Roffman Miller Associates’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.1M Buy
394,428
+1,468
+0.4% +$63.5K 1.02% 37
2025
Q1
$17.8M Buy
392,960
+10,282
+3% +$466K 1.12% 39
2024
Q4
$15.3M Buy
382,678
+6,795
+2% +$272K 0.94% 39
2024
Q3
$16.9M Buy
375,883
+9,263
+3% +$416K 1.03% 37
2024
Q2
$15.1M Buy
366,620
+12,438
+4% +$513K 1% 38
2024
Q1
$14.9M Buy
354,182
+12,910
+4% +$542K 0.99% 38
2023
Q4
$12.9M Sell
341,272
-1,755
-0.5% -$66.2K 0.92% 39
2023
Q3
$11.1M Sell
343,027
-2,136
-0.6% -$69.2K 0.88% 39
2023
Q2
$12.8M Buy
345,163
+11,573
+3% +$430K 0.97% 38
2023
Q1
$13M Buy
333,590
+40,398
+14% +$1.57M 1.03% 36
2022
Q4
$11.6M Buy
293,192
+2,283
+0.8% +$90K 0.95% 38
2022
Q3
$11M Buy
290,909
+2,061
+0.7% +$78.3K 1.01% 36
2022
Q2
$14.7M Sell
288,848
-2,790
-1% -$142K 1.27% 33
2022
Q1
$14.9M Sell
291,638
-6,870
-2% -$350K 1.1% 34
2021
Q4
$15.5M Buy
298,508
+7,519
+3% +$391K 1.05% 36
2021
Q3
$15.7M Sell
290,989
-100,687
-26% -$5.44M 1.17% 36
2021
Q2
$15.9M Buy
391,676
+10,242
+3% +$416K 1.2% 33
2021
Q1
$16M Buy
381,434
+40,178
+12% +$1.69M 1.33% 32
2020
Q4
$16M Buy
341,256
+69,908
+26% +$3.27M 1.39% 31
2020
Q3
$16.1M Sell
271,348
-3,388
-1% -$202K 1.56% 27
2020
Q2
$15.1M Buy
274,736
+3,466
+1% +$191K 1.51% 25
2020
Q1
$14.6M Buy
271,270
+5,344
+2% +$287K 1.82% 24
2019
Q4
$16.3M Buy
265,926
+2,724
+1% +$167K 1.63% 32
2019
Q3
$15.9M Sell
263,202
-2,521
-0.9% -$152K 1.66% 30
2019
Q2
$15.2M Buy
265,723
+737
+0.3% +$42.1K 1.63% 31
2019
Q1
$15.7M Sell
264,986
-7,883
-3% -$466K 1.78% 31
2018
Q4
$15.3M Sell
272,869
-77,095
-22% -$4.33M 2% 27
2018
Q3
$18.7M Sell
349,964
-5,272
-1% -$281K 2.08% 26
2018
Q2
$17.9M Buy
355,236
+10,158
+3% +$511K 2.19% 26
2018
Q1
$16.5M Buy
345,078
+3,561
+1% +$170K 2.09% 27
2017
Q4
$18.1M Buy
341,517
+11,731
+4% +$621K 2.23% 23
2017
Q3
$16.3M Buy
329,786
+18,252
+6% +$903K 2.15% 25
2017
Q2
$13.9M Buy
311,534
+16,538
+6% +$739K 1.91% 31
2017
Q1
$14.4M Buy
294,996
+26,611
+10% +$1.3M 2.04% 27
2016
Q4
$14.3M Buy
268,385
+6,268
+2% +$335K 2.16% 26
2016
Q3
$13.6M Buy
262,117
+5,125
+2% +$266K 2.21% 26
2016
Q2
$14.4M Buy
256,992
+6,307
+3% +$352K 2.35% 21
2016
Q1
$13.6M Buy
250,685
+2,417
+1% +$131K 2.32% 21
2015
Q4
$11.5M Buy
248,268
+6,482
+3% +$300K 2.1% 24
2015
Q3
$10.5M Buy
241,786
+1,902
+0.8% +$82.8K 2.06% 27
2015
Q2
$11.2M Sell
239,884
-8,096
-3% -$377K 2.12% 25
2015
Q1
$12.1M Buy
247,980
+22,073
+10% +$1.07M 2.31% 18
2014
Q4
$10.6M Buy
225,907
+10,665
+5% +$499K 2.06% 25
2014
Q3
$10.8M Buy
215,242
+9,827
+5% +$491K 2.2% 19
2014
Q2
$10.1M Buy
205,415
+5,013
+3% +$245K 2.12% 24
2014
Q1
$9.53M Buy
200,402
+6,709
+3% +$319K 2.12% 23
2013
Q4
$9.52M Buy
193,693
+9,192
+5% +$452K 2.19% 22
2013
Q3
$8.61M Buy
184,501
+8,817
+5% +$412K 2.17% 19
2013
Q2
$8.84M Buy
+175,684
New +$8.84M 2.36% 14