MSA
Marino Stram & Associates’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Buy |
58,601
+4,977
| +9% | +$215K | 0.51% | 33 |
|
|
2025
Q1 | $2.43M | Buy |
53,624
+386
| +0.7% | +$17.5K | 0.54% | 36 |
|
|
2024
Q4 | $2.13M | Buy |
53,238
+23
| +0% | +$920 | 0.47% | 40 |
|
|
2024
Q3 | $2.39M | Buy |
53,215
+2,403
| +5% | +$108K | 0.53% | 36 |
|
|
2024
Q2 | $2.1M | Sell |
50,812
-363
| -0.7% | -$15K | 0.51% | 38 |
|
|
2024
Q1 | $2.15M | Sell |
51,175
-2,052
| -4% | -$86.1K | 0.51% | 37 |
|
|
2023
Q4 | $2.01M | Buy |
53,227
+190
| +0.4% | +$7.16K | 0.52% | 33 |
|
|
2023
Q3 | $1.72M | Sell |
53,037
-1,386
| -3% | -$44.9K | 0.5% | 36 |
|
|
2023
Q2 | $2.03M | Sell |
54,423
-3,371
| -6% | -$126K | 0.57% | 33 |
|
|
2023
Q1 | $2.25M | Buy |
57,794
+7,705
| +15% | +$300K | 0.68% | 27 |
|
|
2022
Q4 | $1.97M | Sell |
50,089
-9,534
| -16% | -$376K | 0.62% | 29 |
|
|
2022
Q3 | $2.26M | Buy |
59,623
+803
| +1% | +$30.5K | 0.82% | 21 |
|
|
2022
Q2 | $2.99M | Buy |
58,820
+268
| +0.5% | +$13.6K | 1.04% | 17 |
|
|
2022
Q1 | $2.98M | Buy |
58,552
+72
| +0.1% | +$3.67K | 0.94% | 17 |
|
|
2021
Q4 | $3.04M | Buy |
58,480
+1,063
| +2% | +$55.2K | 0.93% | 18 |
|
|
2021
Q3 | $3.1M | Buy |
57,417
+15,368
| +37% | +$830K | 1.07% | 15 |
|
|
2021
Q2 | $2.36M | Sell |
42,049
-10,982
| -21% | -$615K | 0.62% | 47 |
|
|
2021
Q1 | $3.08M | Buy |
53,031
+1,219
| +2% | +$70.9K | 1.21% | 14 |
|
|
2020
Q4 | $3.04M | Buy |
51,812
+1,255
| +2% | +$73.7K | 1.35% | 13 |
|
|
2020
Q3 | $3.01M | Buy |
50,557
+968
| +2% | +$57.6K | 1.61% | 12 |
|
|
2020
Q2 | $2.73M | Buy |
49,589
+2,129
| +4% | +$117K | 1.63% | 12 |
|
|
2020
Q1 | $2.55M | Buy |
47,460
+1,999
| +4% | +$107K | 1.97% | 11 |
|
|
2019
Q4 | $2.79M | Sell |
45,461
-8,194
| -15% | -$503K | 1.83% | 13 |
|
|
2019
Q3 | $3.24M | Buy |
53,655
+9,868
| +23% | +$596K | 2.29% | 10 |
|
|
2019
Q2 | $2.5M | Buy |
43,787
+2,363
| +6% | +$135K | 1.83% | 11 |
|
|
2019
Q1 | $2.45M | Buy |
41,424
+3,160
| +8% | +$187K | 1.77% | 11 |
|
|
2018
Q4 | $2.15M | Sell |
38,264
-218
| -0.6% | -$12.3K | 1.88% | 11 |
|
|
2018
Q3 | $2.06M | Buy |
38,482
+462
| +1% | +$24.7K | 1.65% | 11 |
|
|
2018
Q2 | $1.91M | Sell |
38,020
-285
| -0.7% | -$14.3K | 1.7% | 10 |
|
|
2018
Q1 | $1.83M | Sell |
38,305
-209
| -0.5% | -$10K | 1.7% | 10 |
|
|
2017
Q4 | $2.04M | Buy |
+38,514
| New | +$2.04M | 1.88% | 9 |
|