Dumont & Blake 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 | $493K | Sell |
11,402
-73
| -0.6% | -$3.16K | 0.13% | 138 |
|
2025
Q1 | $520K | Buy |
11,475
+3
| +0% | +$136 | 0.15% | 134 |
|
2024
Q4 | $459K | Sell |
11,472
-18
| -0.2% | -$720 | 0.12% | 140 |
|
2024
Q3 | $516K | Sell |
11,490
-11,752
| -51% | -$528K | 0.14% | 136 |
|
2024
Q2 | $958K | Buy |
23,242
+11,249
| +94% | +$464K | 0.14% | 137 |
|
2024
Q1 | $503K | Sell |
11,993
-508
| -4% | -$21.3K | 0.14% | 135 |
|
2023
Q4 | $471K | Sell |
12,501
-1,088
| -8% | -$41K | 0.15% | 134 |
|
2023
Q3 | $440K | Sell |
13,589
-598
| -4% | -$19.4K | 0.15% | 134 |
|
2023
Q2 | $528K | Sell |
14,187
-329
| -2% | -$12.2K | 0.17% | 125 |
|
2023
Q1 | $565K | Buy |
14,516
+2,006
| +16% | +$78.1K | 0.19% | 121 |
|
2022
Q4 | $493K | Sell |
12,510
-2,714
| -18% | -$107K | 0.17% | 125 |
|
2022
Q3 | $578K | Sell |
15,224
-2,678
| -15% | -$102K | 0.22% | 113 |
|
2022
Q2 | $909K | Sell |
17,902
-1,780
| -9% | -$90.4K | 0.3% | 91 |
|
2022
Q1 | $1M | Sell |
19,682
-131
| -0.7% | -$6.68K | 0.27% | 96 |
|
2021
Q4 | $1.03M | Buy |
19,813
+888
| +5% | +$46.2K | 0.27% | 101 |
|
2021
Q3 | $1.02M | Sell |
18,925
-727
| -4% | -$39.3K | 0.29% | 93 |
|
2021
Q2 | $1.1M | Buy |
19,652
+484
| +3% | +$27.1K | 0.31% | 91 |
|
2021
Q1 | $1.12M | Buy |
19,168
+637
| +3% | +$37.1K | 0.34% | 84 |
|
2020
Q4 | $1.09M | Buy |
18,531
+1,028
| +6% | +$60.4K | 0.37% | 83 |
|
2020
Q3 | $1.04M | Buy |
17,503
+2,413
| +16% | +$144K | 0.4% | 72 |
|
2020
Q2 | $832K | Sell |
15,090
-31
| -0.2% | -$1.71K | 0.35% | 83 |
|
2020
Q1 | $812K | Buy |
15,121
+219
| +1% | +$11.8K | 0.42% | 72 |
|
2019
Q4 | $915K | Hold |
14,902
| – | – | 0.36% | 83 |
|
2019
Q3 | $899K | Sell |
14,902
-145
| -1% | -$8.75K | 0.38% | 84 |
|
2019
Q2 | $860K | Sell |
15,047
-84
| -0.6% | -$4.8K | 0.36% | 87 |
|
2019
Q1 | $895K | Buy |
15,131
+220
| +1% | +$13K | 0.38% | 88 |
|
2018
Q4 | $838K | Sell |
14,911
-31
| -0.2% | -$1.74K | 0.39% | 81 |
|
2018
Q3 | $798K | Buy |
14,942
+300
| +2% | +$16K | 0.31% | 105 |
|
2018
Q2 | $737K | Buy |
14,642
+30
| +0.2% | +$1.51K | 0.31% | 106 |
|
2018
Q1 | $699K | Buy |
14,612
+540
| +4% | +$25.8K | 0.3% | 108 |
|
2017
Q4 | $745K | Sell |
14,072
-1,728
| -11% | -$91.5K | 0.3% | 112 |
|
2017
Q3 | $782K | Hold |
15,800
| – | – | 0.33% | 100 |
|
2017
Q2 | $706K | Buy |
15,800
+265
| +2% | +$11.8K | 0.31% | 104 |
|
2017
Q1 | $757K | Buy |
15,535
+475
| +3% | +$23.1K | 0.34% | 104 |
|
2016
Q4 | $804K | Sell |
15,060
-115
| -0.8% | -$6.14K | 0.38% | 92 |
|
2016
Q3 | $789K | Buy |
15,175
+730
| +5% | +$38K | 0.39% | 93 |
|
2016
Q2 | $807K | Sell |
14,445
-544
| -4% | -$30.4K | 0.4% | 87 |
|
2016
Q1 | $811K | Buy |
14,989
+205
| +1% | +$11.1K | 0.42% | 85 |
|
2015
Q4 | $683K | Buy |
14,784
+79
| +0.5% | +$3.65K | 0.35% | 97 |
|
2015
Q3 | $640K | Buy |
14,705
+2,240
| +18% | +$97.5K | 0.35% | 100 |
|
2015
Q2 | $581K | Buy |
12,465
+150
| +1% | +$6.99K | 0.28% | 114 |
|
2015
Q1 | $599K | Hold |
12,315
| – | – | 0.29% | 113 |
|
2014
Q4 | $576K | Sell |
12,315
-114
| -0.9% | -$5.33K | 0.28% | 112 |
|
2014
Q3 | $621K | Sell |
12,429
-1,730
| -12% | -$86.4K | 0.32% | 108 |
|
2014
Q2 | $693K | Hold |
14,159
| – | – | 0.35% | 106 |
|
2014
Q1 | $674K | Buy |
14,159
+448
| +3% | +$21.3K | 0.35% | 108 |
|
2013
Q4 | $674K | Sell |
13,711
-420
| -3% | -$20.6K | 0.35% | 110 |
|
2013
Q3 | $660K | Sell |
14,131
-87
| -0.6% | -$4.06K | 0.31% | 109 |
|
2013
Q2 | $716K | Buy |
+14,218
| New | +$716K | 0.43% | 92 |
|