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