Gladstone Institutional Advisory’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34M | Sell |
100,334
-2,368
| -2% | -$102K | 0.18% | 130 |
|
|
2025
Q1 | $4.66M | Buy |
102,702
+13,293
| +15% | +$603K | 0.22% | 111 |
|
|
2024
Q4 | $3.58M | Buy |
89,409
+1,842
| +2% | +$73.7K | 0.17% | 147 |
|
|
2024
Q3 | $3.93M | Buy |
87,567
+25,536
| +41% | +$1.15M | 0.19% | 127 |
|
|
2024
Q2 | $2.56M | Buy |
62,031
+4,969
| +9% | +$205K | 0.13% | 184 |
|
|
2024
Q1 | $2.39M | Sell |
57,062
-12,306
| -18% | -$516K | 0.13% | 187 |
|
|
2023
Q4 | $2.62M | Sell |
69,368
-2,161
| -3% | -$81.5K | 0.15% | 176 |
|
|
2023
Q3 | $2.32M | Buy |
71,529
+4,006
| +6% | +$130K | 0.15% | 170 |
|
|
2023
Q2 | $2.51M | Sell |
67,523
-5,612
| -8% | -$209K | 0.15% | 168 |
|
|
2023
Q1 | $2.84M | Buy |
73,135
+2,089
| +3% | +$81.2K | 0.18% | 157 |
|
|
2022
Q4 | $2.8M | Sell |
71,046
-33,337
| -32% | -$1.31M | 0.2% | 149 |
|
|
2022
Q3 | $3.96M | Buy |
104,383
+20,675
| +25% | +$785K | 0.31% | 81 |
|
|
2022
Q2 | $4.25M | Buy |
83,708
+24,934
| +42% | +$1.27M | 0.34% | 70 |
|
|
2022
Q1 | $2.99M | Buy |
58,774
+986
| +2% | +$50.2K | 0.2% | 129 |
|
|
2021
Q4 | $3M | Buy |
57,788
+1,185
| +2% | +$61.6K | 0.23% | 117 |
|
|
2021
Q3 | $3.06M | Sell |
56,603
-2,845
| -5% | -$154K | 0.3% | 90 |
|
|
2021
Q2 | $3.33M | Buy |
59,448
+23,496
| +65% | +$1.32M | 0.4% | 65 |
|
|
2021
Q1 | $2.09M | Buy |
35,952
+18,647
| +108% | +$1.08M | 0.33% | 75 |
|
|
2020
Q4 | $1.02M | Buy |
17,305
+1,141
| +7% | +$67.1K | 0.2% | 102 |
|
|
2020
Q3 | $962K | Buy |
16,164
+269
| +2% | +$16K | 0.23% | 100 |
|
|
2020
Q2 | $876K | Sell |
15,895
-9,160
| -37% | -$505K | 0.22% | 92 |
|
|
2020
Q1 | $1.35M | Buy |
25,055
+2,469
| +11% | +$133K | 0.35% | 67 |
|
|
2019
Q4 | $1.39M | Sell |
22,586
-1,672
| -7% | -$103K | 0.34% | 67 |
|
|
2019
Q3 | $1.46M | Buy |
24,258
+1,106
| +5% | +$66.7K | 0.37% | 56 |
|
|
2019
Q2 | $1.32M | Buy |
23,152
+9,357
| +68% | +$534K | 0.4% | 57 |
|
|
2019
Q1 | $816K | Buy |
13,795
+398
| +3% | +$23.5K | 0.3% | 72 |
|
|
2018
Q4 | $753K | Buy |
+13,397
| New | +$753K | 0.44% | 52 |
|