Glass Jacobson 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 | $32.6K | Sell |
753
-10,668
| -93% | -$462K | 0.01% | 333 |
|
|
2025
Q1 | $457K | Hold |
11,421
| – | – | 0.15% | 153 |
|
|
2024
Q4 | $457K | Sell |
11,421
-1,492
| -12% | -$59.7K | 0.15% | 153 |
|
|
2024
Q3 | $580K | Sell |
12,913
-643
| -5% | -$28.9K | 0.19% | 127 |
|
|
2024
Q2 | $559K | Sell |
13,556
-1,799
| -12% | -$74.2K | 0.2% | 119 |
|
|
2024
Q1 | $644K | Sell |
15,355
-931
| -6% | -$39.1K | 0.24% | 110 |
|
|
2023
Q4 | $614K | Sell |
16,286
-234
| -1% | -$8.82K | 0.25% | 106 |
|
|
2023
Q3 | $535K | Sell |
16,520
-1,175
| -7% | -$38.1K | 0.25% | 112 |
|
|
2023
Q2 | $658K | Buy |
+17,695
| New | +$658K | 0.3% | 99 |
|
|
2022
Q4 | $754K | Buy |
+19,148
| New | +$754K | 0.37% | 81 |
|