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 |
|