MAM
McLean Asset Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Sell |
8,328
-308
| -4% | -$13.4K | 0.1% | 107 |
|
|
2025
Q1 | $364K | Sell |
8,636
-752
| -8% | -$31.7K | 0.12% | 89 |
|
|
2024
Q4 | $375K | Buy |
9,388
+1,288
| +16% | +$51.5K | 0.11% | 94 |
|
|
2024
Q3 | $358K | Buy |
8,100
+123
| +2% | +$5.43K | 0.11% | 94 |
|
|
2024
Q2 | $328K | Buy |
7,977
+994
| +14% | +$40.8K | 0.11% | 96 |
|
|
2024
Q1 | $285K | Buy |
6,983
+115
| +2% | +$4.7K | 0.1% | 115 |
|
|
2023
Q4 | $276K | Sell |
6,868
-305
| -4% | -$12.3K | 0.1% | 107 |
|
|
2023
Q3 | $228K | Buy |
7,173
+100
| +1% | +$3.18K | 0.09% | 119 |
|
|
2023
Q2 | $263K | Sell |
7,073
-70
| -1% | -$2.6K | 0.1% | 105 |
|
|
2023
Q1 | $278K | Sell |
7,143
-602
| -8% | -$23.4K | 0.11% | 98 |
|
|
2022
Q4 | $305K | Buy |
7,745
+442
| +6% | +$17.4K | 0.1% | 95 |
|
|
2022
Q3 | $269K | Sell |
7,303
-373
| -5% | -$13.7K | 0.1% | 93 |
|
|
2022
Q2 | $395K | Sell |
7,676
-380
| -5% | -$19.6K | 0.16% | 70 |
|
|
2022
Q1 | $410K | Buy |
8,056
+337
| +4% | +$17.2K | 0.3% | 59 |
|
|
2021
Q4 | $413K | Sell |
7,719
-720
| -9% | -$38.5K | 0.16% | 69 |
|
|
2021
Q3 | $448K | Buy |
8,439
+3,387
| +67% | +$180K | 0.17% | 63 |
|
|
2021
Q2 | $285K | Sell |
5,052
-116
| -2% | -$6.54K | 0.13% | 82 |
|
|
2021
Q1 | $291K | Buy |
+5,168
| New | +$291K | 0.23% | 73 |
|