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 |
|