Lipe & Dalton’s Verizon VZ Stock Holding History

Lipe & Dalton’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$709K	Hold	16,383	–	–	0.38%	54
2025 Q1	$743K	Hold	16,383	–	–	0.42%	54
2024 Q4	$655K	Sell	16,383 -700	-4%	-$28K	0.35%	55
2024 Q3	$767K	Hold	17,083	–	–	0.39%	57
2024 Q2	$704K	Hold	17,083	–	–	0.38%	57
2024 Q1	$717K	Hold	17,083	–	–	0.37%	59
2023 Q4	$644K	Sell	17,083 -200	-1%	-$7.54K	0.35%	56
2023 Q3	$560K	Hold	17,283	–	–	0.34%	57
2023 Q2	$643K	Sell	17,283 -1,210	-7%	-$45K	0.37%	56
2023 Q1	$719K	Sell	18,493 -260	-1%	-$10.1K	0.41%	55
2022 Q4	$739K	Sell	18,753 -700	-4%	-$27.6K	0.43%	55
2022 Q3	$739K	Sell	19,453 -431	-2%	-$16.4K	0.46%	54
2022 Q2	$1.01M	Sell	19,884 -476	-2%	-$24.2K	0.59%	46
2022 Q1	$1.04M	Buy	20,360 +180	+0.9%	+$9.17K	0.51%	49
2021 Q4	$1.05M	Buy	20,180 +200	+1%	+$10.4K	0.5%	53
2021 Q3	$1.08M	Buy	19,980 +5,500	+38%	+$297K	0.55%	47
2021 Q2	$811K	Buy	14,480 +1,000	+7%	+$56K	0.42%	54
2021 Q1	$784K	Sell	13,480 -11,131	-45%	-$647K	0.44%	52
2020 Q4	$1.45M	Buy	24,611 +100	+0.4%	+$5.88K	0.89%	37
2020 Q3	$1.46M	Buy	24,511 +300	+1%	+$17.8K	1.01%	37
2020 Q2	$1.34M	Sell	24,211 -400	-2%	-$22.1K	0.97%	36
2020 Q1	$1.32M	Hold	24,611	–	–	1.12%	29
2019 Q4	$1.51M	Hold	24,611	–	–	1%	36
2019 Q3	$1.49M	Sell	24,611 -131	-0.5%	-$7.91K	1.08%	33
2019 Q2	$1.41M	Hold	24,742	–	–	1.01%	37
2019 Q1	$1.46M	Sell	24,742 -20,955	-46%	-$1.24M	1.08%	34
2018 Q4	$2.57M	Sell	45,697 -1,285	-3%	-$72.2K	2.09%	19
2018 Q3	$2.51M	Buy	46,982 +2,930	+7%	+$156K	1.71%	23
2018 Q2	$2.22M	Buy	44,052 +300	+0.7%	+$15.1K	1.63%	25
2018 Q1	$2.09M	Buy	43,752 +1,510	+4%	+$72.2K	1.5%	27
2017 Q4	$2.24M	Buy	42,242 +37,380	+769%	+$1.98M	1.55%	29
2017 Q3	$241K	Hold	4,862	–	–	0.17%	55
2017 Q2	$217K	Hold	4,862	–	–	0.14%	63
2017 Q1	$237K	Sell	4,862 -300	-6%	-$14.6K	0.17%	59
2016 Q4	$276K	Hold	5,162	–	–	0.2%	54
2016 Q3	$268K	Sell	5,162 -561	-10%	-$29.1K	0.18%	65
2016 Q2	$320K	Sell	5,723 -215	-4%	-$12K	0.22%	62
2016 Q1	$321K	Buy	5,938 +48	+0.8%	+$2.6K	0.25%	51
2015 Q4	$272K	Sell	5,890 -338	-5%	-$15.6K	0.22%	53
2015 Q3	$271K	Sell	6,228 -340	-5%	-$14.8K	0.22%	58
2015 Q2	$306K	Sell	6,568 -69	-1%	-$3.22K	0.22%	56
2015 Q1	$323K	Sell	6,637 -906	-12%	-$44.1K	0.22%	52
2014 Q4	$353K	Sell	7,543 -169	-2%	-$7.91K	0.24%	49
2014 Q3	$386K	Sell	7,712 -371	-5%	-$18.6K	0.25%	45
2014 Q2	$396K	Sell	8,083 -1,108	-12%	-$54.3K	0.25%	43
2014 Q1	$446K	Buy	9,191 +3,454	+60%	+$168K	0.3%	41
2013 Q4	$282K	Buy	5,737 +660	+13%	+$32.4K	0.19%	49
2013 Q3	$237K	Sell	5,077 -225	-4%	-$10.5K	0.17%	52
2013 Q2	$267K	Buy	+5,302	New	+$267K	0.22%	43