Orion Capital Management’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$129K Buy
2,981
+3
+0.1% +$130 0.05% 160
2025
Q1
$135K Buy
2,978
+186
+7% +$8.44K 0.06% 155
2024
Q4
$112K Buy
+2,792
New +$112K 0.05% 159
2024
Q3
Sell
-3,792
Closed -$156K 405
2024
Q2
$156K Hold
3,792
0.08% 128
2024
Q1
$159K Sell
3,792
-4,000
-51% -$168K 0.08% 136
2023
Q4
$294K Sell
7,792
-1,000
-11% -$37.7K 0.17% 90
2023
Q3
$285K Sell
8,792
-1,300
-13% -$42.1K 0.19% 89
2023
Q2
$375K Sell
10,092
-200
-2% -$7.44K 0.25% 83
2023
Q1
$400K Hold
10,292
0.27% 75
2022
Q4
$406K Sell
10,292
-11,745
-53% -$463K 0.3% 67
2022
Q3
$837K Buy
22,037
+8,047
+58% +$306K 0.67% 35
2022
Q2
$710K Sell
13,990
-2,452
-15% -$124K 0.55% 40
2022
Q1
$838K Sell
16,442
-755
-4% -$38.5K 0.5% 47
2021
Q4
$894K Sell
17,197
-2,060
-11% -$107K 0.51% 50
2021
Q3
$1.04M Sell
19,257
-400
-2% -$21.6K 0.63% 43
2021
Q2
$1.1M Sell
19,657
-200
-1% -$11.2K 0.69% 41
2021
Q1
$1.16M Buy
19,857
+200
+1% +$11.6K 0.81% 35
2020
Q4
$1.1M Buy
+19,657
New +$1.1M 0.81% 36