Orion Portfolio Solutions’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$10.1M Buy
222,904
+46,507
+26% +$2.11M 0.1% 196
2024
Q4
$7.05M Buy
176,397
+10,873
+7% +$435K 0.07% 258
2024
Q3
$7.43M Sell
165,524
-104,947
-39% -$4.71M 0.07% 259
2024
Q2
$11.2M Sell
270,471
-1,410
-0.5% -$58.1K 0.12% 168
2024
Q1
$11.4M Sell
271,881
-9,503
-3% -$399K 0.12% 169
2023
Q4
$11.3M Sell
281,384
-14,492
-5% -$581K 0.13% 159
2023
Q3
$9.59M Sell
295,876
-45,906
-13% -$1.49M 0.12% 171
2023
Q2
$12.7M Buy
341,782
+15,067
+5% +$560K 0.14% 145
2023
Q1
$12.7M Buy
326,715
+255,239
+357% +$9.93M 0.16% 130
2022
Q4
$2.82M Buy
71,476
+20,230
+39% +$797K 0.1% 145
2022
Q3
$1.95M Buy
51,246
+17,202
+51% +$653K 0.08% 166
2022
Q2
$1.73M Sell
34,044
-1,101
-3% -$55.9K 0.07% 177
2022
Q1
$1.79M Sell
35,145
-2,453
-7% -$125K 0.06% 188
2021
Q4
$1.95M Buy
37,598
+3,242
+9% +$168K 0.07% 178
2021
Q3
$1.86M Buy
34,356
+8,983
+35% +$485K 0.07% 172
2021
Q2
$1.42M Sell
25,373
-1,110
-4% -$62.2K 0.06% 187
2021
Q1
$1.54M Buy
26,483
+3,902
+17% +$227K 0.07% 153
2020
Q4
$1.33M Sell
22,581
-673
-3% -$39.6K 0.06% 172
2020
Q3
$1.38M Sell
23,254
-1,070
-4% -$63.6K 0.07% 150
2020
Q2
$1.34M Buy
24,324
+3,205
+15% +$177K 0.07% 127
2020
Q1
$1.14M Buy
21,119
+1,538
+8% +$82.7K 0.08% 118
2019
Q4
$1.2M Buy
+19,581
New +$1.2M 0.09% 122