Latitude 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
$585K Buy
13,512
+67
+0.5% +$2.9K 0.29% 80
2025
Q1
$610K Sell
13,445
-1,631
-11% -$74K 0.35% 71
2024
Q4
$603K Sell
15,076
-20
-0.1% -$800 0.34% 71
2024
Q3
$678K Sell
15,096
-914
-6% -$41K 0.38% 65
2024
Q2
$660K Buy
16,010
+404
+3% +$16.7K 0.4% 54
2024
Q1
$655K Buy
15,606
+818
+6% +$34.3K 0.41% 54
2023
Q4
$558K Sell
14,788
-282
-2% -$10.6K 0.39% 65
2023
Q3
$488K Sell
15,070
-741
-5% -$24K 0.35% 68
2023
Q2
$588K Buy
15,811
+1,852
+13% +$68.9K 0.41% 54
2023
Q1
$543K Buy
13,959
+1,022
+8% +$39.7K 0.39% 57
2022
Q4
$510K Sell
12,937
-1,022
-7% -$40.3K 0.38% 54
2022
Q3
$530K Sell
13,959
-492
-3% -$18.7K 0.44% 43
2022
Q2
$733K Sell
14,451
-24,982
-63% -$1.27M 0.67% 31
2022
Q1
$2.01M Buy
39,433
+16,519
+72% +$842K 0.45% 38
2021
Q4
$1.19M Sell
22,914
-1,978
-8% -$103K 0.33% 57
2021
Q3
$1.34M Buy
24,892
+12,675
+104% +$684K 0.43% 42
2021
Q2
$685K Buy
12,217
+435
+4% +$24.4K 0.51% 39
2021
Q1
$685K Buy
11,782
+414
+4% +$24.1K 0.56% 40
2020
Q4
$668K Buy
+11,368
New +$668K 0.59% 43