Trail Ridge Investment Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Buy |
8,703
+941
| +12% | +$40.2K | 0.18% | 79 |
|
|
2025
Q1 | $352K | Buy |
+7,762
| New | +$352K | 0.18% | 78 |
|
|
2024
Q1 | – | Sell |
-7,607
| Closed | -$287K | – | 116 |
|
|
2023
Q4 | $287K | Sell |
7,607
-14
| -0.2% | -$528 | 0.18% | 91 |
|
|
2023
Q3 | $247K | Sell |
7,621
-971
| -11% | -$31.5K | 0.17% | 94 |
|
|
2023
Q2 | $320K | Sell |
8,592
-917
| -10% | -$34.1K | 0.2% | 94 |
|
|
2023
Q1 | $370K | Sell |
9,509
-1,530
| -14% | -$59.5K | 0.24% | 88 |
|
|
2022
Q4 | $435K | Buy |
11,039
+1,002
| +10% | +$39.5K | 0.3% | 80 |
|
|
2022
Q3 | $384K | Sell |
10,037
-8,667
| -46% | -$332K | 0.25% | 94 |
|
|
2022
Q2 | $949K | Buy |
18,704
+17
| +0.1% | +$863 | 0.64% | 49 |
|
|
2022
Q1 | $952K | Buy |
18,687
+1,406
| +8% | +$71.6K | 0.58% | 54 |
|
|
2021
Q4 | $898K | Buy |
+17,281
| New | +$898K | 0.54% | 54 |
|