Lee, Danner & Bass’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
5,972
-809
| -12% | -$35K | 0.02% | 201 |
|
|
2025
Q1 | $308K | Sell |
6,781
-209
| -3% | -$9.48K | 0.02% | 193 |
|
|
2024
Q4 | $280K | Sell |
6,990
-1,145
| -14% | -$45.8K | 0.02% | 204 |
|
|
2024
Q3 | $365K | Sell |
8,135
-1,257
| -13% | -$56.4K | 0.03% | 188 |
|
|
2024
Q2 | $387K | Buy |
+9,392
| New | +$387K | 0.03% | 179 |
|
|
2023
Q4 | $356K | Sell |
9,431
-4,511
| -32% | -$170K | 0.03% | 175 |
|
|
2023
Q3 | $452K | Sell |
13,942
-40,270
| -74% | -$1.31M | 0.04% | 161 |
|
|
2023
Q2 | $2.02M | Sell |
54,212
-836
| -2% | -$31.1K | 0.17% | 97 |
|
|
2023
Q1 | $2.14M | Buy |
55,048
+492
| +0.9% | +$19.1K | 0.2% | 95 |
|
|
2022
Q4 | $2.15M | Sell |
54,556
-6,862
| -11% | -$270K | 0.2% | 97 |
|
|
2022
Q3 | $2.33M | Sell |
61,418
-130
| -0.2% | -$4.94K | 0.25% | 84 |
|
|
2022
Q2 | $3.12M | Sell |
61,548
-9
| -0% | -$457 | 0.32% | 71 |
|
|
2022
Q1 | $3.14M | Sell |
61,557
-3,720
| -6% | -$190K | 0.27% | 78 |
|
|
2021
Q4 | $3.39M | Sell |
65,277
-2,018
| -3% | -$105K | 0.29% | 76 |
|
|
2021
Q3 | $3.64M | Sell |
67,295
-6,525
| -9% | -$352K | 0.34% | 73 |
|
|
2021
Q2 | $4.14M | Sell |
73,820
-8,660
| -10% | -$485K | 0.37% | 67 |
|
|
2021
Q1 | $4.8M | Buy |
82,480
+7,771
| +10% | +$452K | 0.46% | 56 |
|
|
2020
Q4 | $4.39M | Buy |
74,709
+7,273
| +11% | +$427K | 0.47% | 56 |
|
|
2020
Q3 | $4.01M | Buy |
67,436
+15,223
| +29% | +$906K | 0.48% | 55 |
|
|
2020
Q2 | $2.88M | Buy |
52,213
+10,301
| +25% | +$568K | 0.37% | 66 |
|
|
2020
Q1 | $2.25M | Buy |
41,912
+1,540
| +4% | +$82.7K | 0.32% | 68 |
|
|
2019
Q4 | $2.48M | Sell |
40,372
-2,714
| -6% | -$167K | 0.26% | 84 |
|
|
2019
Q3 | $2.6M | Sell |
43,086
-475
| -1% | -$28.7K | 0.28% | 71 |
|
|
2019
Q2 | $2.49M | Sell |
43,561
-2,671
| -6% | -$153K | 0.26% | 74 |
|
|
2019
Q1 | $2.73M | Sell |
46,232
-1,378
| -3% | -$81.5K | 0.3% | 67 |
|
|
2018
Q4 | $2.68M | Sell |
47,610
-1,162
| -2% | -$65.3K | 0.32% | 70 |
|
|
2018
Q3 | $2.6M | Sell |
48,772
-6,114
| -11% | -$326K | 0.26% | 78 |
|
|
2018
Q2 | $2.76M | Sell |
54,886
-6,798
| -11% | -$342K | 0.29% | 73 |
|
|
2018
Q1 | $2.95M | Sell |
61,684
-4,704
| -7% | -$225K | 0.31% | 75 |
|
|
2017
Q4 | $3.51M | Buy |
66,388
+210
| +0.3% | +$11.1K | 0.36% | 68 |
|
|
2017
Q3 | $3.28M | Sell |
66,178
-15,718
| -19% | -$778K | 0.35% | 67 |
|
|
2017
Q2 | $3.66M | Sell |
81,896
-47,438
| -37% | -$2.12M | 0.41% | 61 |
|
|
2017
Q1 | $6.31M | Sell |
129,334
-10,689
| -8% | -$521K | 0.71% | 37 |
|
|
2016
Q4 | $7.47M | Sell |
140,023
-5,368
| -4% | -$287K | 0.88% | 33 |
|
|
2016
Q3 | $7.56M | Sell |
145,391
-2,248
| -2% | -$117K | 0.92% | 31 |
|
|
2016
Q2 | $8.24M | Buy |
147,639
+162
| +0.1% | +$9.05K | 1% | 28 |
|
|
2016
Q1 | $7.44M | Sell |
147,477
-2,954
| -2% | -$149K | 0.91% | 30 |
|
|
2015
Q4 | $6.95M | Sell |
150,431
-18,269
| -11% | -$844K | 0.91% | 30 |
|
|
2015
Q3 | $7.34M | Buy |
168,700
+1,634
| +1% | +$71.1K | 0.98% | 27 |
|
|
2015
Q2 | $7.79M | Buy |
167,066
+3,157
| +2% | +$147K | 0.93% | 26 |
|
|
2015
Q1 | $7.97M | Buy |
163,909
+9,634
| +6% | +$469K | 0.94% | 28 |
|
|
2014
Q4 | $7.22M | Buy |
154,275
+10,563
| +7% | +$494K | 0.86% | 34 |
|
|
2014
Q3 | $7.18M | Buy |
143,712
+93
| +0.1% | +$4.65K | 0.89% | 31 |
|
|
2014
Q2 | $7.03M | Buy |
143,619
+202
| +0.1% | +$9.88K | 0.86% | 33 |
|
|
2014
Q1 | $6.82M | Buy |
143,417
+81,200
| +131% | +$3.86M | 0.89% | 32 |
|
|
2013
Q4 | $3.06M | Sell |
62,217
-1,833
| -3% | -$90.1K | 0.41% | 56 |
|
|
2013
Q3 | $2.99M | Buy |
64,050
+2,961
| +5% | +$138K | 0.42% | 54 |
|
|
2013
Q2 | $3.08M | Buy |
+61,089
| New | +$3.08M | 0.45% | 52 |
|