Montag & Associates’s Verizon VZ Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.16M	Sell	26,758 -1,562	-6%	-$67.6K	0.06%	213
2025 Q1	$1.28M	Sell	28,320 -21,497	-43%	-$975K	0.06%	212
2024 Q4	$1.99M	Sell	49,817 -13,975	-22%	-$559K	0.09%	171
2024 Q3	$2.86M	Sell	63,792 -3,053	-5%	-$137K	0.14%	149
2024 Q2	$2.76M	Buy	66,845 +1,194	+2%	+$49.2K	0.14%	136
2024 Q1	$2.75M	Sell	65,651 -8,886	-12%	-$373K	0.14%	145
2023 Q4	$2.81M	Sell	74,537 -5,293	-7%	-$200K	0.16%	133
2023 Q3	$2.59M	Buy	79,830 +25,957	+48%	+$841K	0.16%	129
2023 Q2	$2M	Buy	53,873 +579	+1%	+$21.5K	0.12%	153
2023 Q1	$2.07M	Sell	53,294 -1,755	-3%	-$68.3K	0.14%	141
2022 Q4	$2.17M	Sell	55,049 -13,077	-19%	-$515K	0.15%	133
2022 Q3	$2.59M	Sell	68,126 -50,236	-42%	-$1.91M	0.18%	119
2022 Q2	$6.01M	Sell	118,362 -1,532	-1%	-$77.8K	0.39%	69
2022 Q1	$6.11M	Buy	119,894 +33,240	+38%	+$1.69M	0.32%	87
2021 Q4	$4.5M	Sell	86,654 -9,339	-10%	-$485K	0.22%	115
2021 Q3	$5.19M	Buy	95,993 +10,116	+12%	+$546K	0.28%	98
2021 Q2	$4.81M	Buy	85,877 +601	+0.7%	+$33.7K	0.26%	104
2021 Q1	$4.96M	Buy	85,276 +18,785	+28%	+$1.09M	0.28%	103
2020 Q4	$3.91M	Buy	66,491 +1,601	+2%	+$94.1K	0.24%	103
2020 Q3	$3.86M	Sell	64,890 -542	-0.8%	-$32.2K	0.31%	86
2020 Q2	$3.61M	Sell	65,432 -8,112	-11%	-$447K	0.32%	87
2020 Q1	$3.95M	Sell	73,544 -141,923	-66%	-$7.63M	0.39%	72
2019 Q4	$13.2M	Buy	215,467 +2,682	+1%	+$165K	1.06%	21
2019 Q3	$12.8M	Buy	212,785 +45,481	+27%	+$2.75M	1.12%	21
2019 Q2	$9.56M	Buy	167,304 +19,354	+13%	+$1.11M	0.85%	30
2019 Q1	$8.75M	Sell	147,950 -6,324	-4%	-$374K	0.81%	29
2018 Q4	$8.67M	Buy	154,274 +149,632	+3,223%	+$8.41M	0.93%	28
2018 Q3	$248K	Buy	+4,642	New	+$248K	0.02%	293