Optimum Investment Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $236K | Hold |
5,375
| – | – | 0.09% | 175 |
|
|
2025
Q2 | $233K | Hold |
5,375
| – | – | 0.1% | 167 |
|
|
2025
Q1 | $244K | Sell |
5,375
-100
| -2% | -$4.16K | 0.11% | 152 |
|
|
2024
Q4 | $219K | Sell |
5,475
-400
| -7% | -$16.9K | 0.1% | 165 |
|
|
2024
Q3 | $264K | Sell |
5,875
-900
| -13% | -$37.6K | 0.11% | 165 |
|
|
2024
Q2 | $279K | Sell |
6,775
-160
| -2% | -$6.45K | 0.13% | 155 |
|
|
2024
Q1 | $291K | Sell |
6,935
-100
| -1% | -$4.03K | 0.13% | 154 |
|
|
2023
Q4 | $265K | Sell |
7,035
-6,573
| -48% | -$233K | 0.13% | 156 |
|
|
2023
Q3 | $441K | Sell |
13,608
-4,425
| -25% | -$150K | 0.23% | 106 |
|
|
2023
Q2 | $671K | Sell |
18,033
-2,897
| -14% | -$107K | 0.33% | 71 |
|
|
2023
Q1 | $814K | Sell |
20,930
-3,755
| -15% | -$148K | 0.43% | 58 |
|
|
2022
Q4 | $973K | Sell |
24,685
-5,144
| -17% | -$194K | 0.53% | 44 |
|
|
2022
Q3 | $1.13M | Buy |
29,829
+56
| +0.2% | +$2.49K | 0.61% | 34 |
|
|
2022
Q2 | $1.51M | Sell |
29,773
-150
| -0.5% | -$7.59K | 0.76% | 25 |
|
|
2022
Q1 | $1.52M | Sell |
29,923
-751
| -2% | -$39.8K | 0.64% | 29 |
|
|
2021
Q4 | $1.59M | Sell |
30,674
-2,450
| -7% | -$128K | 0.62% | 32 |
|
|
2021
Q3 | $1.79M | Sell |
33,124
-16,018
| -33% | -$886K | 0.75% | 27 |
|
|
2021
Q2 | $2.75M | Sell |
49,142
-5,835
| -11% | -$335K | 0.86% | 22 |
|
|
2021
Q1 | $3.2M | Sell |
54,977
-8,022
| -13% | -$453K | 0.94% | 20 |
|
|
2020
Q4 | $3.7M | Buy |
62,999
+703
| +1% | +$41.8K | 1.12% | 15 |
|
|
2020
Q3 | $3.71M | Sell |
62,296
-3,656
| -6% | -$212K | 1.24% | 14 |
|
|
2020
Q2 | $3.64M | Sell |
65,952
-1,795
| -3% | -$101K | 1.27% | 13 |
|
|
2020
Q1 | $3.64M | Sell |
67,747
-4,058
| -6% | -$232K | 1.49% | 11 |
|
|
2019
Q4 | $4.41M | Buy |
71,805
+2,516
| +4% | +$152K | 1.31% | 11 |
|
|
2019
Q3 | $4.18M | Buy |
69,289
+2,817
| +4% | +$162K | 1.32% | 12 |
|
|
2019
Q2 | $3.8M | Sell |
66,472
-5,425
| -8% | -$313K | 1.23% | 13 |
|
|
2019
Q1 | $4.25M | Sell |
71,897
-465
| -0.6% | -$26.3K | 1.4% | 9 |
|
|
2018
Q4 | $4.07M | Buy |
72,362
+3,110
| +4% | +$176K | 1.4% | 11 |
|
|
2018
Q3 | $3.7M | Buy |
69,252
+38,958
| +129% | +$2.06M | 1.02% | 19 |
|
|
2018
Q2 | $1.52M | Sell |
30,294
-1,300
| -4% | -$62.9K | 0.44% | 51 |
|
|
2018
Q1 | $1.51M | Hold |
31,594
| – | – | 0.44% | 52 |
|
|
2017
Q4 | $1.67M | Sell |
31,594
-103
| -0.3% | -$5.07K | 0.53% | 46 |
|
|
2017
Q3 | $1.57M | Sell |
31,697
-1,488
| -4% | -$70K | 0.53% | 46 |
|
|
2017
Q2 | $1.48M | Buy |
33,185
+334
| +1% | +$15.6K | 0.51% | 52 |
|
|
2017
Q1 | $1.6M | Sell |
32,851
-3,014
| -8% | -$151K | 0.57% | 46 |
|
|
2016
Q4 | $1.91M | Sell |
35,865
-5,237
| -13% | -$262K | 0.72% | 35 |
|
|
2016
Q3 | $2.14M | Sell |
41,102
-1,542
| -4% | -$82.8K | 0.8% | 28 |
|
|
2016
Q2 | $2.38M | Sell |
42,644
-1,754
| -4% | -$91K | 0.92% | 20 |
|
|
2016
Q1 | $2.4M | Buy |
44,398
+5,404
| +14% | +$270K | 0.94% | 19 |
|
|
2015
Q4 | $1.8M | Sell |
38,994
-932
| -2% | -$42.3K | 0.7% | 33 |
|
|
2015
Q3 | $1.74M | Buy |
+39,926
| New | +$1.84M | 0.7% | 32 |
|
|
2015
Q1 | $1.77M | Sell |
36,371
-29,303
| -45% | -$1.41M | 0.56% | 34 |
|
|
2014
Q4 | $1.66M | Buy |
65,674
+32,067
| +95% | +$1.57M | 0.53% | 41 |
|
|
2014
Q3 | $1.68M | Sell |
33,607
-259
| -0.8% | -$12.9K | 0.56% | 39 |
|
|
2014
Q2 | $1.66M | Buy |
33,866
+5,817
| +21% | +$282K | 0.54% | 37 |
|
|
2014
Q1 | $1.33M | Sell |
28,049
-200
| -0.7% | -$9.46K | 0.5% | 52 |
|
|
2013
Q4 | $1.39M | Sell |
28,249
-2,850
| -9% | -$140K | 0.52% | 48 |
|
|
2013
Q3 | $1.45M | Buy |
+31,099
| New | +$1.52M | 0.6% | 39 |
|
Other funds holding VZ
Optimum Investment Advisors's VZ Position: Q3 2025 in Review
Optimum Investment Advisors held its Verizon (VZ) position steady in Q3 2025 at 5,375 shares worth $236K. The position accounts for 0.09% of the portfolio, ranked #175.
Optimum Investment Advisors first reported a position in VZ in Q3 2013 and has held it in 48 quarters since. The position peaked at $4.41M in Q4 2019. 3,038 funds tracked by Wall St. Rank hold VZ as of Q3 2025.
- Optimum Investment Advisors held 5,375 shares of Verizon worth $236K as of Q3 2025.
- Optimum Investment Advisors left its Verizon share count unchanged in Q3 2025.
- Verizon made up 0.09% of Optimum Investment Advisors's portfolio in Q3 2025, its #175 holding.
- Optimum Investment Advisors first reported a position in Verizon in Q3 2013 and has held it in 48 quarters since.
- Optimum Investment Advisors's Verizon position peaked at $4.41M in Q4 2019.
- 3,038 funds tracked by Wall St. Rank held Verizon as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.