TAM
Trust Asset Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Hold |
48,463
| – | – | 0.16% | 47 |
|
|
2025
Q1 | $2.2M | Buy |
48,463
+162
| +0.3% | +$7.35K | 0.18% | 37 |
|
|
2024
Q4 | $1.93M | Hold |
48,301
| – | – | 0.15% | 49 |
|
|
2024
Q3 | $2.17M | Hold |
48,301
| – | – | 0.17% | 40 |
|
|
2024
Q2 | $1.99M | Hold |
48,301
| – | – | 0.17% | 43 |
|
|
2024
Q1 | $2.03M | Hold |
48,301
| – | – | 0.18% | 43 |
|
|
2023
Q4 | $1.82M | Hold |
48,301
| – | – | 0.18% | 44 |
|
|
2023
Q3 | $1.57M | Hold |
48,301
| – | – | 0.17% | 46 |
|
|
2023
Q2 | $1.8M | Hold |
48,301
| – | – | 0.19% | 43 |
|
|
2023
Q1 | $1.88M | Buy |
48,301
+887
| +2% | +$34.5K | 0.21% | 38 |
|
|
2022
Q4 | $1.87M | Hold |
47,414
| – | – | 0.23% | 35 |
|
|
2022
Q3 | $1.8M | Buy |
47,414
+3,340
| +8% | +$127K | 0.25% | 36 |
|
|
2022
Q2 | $2.24M | Buy |
44,074
+2,633
| +6% | +$134K | 0.31% | 27 |
|
|
2022
Q1 | $2.11M | Buy |
41,441
+1,427
| +4% | +$72.7K | 0.26% | 33 |
|
|
2021
Q4 | $2.08M | Hold |
40,014
| – | – | 0.26% | 36 |
|
|
2021
Q3 | $2.16M | Buy |
40,014
+2,639
| +7% | +$143K | 0.3% | 33 |
|
|
2021
Q2 | $2.09M | Buy |
37,375
+4,143
| +12% | +$232K | 0.28% | 30 |
|
|
2021
Q1 | $1.93M | Buy |
33,232
+5,909
| +22% | +$344K | 0.26% | 31 |
|
|
2020
Q4 | $1.61M | Buy |
27,323
+6,352
| +30% | +$373K | 0.24% | 27 |
|
|
2020
Q3 | $1.25M | Buy |
20,971
+9,341
| +80% | +$556K | 0.22% | 25 |
|
|
2020
Q2 | $641K | Buy |
+11,630
| New | +$641K | 0.12% | 28 |
|
|
2015
Q2 | – | Sell |
-18,633
| Closed | -$906K | – | 102 |
|
|
2015
Q1 | $906K | Hold |
18,633
| – | – | 0.35% | 57 |
|
|
2014
Q4 | $872K | Buy |
+18,633
| New | +$872K | 0.35% | 61 |
|