Lakeside Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $224K | Sell |
5,186
-499
| -9% | -$21.6K | 0.14% | 60 |
|
2025
Q1 | $258K | Buy |
5,685
+200
| +4% | +$9.07K | 0.17% | 57 |
|
2024
Q4 | $219K | Buy |
5,485
+676
| +14% | +$27K | 0.15% | 61 |
|
2024
Q3 | $216K | Buy |
+4,809
| New | +$216K | 0.14% | 62 |
|
2024
Q2 | – | Sell |
-4,909
| Closed | -$206K | – | 65 |
|
2024
Q1 | $206K | Buy |
+4,909
| New | +$206K | 0.13% | 60 |
|