LA
LVW Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Buy |
49,956
+8,028
| +19% | +$347K | 0.24% | 58 |
|
|
2025
Q1 | $1.9M | Sell |
41,928
-3,503
| -8% | -$159K | 0.23% | 59 |
|
|
2024
Q4 | $1.82M | Sell |
45,431
-2,362
| -5% | -$94.5K | 0.22% | 66 |
|
|
2024
Q3 | $2.15M | Buy |
47,793
+4,244
| +10% | +$191K | 0.27% | 58 |
|
|
2024
Q2 | $1.8M | Sell |
43,549
-1,869
| -4% | -$77.1K | 0.26% | 56 |
|
|
2024
Q1 | $1.91M | Buy |
45,418
+9,295
| +26% | +$390K | 0.32% | 52 |
|
|
2023
Q4 | $1.36M | Buy |
36,123
+15,040
| +71% | +$567K | 0.26% | 64 |
|
|
2023
Q3 | $683K | Sell |
21,083
-52,861
| -71% | -$1.71M | 0.14% | 93 |
|
|
2023
Q2 | $2.75M | Sell |
73,944
-21,465
| -22% | -$798K | 0.53% | 47 |
|
|
2023
Q1 | $3.71M | Buy |
95,409
+11,510
| +14% | +$448K | 0.73% | 33 |
|
|
2022
Q4 | $3.31M | Sell |
83,899
-3,312
| -4% | -$130K | 0.67% | 41 |
|
|
2022
Q3 | $3.31M | Sell |
87,211
-747
| -0.8% | -$28.4K | 0.74% | 36 |
|
|
2022
Q2 | $4.46M | Buy |
87,958
+3,184
| +4% | +$162K | 0.91% | 25 |
|
|
2022
Q1 | $4.32M | Buy |
84,774
+8,055
| +10% | +$410K | 0.73% | 33 |
|
|
2021
Q4 | $3.99M | Sell |
76,719
-10,158
| -12% | -$528K | 0.68% | 37 |
|
|
2021
Q3 | $4.69M | Buy |
86,877
+89
| +0.1% | +$4.81K | 0.81% | 32 |
|
|
2021
Q2 | $4.86M | Buy |
86,788
+2,458
| +3% | +$138K | 0.86% | 28 |
|
|
2021
Q1 | $4.9M | Buy |
84,330
+8,389
| +11% | +$488K | 0.94% | 24 |
|
|
2020
Q4 | $4.46M | Buy |
75,941
+3,102
| +4% | +$182K | 0.9% | 29 |
|
|
2020
Q3 | $4.33M | Sell |
72,839
-59
| -0.1% | -$3.51K | 0.95% | 21 |
|
|
2020
Q2 | $4.02M | Buy |
72,898
+948
| +1% | +$52.3K | 0.97% | 27 |
|
|
2020
Q1 | $3.87M | Buy |
71,950
+16,028
| +29% | +$861K | 1.03% | 22 |
|
|
2019
Q4 | $3.43M | Sell |
55,922
-1,201
| -2% | -$73.8K | 0.78% | 33 |
|
|
2019
Q3 | $3.45M | Sell |
57,123
-432
| -0.8% | -$26.1K | 0.85% | 28 |
|
|
2019
Q2 | $3.29M | Sell |
57,555
-6,283
| -10% | -$359K | 0.91% | 31 |
|
|
2019
Q1 | $3.78M | Buy |
63,838
+1,100
| +2% | +$65K | 1.01% | 25 |
|
|
2018
Q4 | $3.53M | Sell |
62,738
-13,692
| -18% | -$770K | 1.19% | 20 |
|
|
2018
Q3 | $4.08M | Buy |
76,430
+229
| +0.3% | +$12.2K | 1.15% | 19 |
|
|
2018
Q2 | $3.83M | Buy |
76,201
+2,559
| +3% | +$129K | 1.22% | 18 |
|
|
2018
Q1 | $3.52M | Sell |
73,642
-2,733
| -4% | -$131K | 1.09% | 21 |
|
|
2017
Q4 | $4.04M | Buy |
76,375
+5,314
| +7% | +$281K | 1.18% | 19 |
|
|
2017
Q3 | $3.52M | Buy |
71,061
+14,095
| +25% | +$698K | 1.4% | 15 |
|
|
2017
Q2 | $2.54M | Buy |
56,966
+222
| +0.4% | +$9.91K | 0.9% | 30 |
|
|
2017
Q1 | $2.77M | Sell |
56,744
-514
| -0.9% | -$25.1K | 0.99% | 26 |
|
|
2016
Q4 | $3.06M | Buy |
57,258
+964
| +2% | +$51.5K | 1.07% | 21 |
|
|
2016
Q3 | $2.93M | Buy |
56,294
+4,137
| +8% | +$215K | 0.96% | 24 |
|
|
2016
Q2 | $2.91M | Sell |
52,157
-8,618
| -14% | -$481K | 1.09% | 17 |
|
|
2016
Q1 | $3.29M | Buy |
60,775
+16,630
| +38% | +$899K | 1.05% | 19 |
|
|
2015
Q4 | $2.04M | Sell |
44,145
-249
| -0.6% | -$11.5K | 0.8% | 35 |
|
|
2015
Q3 | $1.93M | Buy |
44,394
+3,650
| +9% | +$159K | 0.89% | 34 |
|
|
2015
Q2 | $1.9M | Sell |
40,744
-486
| -1% | -$22.7K | 0.81% | 35 |
|
|
2015
Q1 | $2.01M | Buy |
41,230
+17,022
| +70% | +$828K | 0.95% | 32 |
|
|
2014
Q4 | $1.13M | Buy |
+24,208
| New | +$1.13M | 0.62% | 39 |
|