Lebenthal Global 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 | $472K | Buy |
10,901
+1,011
| +10% | +$43.7K | 0.09% | 135 |
|
|
2025
Q1 | $449K | Sell |
9,890
-325
| -3% | -$14.7K | 0.08% | 142 |
|
|
2024
Q4 | $408K | Sell |
10,215
-551
| -5% | -$22K | 0.07% | 147 |
|
|
2024
Q3 | $484K | Sell |
10,766
-300
| -3% | -$13.5K | 0.1% | 127 |
|
|
2024
Q2 | $456K | Sell |
11,066
-124
| -1% | -$5.11K | 0.1% | 125 |
|
|
2024
Q1 | $470K | Sell |
11,190
-1,003
| -8% | -$42.1K | 0.1% | 123 |
|
|
2023
Q4 | $460K | Sell |
12,193
-993
| -8% | -$37.4K | 0.11% | 122 |
|
|
2023
Q3 | $427K | Sell |
13,186
-1,113
| -8% | -$36.1K | 0.13% | 89 |
|
|
2023
Q2 | $532K | Sell |
14,299
-1,255
| -8% | -$46.7K | 0.15% | 71 |
|
|
2023
Q1 | $605K | Buy |
15,554
+905
| +6% | +$35.2K | 0.19% | 60 |
|
|
2022
Q4 | $577K | Sell |
14,649
-2,751
| -16% | -$108K | 0.19% | 61 |
|
|
2022
Q3 | $660K | Buy |
17,400
+296
| +2% | +$11.2K | 0.3% | 35 |
|
|
2022
Q2 | $867K | Sell |
17,104
-9,860
| -37% | -$500K | 0.42% | 29 |
|
|
2022
Q1 | $1.37M | Sell |
26,964
-1,829
| -6% | -$93.1K | 0.59% | 26 |
|
|
2021
Q4 | $1.5M | Buy |
28,793
+942
| +3% | +$48.9K | 0.6% | 22 |
|
|
2021
Q3 | $1.5M | Buy |
27,851
+240
| +0.9% | +$13K | 0.95% | 18 |
|
|
2021
Q2 | $1.55M | Buy |
27,611
+10,738
| +64% | +$602K | 0.83% | 20 |
|
|
2021
Q1 | $981K | Sell |
16,873
-20
| -0.1% | -$1.16K | 0.6% | 20 |
|
|
2020
Q4 | $992K | Buy |
+16,893
| New | +$992K | 0.7% | 12 |
|