Lake Street Private Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.51M | Buy |
127,276
+8,734
| +7% | +$378K | 0.78% | 40 |
|
|
2025
Q1 | $5.38M | Buy |
118,542
+26,359
| +29% | +$1.2M | 0.88% | 32 |
|
|
2024
Q4 | $3.69M | Sell |
92,183
-27,662
| -23% | -$1.11M | 0.59% | 51 |
|
|
2024
Q3 | $5.38M | Sell |
119,845
-444
| -0.4% | -$19.9K | 0.86% | 31 |
|
|
2024
Q2 | $4.96M | Buy |
120,289
+3,475
| +3% | +$143K | 0.64% | 35 |
|
|
2024
Q1 | $4.9M | Buy |
116,814
+27,782
| +31% | +$1.17M | 0.68% | 36 |
|
|
2023
Q4 | $3.36M | Sell |
89,032
-14,469
| -14% | -$545K | 0.53% | 50 |
|
|
2023
Q3 | $3.37M | Sell |
103,501
-21,887
| -17% | -$712K | 0.61% | 44 |
|
|
2023
Q2 | $4.66M | Sell |
125,388
-12,456
| -9% | -$463K | 0.82% | 28 |
|
|
2023
Q1 | $5.36M | Buy |
137,844
+29,021
| +27% | +$1.13M | 1% | 23 |
|
|
2022
Q4 | $4.29M | Sell |
108,823
-40,756
| -27% | -$1.61M | 0.89% | 27 |
|
|
2022
Q3 | $5.68M | Buy |
149,579
+4,153
| +3% | +$158K | 1.3% | 14 |
|
|
2022
Q2 | $7.38M | Buy |
145,426
+11,306
| +8% | +$574K | 1.55% | 11 |
|
|
2022
Q1 | $6.83M | Buy |
134,120
+32,902
| +33% | +$1.68M | 1.23% | 12 |
|
|
2021
Q4 | $5.26M | Buy |
101,218
+14,437
| +17% | +$750K | 0.92% | 23 |
|
|
2021
Q3 | $4.69M | Buy |
86,781
+4,860
| +6% | +$262K | 1.14% | 18 |
|
|
2021
Q2 | $4.61M | Buy |
81,921
+2,808
| +4% | +$158K | 1.17% | 20 |
|
|
2021
Q1 | $4.6M | Buy |
79,113
+2,960
| +4% | +$172K | 1.27% | 19 |
|
|
2020
Q4 | $4.47M | Buy |
76,153
+979
| +1% | +$57.5K | 1.29% | 17 |
|
|
2020
Q3 | $4.47M | Sell |
75,174
-619
| -0.8% | -$36.8K | 1.5% | 15 |
|
|
2020
Q2 | $4.18M | Buy |
75,793
+2,651
| +4% | +$146K | 1.55% | 14 |
|
|
2020
Q1 | $3.93M | Buy |
73,142
+4,676
| +7% | +$251K | 1.79% | 12 |
|
|
2019
Q4 | $4.2M | Buy |
68,466
+4,414
| +7% | +$271K | 1.61% | 10 |
|
|
2019
Q3 | $3.87M | Buy |
64,052
+1,983
| +3% | +$120K | 1.76% | 10 |
|
|
2019
Q2 | $3.55M | Sell |
62,069
-9,964
| -14% | -$569K | 2.09% | 8 |
|
|
2019
Q1 | $4.26M | Buy |
+72,033
| New | +$4.26M | 2.93% | 5 |
|