JPLA
Joseph P. Lucia & Associates’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
25,219
-2,337
| -8% | -$101K | 0.45% | 67 |
|
|
2025
Q1 | $1.25M | Sell |
27,556
-2,538
| -8% | -$115K | 0.57% | 50 |
|
|
2024
Q4 | $1.2M | Buy |
30,094
+528
| +2% | +$21.1K | 0.54% | 52 |
|
|
2024
Q3 | $1.33M | Sell |
29,566
-1,731
| -6% | -$77.7K | 0.61% | 49 |
|
|
2024
Q2 | $1.29M | Buy |
31,297
+2,020
| +7% | +$83.3K | 0.66% | 47 |
|
|
2024
Q1 | $1.23M | Buy |
29,277
+2,658
| +10% | +$112K | 0.66% | 48 |
|
|
2023
Q4 | $1M | Buy |
26,619
+722
| +3% | +$27.2K | 0.62% | 52 |
|
|
2023
Q3 | $839K | Buy |
25,897
+7,013
| +37% | +$227K | 0.59% | 52 |
|
|
2023
Q2 | $702K | Buy |
18,884
+93
| +0.5% | +$3.46K | 0.47% | 58 |
|
|
2023
Q1 | $731K | Buy |
18,791
+2,141
| +13% | +$83.3K | 0.51% | 56 |
|
|
2022
Q4 | $656K | Buy |
16,650
+10,582
| +174% | +$417K | 0.49% | 53 |
|
|
2022
Q3 | $230K | Sell |
6,068
-1,346
| -18% | -$51K | 0.18% | 96 |
|
|
2022
Q2 | $376K | Sell |
7,414
-920
| -11% | -$46.7K | 0.27% | 70 |
|
|
2022
Q1 | $425K | Sell |
8,334
-347
| -4% | -$17.7K | 0.26% | 72 |
|
|
2021
Q4 | $451K | Sell |
8,681
-3,974
| -31% | -$206K | 0.29% | 77 |
|
|
2021
Q3 | $683K | Buy |
12,655
+1,432
| +13% | +$77.3K | 0.4% | 65 |
|
|
2021
Q2 | $629K | Buy |
11,223
+2,319
| +26% | +$130K | 0.38% | 69 |
|
|
2021
Q1 | $518K | Buy |
8,904
+128
| +1% | +$7.45K | 0.23% | 73 |
|
|
2020
Q4 | $516K | Buy |
8,776
+5,363
| +157% | +$315K | 0.36% | 67 |
|
|
2020
Q3 | $203K | Buy |
3,413
+1,737
| +104% | +$103K | 0.19% | 87 |
|
|
2020
Q2 | $92K | Sell |
1,676
-49
| -3% | -$2.69K | 0.08% | 142 |
|
|
2020
Q1 | $93K | Sell |
1,725
-9
| -0.5% | -$485 | 0.1% | 127 |
|
|
2019
Q4 | $107K | Buy |
1,734
+201
| +13% | +$12.4K | 0.1% | 128 |
|
|
2019
Q3 | $93K | Buy |
1,533
+101
| +7% | +$6.13K | 0.1% | 132 |
|
|
2019
Q2 | $82K | Sell |
1,432
-21,036
| -94% | -$1.2M | 0.09% | 132 |
|
|
2019
Q1 | $380 | Buy |
+22,468
| New | +$380 | 0.03% | 180 |
|