Samalin Investment Counsel’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$319K Sell
7,371
-821
-10% -$35.5K 0.12% 241
2025
Q1
$372K Buy
8,192
+3,067
+60% +$139K 0.15% 200
2024
Q4
$205K Sell
5,125
-12,397
-71% -$496K 0.09% 262
2024
Q3
$787K Sell
17,522
-286
-2% -$12.8K 0.34% 85
2024
Q2
$734K Sell
17,808
-217
-1% -$8.95K 0.34% 81
2024
Q1
$756K Buy
18,025
+844
+5% +$35.4K 0.36% 75
2023
Q4
$648K Buy
17,181
+1,209
+8% +$45.6K 0.33% 89
2023
Q3
$518K Buy
15,972
+7,843
+96% +$254K 0.3% 100
2023
Q2
$302K Sell
8,129
-5,200
-39% -$193K 0.16% 167
2023
Q1
$518K Sell
13,329
-463
-3% -$18K 0.31% 94
2022
Q4
$543K Sell
13,792
-1,793
-12% -$70.6K 0.34% 90
2022
Q3
$592K Buy
15,585
+915
+6% +$34.8K 0.43% 63
2022
Q2
$745K Sell
14,670
-313
-2% -$15.9K 0.53% 52
2022
Q1
$763K Buy
14,983
+1,163
+8% +$59.2K 0.46% 59
2021
Q4
$718K Buy
13,820
+1,330
+11% +$69.1K 0.43% 63
2021
Q3
$675K Hold
12,490
0.44% 62
2021
Q2
$700K Sell
12,490
-149
-1% -$8.35K 0.45% 65
2021
Q1
$734K Buy
12,639
+346
+3% +$20.1K 0.49% 54
2020
Q4
$722K Sell
12,293
-362
-3% -$21.3K 0.54% 44
2020
Q3
$753K Sell
12,655
-120
-0.9% -$7.14K 0.67% 34
2020
Q2
$704K Buy
12,775
+1,478
+13% +$81.4K 0.74% 32
2020
Q1
$607K Sell
11,297
-491
-4% -$26.4K 0.81% 33
2019
Q4
$723K Buy
+11,788
New +$723K 0.61% 36