Rockbridge Investment 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 | $249K | Sell |
5,759
-23
| -0.4% | -$995 | 0.03% | 123 |
|
|
2025
Q1 | $262K | Sell |
5,782
-59
| -1% | -$2.68K | 0.03% | 116 |
|
|
2024
Q4 | $234K | Buy |
5,841
+966
| +20% | +$38.6K | 0.03% | 121 |
|
|
2024
Q3 | $219K | Hold |
4,875
| – | – | 0.03% | 122 |
|
|
2024
Q2 | $201K | Sell |
4,875
-2,245
| -32% | -$92.6K | 0.03% | 116 |
|
|
2024
Q1 | $299K | Buy |
7,120
+1,611
| +29% | +$67.6K | 0.04% | 100 |
|
|
2023
Q4 | $208K | Buy |
+5,509
| New | +$208K | 0.03% | 113 |
|
|
2022
Q3 | – | Sell |
-3,379
| Closed | -$171K | – | 590 |
|
|
2022
Q2 | $171K | Sell |
3,379
-3,890
| -54% | -$197K | 0.04% | 105 |
|
|
2022
Q1 | $379K | Sell |
7,269
-3,898
| -35% | -$203K | 0.06% | 109 |
|
|
2021
Q4 | $580K | Buy |
11,167
+296
| +3% | +$15.4K | 0.09% | 99 |
|
|
2021
Q3 | $587K | Buy |
10,871
+1,441
| +15% | +$77.8K | 0.1% | 82 |
|
|
2021
Q2 | $528K | Buy |
9,430
+1,699
| +22% | +$95.1K | 0.09% | 90 |
|
|
2021
Q1 | $450K | Buy |
7,731
+762
| +11% | +$44.4K | 0.09% | 97 |
|
|
2020
Q4 | $409K | Buy |
6,969
+696
| +11% | +$40.8K | 0.08% | 103 |
|
|
2020
Q3 | $373K | Buy |
6,273
+5
| +0.1% | +$297 | 0.09% | 97 |
|
|
2020
Q2 | $346K | Buy |
+6,268
| New | +$346K | 0.09% | 94 |
|