|
|
2023
Q1 | $406K | Sell |
10,437
-89
| -0.8% | -$3.46K | 0.12% | 105 |
|
|
2022
Q4 | $415K | Sell |
10,526
-7,049
| -40% | -$278K | 0.13% | 105 |
|
|
2022
Q3 | $667K | Buy |
17,575
+6,254
| +55% | +$237K | 0.29% | 65 |
|
|
2022
Q2 | $575K | Buy |
11,321
+670
| +6% | +$34K | 0.26% | 69 |
|
|
2022
Q1 | $543K | Buy |
10,651
+699
| +7% | +$35.6K | 0.16% | 74 |
|
|
2021
Q4 | $517K | Sell |
9,952
-560
| -5% | -$29.1K | 0.15% | 97 |
|
|
2021
Q3 | $568K | Sell |
10,512
-40
| -0.4% | -$2.16K | 0.18% | 94 |
|
|
2021
Q2 | $591K | Sell |
10,552
-87
| -0.8% | -$4.87K | 0.18% | 91 |
|
|
2021
Q1 | $619K | Sell |
10,639
-4,406
| -29% | -$256K | 0.2% | 85 |
|
|
2020
Q4 | $883K | Buy |
15,045
+1,284
| +9% | +$75.4K | 0.28% | 77 |
|
|
2020
Q3 | $818K | Buy |
13,761
+2,415
| +21% | +$144K | 0.44% | 39 |
|
|
2020
Q2 | $625K | Buy |
11,346
+3,017
| +36% | +$166K | 0.26% | 71 |
|
|
2020
Q1 | $447K | Buy |
8,329
+1,007
| +14% | +$54K | 0.34% | 41 |
|
|
2019
Q4 | $449K | Buy |
7,322
+3,122
| +74% | +$191K | 0.16% | 77 |
|
|
2019
Q3 | $253K | Hold |
4,200
| – | – | 0.13% | 85 |
|
|
2019
Q2 | $239K | Hold |
4,200
| – | – | 0.14% | 97 |
|
|
2019
Q1 | $248K | Sell |
4,200
-284
| -6% | -$16.8K | 0.22% | 45 |
|
|
2018
Q4 | $252K | Buy |
+4,484
| New | +$252K | 0.24% | 27 |
|