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Detalus Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
9,963
+55
| +0.6% | +$2.38K | 0.12% | 105 |
|
|
2025
Q1 | $449K | Sell |
9,908
-1,176
| -11% | -$53.3K | 0.14% | 87 |
|
|
2024
Q4 | $443K | Sell |
11,084
-3,538
| -24% | -$141K | 0.15% | 82 |
|
|
2024
Q3 | $657K | Sell |
14,622
-10,187
| -41% | -$457K | 0.22% | 62 |
|
|
2024
Q2 | $1.02M | Buy |
24,809
+246
| +1% | +$10.1K | 0.35% | 44 |
|
|
2024
Q1 | $1.03M | Sell |
24,563
-715
| -3% | -$30K | 0.37% | 43 |
|
|
2023
Q4 | $953K | Sell |
25,278
-4,091
| -14% | -$154K | 0.38% | 43 |
|
|
2023
Q3 | $952K | Sell |
29,369
-388
| -1% | -$12.6K | 0.45% | 41 |
|
|
2023
Q2 | $1.11M | Buy |
29,757
+821
| +3% | +$30.5K | 0.5% | 40 |
|
|
2023
Q1 | $1.13M | Buy |
28,936
+5,637
| +24% | +$219K | 0.54% | 37 |
|
|
2022
Q4 | $918K | Sell |
23,299
-6,402
| -22% | -$252K | 0.45% | 44 |
|
|
2022
Q3 | $1.13M | Sell |
29,701
-605
| -2% | -$23K | 0.68% | 29 |
|
|
2022
Q2 | $1.54M | Buy |
30,306
+3,204
| +12% | +$163K | 0.9% | 20 |
|
|
2022
Q1 | $1.38M | Buy |
27,102
+5,651
| +26% | +$288K | 0.73% | 23 |
|
|
2021
Q4 | $1.12M | Sell |
21,451
-3,431
| -14% | -$178K | 0.54% | 29 |
|
|
2021
Q3 | $1.34M | Buy |
24,882
+3,152
| +15% | +$170K | 0.68% | 25 |
|
|
2021
Q2 | $1.22M | Buy |
21,730
+3,870
| +22% | +$217K | 0.65% | 25 |
|
|
2021
Q1 | $1.04M | Buy |
17,860
+4,366
| +32% | +$254K | 0.61% | 26 |
|
|
2020
Q4 | $793K | Buy |
13,494
+805
| +6% | +$47.3K | 0.5% | 32 |
|
|
2020
Q3 | $755K | Sell |
12,689
-303
| -2% | -$18K | 0.55% | 28 |
|
|
2020
Q2 | $716K | Sell |
12,992
-6,390
| -33% | -$352K | 0.55% | 27 |
|
|
2020
Q1 | $1.04M | Buy |
19,382
+6,784
| +54% | +$364K | 0.96% | 16 |
|
|
2019
Q4 | $774K | Buy |
+12,598
| New | +$774K | 0.56% | 31 |
|