Kelly Lawrence W & Associates’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $173K | Hold |
4,007
| – | – | 0.05% | 85 |
|
2025
Q1 | $182K | Hold |
4,007
| – | – | 0.04% | 85 |
|
2024
Q4 | $160K | Hold |
4,007
| – | – | 0.04% | 92 |
|
2024
Q3 | $180K | Sell |
4,007
-78
| -2% | -$3.5K | 0.04% | 92 |
|
2024
Q2 | $168K | Sell |
4,085
-200
| -5% | -$8.25K | 0.04% | 90 |
|
2024
Q1 | $180K | Hold |
4,285
| – | – | 0.04% | 86 |
|
2023
Q4 | $162K | Hold |
4,285
| – | – | 0.04% | 88 |
|
2023
Q3 | $139K | Sell |
4,285
-11,000
| -72% | -$357K | 0.04% | 86 |
|
2023
Q2 | $547K | Sell |
15,285
-460
| -3% | -$16.5K | 0.14% | 52 |
|
2023
Q1 | $612K | Hold |
15,745
| – | – | 0.17% | 51 |
|
2022
Q4 | $620K | Hold |
15,745
| – | – | 0.18% | 50 |
|
2022
Q3 | $598K | Buy |
15,745
+646
| +4% | +$24.5K | 0.17% | 53 |
|
2022
Q2 | $767K | Sell |
15,099
-4,936
| -25% | -$251K | 0.21% | 47 |
|
2022
Q1 | $1.02M | Hold |
20,035
| – | – | 0.22% | 46 |
|
2021
Q4 | $1.04M | Hold |
20,035
| – | – | 0.21% | 47 |
|
2021
Q3 | $1.08M | Hold |
20,035
| – | – | 0.23% | 46 |
|
2021
Q2 | $1.12M | Hold |
20,035
| – | – | 0.24% | 47 |
|
2021
Q1 | $1.17M | Buy |
20,035
+1,078
| +6% | +$62.7K | 0.28% | 44 |
|
2020
Q4 | $1.11M | Sell |
18,957
-7,661
| -29% | -$450K | 0.44% | 30 |
|
2020
Q3 | $1.58M | Hold |
26,618
| – | – | 0.47% | 31 |
|
2020
Q2 | $1.47M | Hold |
26,618
| – | – | 0.3% | 35 |
|
2020
Q1 | $1.43M | Hold |
26,618
| – | – | 0.35% | 37 |
|
2019
Q4 | $1.63M | Sell |
26,618
-157
| -0.6% | -$9.64K | 0.26% | 40 |
|
2019
Q3 | $1.62M | Hold |
26,775
| – | – | 0.27% | 39 |
|
2019
Q2 | $1.53M | Hold |
26,775
| – | – | 0.26% | 40 |
|
2019
Q1 | $1.58M | Hold |
26,775
| – | – | 0.29% | 42 |
|
2018
Q4 | $1.51M | Sell |
26,775
-5,000
| -16% | -$281K | 0.33% | 41 |
|
2018
Q3 | $1.7M | Buy |
31,775
+1,100
| +4% | +$58.7K | 0.28% | 48 |
|
2018
Q2 | $1.54M | Hold |
30,675
| – | – | 0.28% | 47 |
|
2018
Q1 | $1.47M | Hold |
30,675
| – | – | 0.28% | 48 |
|
2017
Q4 | $1.62M | Buy |
30,675
+6,750
| +28% | +$357K | 0.3% | 48 |
|
2017
Q3 | $1.18M | Buy |
23,925
+10,400
| +77% | +$515K | 0.23% | 51 |
|
2017
Q2 | $604K | Sell |
13,525
-1,448
| -10% | -$64.7K | 0.12% | 61 |
|
2017
Q1 | $730K | Sell |
14,973
-317
| -2% | -$15.5K | 0.15% | 56 |
|
2016
Q4 | $816K | Sell |
15,290
-913
| -6% | -$48.7K | 0.18% | 53 |
|
2016
Q3 | $842K | Sell |
16,203
-319
| -2% | -$16.6K | 0.18% | 51 |
|
2016
Q2 | $922K | Sell |
16,522
-209
| -1% | -$11.7K | 0.21% | 50 |
|
2016
Q1 | $905K | Hold |
16,731
| – | – | 0.23% | 46 |
|
2015
Q4 | $774K | Sell |
16,731
-4,791
| -22% | -$222K | 0.18% | 47 |
|
2015
Q3 | $936K | Buy |
21,522
+1,460
| +7% | +$63.5K | 0.22% | 49 |
|
2015
Q2 | $935K | Buy |
20,062
+5,000
| +33% | +$233K | 0.19% | 49 |
|
2015
Q1 | $732K | Sell |
15,062
-105
| -0.7% | -$5.1K | 0.16% | 49 |
|
2014
Q4 | $709K | Sell |
15,167
-1,598
| -10% | -$74.7K | 0.15% | 51 |
|
2014
Q3 | $838K | Sell |
16,765
-110
| -0.7% | -$5.5K | 0.18% | 50 |
|
2014
Q2 | $825K | Sell |
16,875
-510
| -3% | -$24.9K | 0.18% | 51 |
|
2014
Q1 | $827K | Buy |
17,385
+9,235
| +113% | +$439K | 0.19% | 48 |
|
2013
Q4 | $401K | Hold |
8,150
| – | – | 0.09% | 66 |
|
2013
Q3 | $381K | Sell |
8,150
-1,500
| -16% | -$70.1K | 0.09% | 65 |
|
2013
Q2 | $486K | Buy |
+9,650
| New | +$486K | 0.12% | 61 |
|