O'Rourke & Company’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $907K | Buy |
20,960
+965
| +5% | +$41.8K | 0.42% | 56 |
|
|
2025
Q1 | $907K | Buy |
19,995
+364
| +2% | +$16.5K | 0.45% | 54 |
|
|
2024
Q4 | $785K | Buy |
19,631
+980
| +5% | +$39.2K | 0.38% | 59 |
|
|
2024
Q3 | $838K | Buy |
18,651
+1,580
| +9% | +$71K | 0.42% | 52 |
|
|
2024
Q2 | $704K | Buy |
17,071
+1,693
| +11% | +$69.8K | 0.4% | 54 |
|
|
2024
Q1 | $645K | Buy |
15,378
+5,912
| +62% | +$248K | 0.37% | 60 |
|
|
2023
Q4 | $357K | Buy |
+9,466
| New | +$357K | 0.23% | 92 |
|
|
2023
Q3 | – | Sell |
-14,281
| Closed | -$531K | – | 137 |
|
|
2023
Q2 | $531K | Buy |
14,281
+279
| +2% | +$10.4K | 0.37% | 60 |
|
|
2023
Q1 | $545K | Buy |
14,002
+143
| +1% | +$5.57K | 0.42% | 60 |
|
|
2022
Q4 | $546K | Sell |
13,859
-7,690
| -36% | -$303K | 0.43% | 59 |
|
|
2022
Q3 | $818K | Sell |
21,549
-512
| -2% | -$19.4K | 0.71% | 35 |
|
|
2022
Q2 | $1.12M | Sell |
22,061
-1,303
| -6% | -$66.2K | 0.95% | 31 |
|
|
2022
Q1 | $1.19M | Sell |
23,364
-64
| -0.3% | -$3.26K | 0.82% | 32 |
|
|
2021
Q4 | $1.22M | Buy |
+23,428
| New | +$1.22M | 0.81% | 29 |
|