GIM
Groesbeck Investment Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $410K | Hold |
9,040
| – | – | 0.57% | 53 |
|
|
2024
Q4 | $362K | Buy |
+9,040
| New | +$362K | 0.47% | 64 |
|
|
2024
Q2 | – | Sell |
-9,040
| Closed | -$379K | – | 97 |
|
|
2024
Q1 | $379K | Buy |
+9,040
| New | +$379K | 0.4% | 74 |
|
|
2022
Q2 | – | Sell |
-9,040
| Closed | -$460K | – | 107 |
|
|
2022
Q1 | $460K | Buy |
+9,040
| New | +$460K | 0.52% | 68 |
|
|
2021
Q4 | – | Sell |
-9,040
| Closed | -$488K | – | 109 |
|
|
2021
Q3 | $488K | Buy |
+9,040
| New | +$488K | 0.56% | 67 |
|
|
2017
Q3 | – | Sell |
-40,000
| Closed | -$1.79M | – | 93 |
|
|
2017
Q2 | $1.79M | Hold |
40,000
| – | – | 1.32% | 27 |
|
|
2017
Q1 | $1.95M | Buy |
40,000
+15,000
| +60% | +$731K | 1.45% | 24 |
|
|
2016
Q4 | $1.34M | Sell |
25,000
-9,040
| -27% | -$483K | 1.04% | 30 |
|
|
2016
Q3 | $1.77M | Buy |
+34,040
| New | +$1.77M | 1.31% | 26 |
|