LBMC Investment 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 | $243K | Hold |
5,606
| – | – | 0.02% | 192 |
|
|
2025
Q1 | $254K | Hold |
5,606
| – | – | 0.02% | 178 |
|
|
2024
Q4 | $224K | Buy |
5,606
+416
| +8% | +$16.6K | 0.02% | 182 |
|
|
2024
Q3 | $233K | Sell |
5,190
-484
| -9% | -$21.7K | 0.02% | 177 |
|
|
2024
Q2 | $234K | Sell |
5,674
-148
| -3% | -$6.1K | 0.02% | 168 |
|
|
2024
Q1 | $244K | Sell |
5,822
-1,232
| -17% | -$51.7K | 0.02% | 159 |
|
|
2023
Q4 | $266K | Sell |
7,054
-919
| -12% | -$34.6K | 0.03% | 134 |
|
|
2023
Q3 | $255K | Buy |
7,973
+398
| +5% | +$12.7K | 0.03% | 130 |
|
|
2023
Q2 | $282K | Buy |
7,575
+39
| +0.5% | +$1.45K | 0.03% | 124 |
|
|
2023
Q1 | $293K | Buy |
7,536
+35
| +0.5% | +$1.36K | 0.03% | 124 |
|
|
2022
Q4 | $296K | Buy |
7,501
+6
| +0.1% | +$236 | 0.03% | 121 |
|
|
2022
Q3 | $285K | Sell |
7,495
-6
| -0.1% | -$228 | 0.03% | 116 |
|
|
2022
Q2 | $381K | Sell |
7,501
-746
| -9% | -$37.9K | 0.04% | 97 |
|
|
2022
Q1 | $420K | Sell |
8,247
-641
| -7% | -$32.6K | 0.04% | 101 |
|
|
2021
Q4 | $462K | Sell |
8,888
-51
| -0.6% | -$2.65K | 0.04% | 103 |
|
|
2021
Q3 | $480 | Buy |
8,939
+69
| +0.8% | +$4 | 0.04% | 89 |
|
|
2021
Q2 | $497K | Buy |
8,870
+1,962
| +28% | +$110K | 0.05% | 92 |
|
|
2021
Q1 | $402K | Sell |
6,908
-50
| -0.7% | -$2.91K | 0.04% | 94 |
|
|
2020
Q4 | $409K | Buy |
6,958
+380
| +6% | +$22.3K | 0.05% | 83 |
|
|
2020
Q3 | $391K | Sell |
6,578
-134
| -2% | -$7.97K | 0.05% | 79 |
|
|
2020
Q2 | $370K | Buy |
6,712
+166
| +3% | +$9.15K | 0.06% | 71 |
|
|
2020
Q1 | $352K | Buy |
6,546
+258
| +4% | +$13.9K | 0.07% | 62 |
|
|
2019
Q4 | $386K | Sell |
6,288
-5,196
| -45% | -$319K | 0.05% | 67 |
|
|
2019
Q3 | $693K | Buy |
11,484
+38
| +0.3% | +$2.29K | 0.11% | 47 |
|
|
2019
Q2 | $654K | Buy |
11,446
+771
| +7% | +$44.1K | 0.1% | 48 |
|
|
2019
Q1 | $631K | Sell |
10,675
-1,899
| -15% | -$112K | 0.1% | 49 |
|
|
2018
Q4 | $707K | Buy |
12,574
+1,616
| +15% | +$90.9K | 0.13% | 39 |
|
|
2018
Q3 | $585K | Buy |
10,958
+4
| +0% | +$214 | 0.09% | 55 |
|
|
2018
Q2 | $551K | Sell |
10,954
-1,897
| -15% | -$95.4K | 0.09% | 54 |
|
|
2018
Q1 | $615K | Buy |
12,851
+50
| +0.4% | +$2.39K | 0.11% | 43 |
|
|
2017
Q4 | $678K | Buy |
12,801
+725
| +6% | +$38.4K | 0.11% | 41 |
|
|
2017
Q3 | $598K | Buy |
12,076
+524
| +5% | +$25.9K | 0.1% | 43 |
|
|
2017
Q2 | $516K | Sell |
11,552
-64
| -0.6% | -$2.86K | 0.09% | 46 |
|
|
2017
Q1 | $566K | Buy |
11,616
+183
| +2% | +$8.92K | 0.1% | 46 |
|
|
2016
Q4 | $610K | Sell |
11,433
-6,165
| -35% | -$329K | 0.11% | 41 |
|
|
2016
Q3 | $915K | Buy |
17,598
+11,188
| +175% | +$582K | 0.18% | 32 |
|
|
2016
Q2 | $358K | Buy |
6,410
+572
| +10% | +$31.9K | 0.07% | 52 |
|
|
2016
Q1 | $316K | Buy |
5,838
+53
| +0.9% | +$2.87K | 0.07% | 58 |
|
|
2015
Q4 | $267K | Buy |
5,785
+862
| +18% | +$39.8K | 0.06% | 56 |
|
|
2015
Q3 | $214K | Buy |
4,923
+61
| +1% | +$2.65K | 0.05% | 58 |
|
|
2015
Q2 | $227K | Buy |
4,862
+48
| +1% | +$2.24K | 0.05% | 55 |
|
|
2015
Q1 | $234K | Buy |
+4,814
| New | +$234K | 0.05% | 54 |
|
|
2014
Q4 | – | Sell |
-4,299
| Closed | -$215K | – | 62 |
|
|
2014
Q3 | $215K | Buy |
+4,299
| New | +$215K | 0.05% | 52 |
|