Joseph P. Lucia & Associates’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $959K | Sell |
19,099
-1,388
| -7% | -$64.3K | 0.34% | 67 |
|
|
2025
Q4 | $834K | Sell |
20,487
-2,585
| -11% | -$105K | 0.3% | 74 |
|
|
2025
Q3 | $1.01M | Sell |
23,072
-2,147
| -9% | -$92.9K | 0.38% | 71 |
|
|
2025
Q2 | $1.09M | Sell |
25,219
-2,337
| -8% | -$101K | 0.45% | 67 |
|
|
2025
Q1 | $1.25M | Sell |
27,556
-2,538
| -8% | -$106K | 0.57% | 50 |
|
|
2024
Q4 | $1.2M | Buy |
30,094
+528
| +2% | +$22.3K | 0.54% | 52 |
|
|
2024
Q3 | $1.33M | Sell |
29,566
-1,731
| -6% | -$72.2K | 0.61% | 49 |
|
|
2024
Q2 | $1.29M | Buy |
31,297
+2,020
| +7% | +$81.4K | 0.66% | 47 |
|
|
2024
Q1 | $1.23M | Buy |
29,277
+2,658
| +10% | +$107K | 0.66% | 48 |
|
|
2023
Q4 | $1M | Buy |
26,619
+722
| +3% | +$25.5K | 0.62% | 52 |
|
|
2023
Q3 | $839K | Buy |
25,897
+7,013
| +37% | +$237K | 0.59% | 52 |
|
|
2023
Q2 | $702K | Buy |
18,884
+93
| +0.5% | +$3.44K | 0.47% | 58 |
|
|
2023
Q1 | $731K | Buy |
18,791
+2,141
| +13% | +$84.4K | 0.51% | 56 |
|
|
2022
Q4 | $656K | Buy |
16,650
+10,582
| +174% | +$399K | 0.49% | 53 |
|
|
2022
Q3 | $230K | Sell |
6,068
-1,346
| -18% | -$59.9K | 0.18% | 96 |
|
|
2022
Q2 | $376K | Sell |
7,414
-920
| -11% | -$46.5K | 0.27% | 70 |
|
|
2022
Q1 | $425K | Sell |
8,334
-347
| -4% | -$18.4K | 0.26% | 72 |
|
|
2021
Q4 | $451K | Sell |
8,681
-3,974
| -31% | -$207K | 0.29% | 77 |
|
|
2021
Q3 | $683K | Buy |
12,655
+1,432
| +13% | +$79.2K | 0.4% | 65 |
|
|
2021
Q2 | $629K | Buy |
11,223
+2,319
| +26% | +$133K | 0.38% | 69 |
|
|
2021
Q1 | $518K | Buy |
8,904
+128
| +1% | +$7.22K | 0.23% | 73 |
|
|
2020
Q4 | $516K | Buy |
8,776
+5,363
| +157% | +$319K | 0.36% | 67 |
|
|
2020
Q3 | $203K | Buy |
3,413
+1,737
| +104% | +$101K | 0.19% | 87 |
|
|
2020
Q2 | $92K | Sell |
1,676
-49
| -3% | -$2.76K | 0.08% | 142 |
|
|
2020
Q1 | $93K | Sell |
1,725
-9
| -0.5% | -$515 | 0.1% | 127 |
|
|
2019
Q4 | $107K | Buy |
1,734
+201
| +13% | +$12.1K | 0.1% | 128 |
|
|
2019
Q3 | $93K | Buy |
1,533
+101
| +7% | +$5.82K | 0.1% | 132 |
|
|
2019
Q2 | $82K | Sell |
1,432
-21,036
| -94% | -$1.21M | 0.09% | 132 |
|
|
2019
Q1 | $380 | Buy |
+22,468
| New | +$1.27M | 0.03% | 180 |
|
Other funds holding VZ
VCM
VPM
