LA
Legacy Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-45,913
| Closed | -$2.08M | – | 406 |
|
|
2025
Q1 | $2.08M | Buy |
45,913
+11,360
| +33% | +$515K | 0.21% | 86 |
|
|
2024
Q4 | $1.38M | Sell |
34,553
-228
| -0.7% | -$9.12K | 0.13% | 116 |
|
|
2024
Q3 | $1.56M | Buy |
34,781
+15,679
| +82% | +$704K | 0.17% | 102 |
|
|
2024
Q2 | $788K | Buy |
19,102
+488
| +3% | +$20.1K | 0.1% | 156 |
|
|
2024
Q1 | $781K | Sell |
18,614
-1,076
| -5% | -$45.1K | 0.1% | 165 |
|
|
2023
Q4 | $742K | Sell |
19,690
-3,177
| -14% | -$120K | 0.1% | 159 |
|
|
2023
Q3 | $741K | Buy |
22,867
+7,904
| +53% | +$256K | 0.12% | 144 |
|
|
2023
Q2 | $556K | Buy |
14,963
+247
| +2% | +$9.19K | 0.08% | 164 |
|
|
2023
Q1 | $572K | Buy |
14,716
+4,425
| +43% | +$172K | 0.11% | 139 |
|
|
2022
Q4 | $405K | Buy |
10,291
+572
| +6% | +$22.5K | 0.07% | 163 |
|
|
2022
Q3 | $369K | Sell |
9,719
-861
| -8% | -$32.7K | 0.08% | 154 |
|
|
2022
Q2 | $537K | Sell |
10,580
-1,225
| -10% | -$62.2K | 0.11% | 115 |
|
|
2022
Q1 | $601K | Buy |
11,805
+4,191
| +55% | +$213K | 0.12% | 110 |
|
|
2021
Q4 | $396K | Sell |
7,614
-809
| -10% | -$42.1K | 0.15% | 84 |
|
|
2021
Q3 | $455K | Buy |
8,423
+685
| +9% | +$37K | 0.18% | 75 |
|
|
2021
Q2 | $434K | Buy |
7,738
+929
| +14% | +$52.1K | 0.18% | 75 |
|
|
2021
Q1 | $396K | Buy |
6,809
+400
| +6% | +$23.3K | 0.17% | 77 |
|
|
2020
Q4 | $377K | Sell |
6,409
-1,027
| -14% | -$60.4K | 0.21% | 73 |
|
|
2020
Q3 | $442K | Buy |
7,436
+262
| +4% | +$15.6K | 0.29% | 58 |
|
|
2020
Q2 | $396K | Buy |
7,174
+940
| +15% | +$51.9K | 0.31% | 59 |
|
|
2020
Q1 | $335K | Sell |
6,234
-342
| -5% | -$18.4K | 0.34% | 64 |
|
|
2019
Q4 | $404K | Buy |
6,576
+32
| +0.5% | +$1.97K | 0.26% | 79 |
|
|
2019
Q3 | $395K | Buy |
6,544
+310
| +5% | +$18.7K | 0.3% | 68 |
|
|
2019
Q2 | $356K | Sell |
6,234
-7,634
| -55% | -$436K | 0.24% | 76 |
|
|
2019
Q1 | $820K | Buy |
13,868
+6,673
| +93% | +$395K | 0.27% | 75 |
|
|
2018
Q4 | $405K | Sell |
7,195
-2,354
| -25% | -$133K | 0.31% | 71 |
|
|
2018
Q3 | $510K | Buy |
9,549
+3,992
| +72% | +$213K | 0.25% | 90 |
|
|
2018
Q2 | $280K | Buy |
5,557
+2,067
| +59% | +$104K | 0.21% | 78 |
|
|
2018
Q1 | $166K | Buy |
3,490
+19
| +0.5% | +$904 | 0.12% | 87 |
|
|
2017
Q4 | $183K | Buy |
3,471
+520
| +18% | +$27.4K | 0.18% | 59 |
|
|
2017
Q3 | $146K | Sell |
2,951
-14
| -0.5% | -$693 | 0.16% | 61 |
|
|
2017
Q2 | $132K | Buy |
2,965
+450
| +18% | +$20K | 0.17% | 63 |
|
|
2017
Q1 | $122K | Hold |
2,515
| – | – | 0.16% | 59 |
|
|
2016
Q4 | $134K | Buy |
+2,515
| New | +$134K | 0.18% | 57 |
|