Luts & Greenleigh Group’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Sell
5,770
-311
-5% -$13.5K 0.24% 71
2025
Q1
$276K Sell
6,081
-188
-3% -$8.53K 0.27% 62
2024
Q4
$251K Buy
6,269
+356
+6% +$14.2K 0.25% 70
2024
Q3
$266K Buy
5,913
+560
+10% +$25.2K 0.26% 65
2024
Q2
$221K Buy
+5,353
New +$221K 0.23% 71
2023
Q4
$213K Buy
+5,655
New +$213K 0.27% 58
2023
Q3
Sell
-7,689
Closed -$286K 67
2023
Q2
$286K Sell
7,689
-144
-2% -$5.36K 0.35% 48
2023
Q1
$305K Buy
7,833
+123
+2% +$4.78K 0.39% 46
2022
Q4
$304K Buy
+7,710
New +$304K 0.38% 45