SDAM
Shulman DeMeo Asset Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $816K | Sell |
18,857
-220
| -1% | -$9.52K | 0.2% | 37 |
|
|
2025
Q1 | $865K | Buy |
19,077
+133
| +0.7% | +$6.03K | 0.24% | 34 |
|
|
2024
Q4 | $758K | Sell |
18,944
-3,310
| -15% | -$132K | 0.2% | 39 |
|
|
2024
Q3 | $999K | Sell |
22,254
-498
| -2% | -$22.4K | 0.25% | 33 |
|
|
2024
Q2 | $938K | Sell |
22,752
-1,250
| -5% | -$51.6K | 0.25% | 30 |
|
|
2024
Q1 | $1.01M | Buy |
24,002
+56
| +0.2% | +$2.35K | 0.27% | 31 |
|
|
2023
Q4 | $903K | Sell |
23,946
-1,035
| -4% | -$39K | 0.26% | 34 |
|
|
2023
Q3 | $810K | Sell |
24,981
-708
| -3% | -$22.9K | 0.27% | 35 |
|
|
2023
Q2 | $955K | Sell |
25,689
-129
| -0.5% | -$4.8K | 0.29% | 33 |
|
|
2023
Q1 | $1M | Buy |
25,818
+100
| +0.4% | +$3.89K | 0.32% | 31 |
|
|
2022
Q4 | $1.01M | Buy |
25,718
+131
| +0.5% | +$5.16K | 0.34% | 28 |
|
|
2022
Q3 | $972K | Sell |
25,587
-175
| -0.7% | -$6.65K | 0.35% | 29 |
|
|
2022
Q2 | $1.31M | Sell |
25,762
-724
| -3% | -$36.7K | 0.43% | 24 |
|
|
2022
Q1 | $1.35M | Buy |
26,486
+648
| +3% | +$33K | 0.37% | 28 |
|
|
2021
Q4 | $1.34M | Buy |
+25,838
| New | +$1.34M | 0.35% | 30 |
|
|
2021
Q2 | – | Sell |
-28,380
| Closed | -$1.65M | – | 142 |
|
|
2021
Q1 | $1.65M | Buy |
28,380
+1,447
| +5% | +$84.1K | 0.45% | 21 |
|
|
2020
Q4 | $1.58M | Buy |
26,933
+3,835
| +17% | +$225K | 0.45% | 23 |
|
|
2020
Q3 | $1.37M | Buy |
23,098
+1,088
| +5% | +$64.7K | 0.46% | 24 |
|
|
2020
Q2 | $1.21M | Sell |
22,010
-192
| -0.9% | -$10.6K | 0.47% | 25 |
|
|
2020
Q1 | $1.19M | Sell |
22,202
-837
| -4% | -$45K | 0.56% | 20 |
|
|
2019
Q4 | $1.42M | Buy |
23,039
+1,106
| +5% | +$67.9K | 0.49% | 23 |
|
|
2019
Q3 | $1.32M | Sell |
21,933
-982
| -4% | -$59.3K | 0.44% | 27 |
|
|
2019
Q2 | $1.31M | Buy |
22,915
+397
| +2% | +$22.7K | 0.48% | 24 |
|
|
2019
Q1 | $1.33M | Buy |
22,518
+1,668
| +8% | +$98.7K | 0.51% | 23 |
|
|
2018
Q4 | $1.17M | Buy |
+20,850
| New | +$1.17M | 0.65% | 17 |
|