Optas LLC’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Sell |
14,642
-15,562
| -52% | -$673K | 0.12% | 104 |
|
|
2025
Q1 | $1.37M | Buy |
30,204
+15,334
| +103% | +$696K | 0.24% | 51 |
|
|
2024
Q4 | $595K | Buy |
14,870
+1,238
| +9% | +$49.5K | 0.13% | 96 |
|
|
2024
Q3 | $612K | Buy |
13,632
+1,754
| +15% | +$78.8K | 0.14% | 90 |
|
|
2024
Q2 | $490K | Buy |
11,878
+641
| +6% | +$26.4K | 0.13% | 87 |
|
|
2024
Q1 | $472K | Buy |
11,237
+1,053
| +10% | +$44.2K | 0.13% | 95 |
|
|
2023
Q4 | $384K | Buy |
10,184
+3,658
| +56% | +$138K | 0.12% | 106 |
|
|
2023
Q3 | $212K | Buy |
+6,526
| New | +$212K | 0.07% | 161 |
|
|
2023
Q2 | – | Sell |
-5,673
| Closed | -$221K | – | 171 |
|
|
2023
Q1 | $221K | Buy |
5,673
+308
| +6% | +$12K | 0.08% | 145 |
|
|
2022
Q4 | $211K | Buy |
+5,365
| New | +$211K | 0.09% | 129 |
|
|
2022
Q3 | – | Sell |
-4,578
| Closed | -$231K | – | 145 |
|
|
2022
Q2 | $231K | Buy |
+4,578
| New | +$231K | 0.09% | 123 |
|
|
2021
Q4 | – | Sell |
-6,833
| Closed | -$369K | – | 158 |
|
|
2021
Q3 | $369K | Sell |
6,833
-71
| -1% | -$3.83K | 0.11% | 107 |
|
|
2021
Q2 | $387K | Buy |
6,904
+512
| +8% | +$28.7K | 0.11% | 103 |
|
|
2021
Q1 | $373K | Sell |
6,392
-982
| -13% | -$57.3K | 0.12% | 99 |
|
|
2020
Q4 | $433K | Sell |
7,374
-4,733
| -39% | -$278K | 0.14% | 89 |
|
|
2020
Q3 | $721K | Buy |
12,107
+5,538
| +84% | +$330K | 0.22% | 77 |
|
|
2020
Q2 | $362K | Sell |
6,569
-2,199
| -25% | -$121K | 0.15% | 82 |
|
|
2020
Q1 | $471K | Buy |
+8,768
| New | +$471K | 0.23% | 61 |
|