Valeo Financial Advisors’s Verizon VZ Stock Holding History

Valeo Financial Advisors’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.81M	Buy	111,115 +348	+0.3%	+$15.1K	0.12%	92
2025 Q1	$5.02M	Buy	110,767 +5,731	+5%	+$260K	0.14%	75
2024 Q4	$4.2M	Buy	105,036 +6,442	+7%	+$258K	0.12%	84
2024 Q3	$4.43M	Sell	98,594 -759	-0.8%	-$34.1K	0.13%	82
2024 Q2	$4.1M	Sell	99,353 -689	-0.7%	-$28.4K	0.13%	81
2024 Q1	$3.95M	Sell	100,042 -9,007	-8%	-$356K	0.14%	77
2023 Q4	$4.11M	Buy	109,049 +2,531	+2%	+$95.4K	0.17%	71
2023 Q3	$3.45M	Sell	106,518 -16,785	-14%	-$544K	0.16%	79
2023 Q2	$4.59M	Sell	123,303 -22,852	-16%	-$850K	0.21%	65
2023 Q1	$5.68M	Buy	146,155 +24,111	+20%	+$938K	0.27%	55
2022 Q4	$4.81M	Buy	122,044 +38,775	+47%	+$1.53M	0.26%	56
2022 Q3	$3.16M	Sell	83,269 -2,517	-3%	-$95.6K	0.2%	68
2022 Q2	$4.35M	Sell	85,786 -10,071	-11%	-$511K	0.27%	59
2022 Q1	$4.88M	Sell	95,857 -1,185	-1%	-$60.4K	0.25%	63
2021 Q4	$5.04M	Sell	97,042 -20,116	-17%	-$1.05M	0.27%	55
2021 Q3	$6.33M	Buy	117,158 +5,924	+5%	+$320K	0.36%	38
2021 Q2	$6.23M	Buy	111,234 +1,795	+2%	+$101K	0.38%	37
2021 Q1	$6.36M	Buy	109,439 +6,224	+6%	+$362K	0.29%	42
2020 Q4	$4.85M	Buy	103,215 +33,207	+47%	+$1.56M	0.25%	46
2020 Q3	$4.17M	Sell	70,008 -931	-1%	-$55.4K	0.36%	40
2020 Q2	$3.91M	Buy	70,939 +12,390	+21%	+$683K	0.36%	42
2020 Q1	$3.36M	Buy	58,549 +4,773	+9%	+$274K	0.36%	45
2019 Q4	$3.3M	Buy	53,776 +2,815	+6%	+$173K	0.32%	50
2019 Q3	$3.08M	Buy	50,961 +6,362	+14%	+$384K	0.34%	48
2019 Q2	$2.55M	Sell	44,599 -1,026	-2%	-$58.6K	0.29%	59
2019 Q1	$2.7M	Sell	45,625 -1,446	-3%	-$85.5K	0.33%	53
2018 Q4	$2.65M	Sell	47,071 -3,950	-8%	-$222K	0.37%	48
2018 Q3	$2.92M	Sell	51,021 -20,476	-29%	-$1.17M	0.39%	47
2018 Q2	$3.74M	Sell	71,497 -305	-0.4%	-$15.9K	0.52%	39
2018 Q1	$3.43M	Buy	71,802 +55	+0.1%	+$2.63K	0.55%	36
2017 Q4	$3.8M	Buy	71,747 +17,212	+32%	+$911K	0.62%	36
2017 Q3	$2.7M	Buy	+54,535	New	+$2.7M	0.61%	38