Valmark Advisers’s Verizon VZ Stock Holding History

Valmark Advisers’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	$1.04M	Buy	23,931 +61	+0.3%	+$2.64K	0.01%	327
2025 Q1	$1.08M	Sell	23,870 -1,579	-6%	-$71.6K	0.02%	299
2024 Q4	$1.02M	Sell	25,449 -4,822	-16%	-$193K	0.02%	308
2024 Q3	$1.36M	Buy	30,271 +1,481	+5%	+$66.5K	0.02%	251
2024 Q2	$1.19M	Buy	28,790 +2,156	+8%	+$88.9K	0.02%	251
2024 Q1	$1.12M	Sell	26,634 -3,799	-12%	-$159K	0.02%	252
2023 Q4	$1.15M	Sell	30,433 -1,898	-6%	-$71.6K	0.02%	229
2023 Q3	$1.05M	Sell	32,331 -2,753	-8%	-$89.2K	0.02%	217
2023 Q2	$1.3M	Sell	35,084 -883	-2%	-$32.8K	0.03%	192
2023 Q1	$1.4M	Sell	35,967 -225	-0.6%	-$8.75K	0.03%	184
2022 Q4	$1.43M	Buy	36,192 +7,339	+25%	+$289K	0.03%	174
2022 Q3	$1.1M	Sell	28,853 -629	-2%	-$23.9K	0.02%	178
2022 Q2	$1.5M	Buy	29,482 +242	+0.8%	+$12.3K	0.03%	143
2022 Q1	$1.49M	Buy	29,240 +753	+3%	+$38.3K	0.03%	161
2021 Q4	$1.48M	Buy	28,487 +2,430	+9%	+$126K	0.03%	149
2021 Q3	$1.41M	Sell	26,057 -6,409	-20%	-$346K	0.03%	142
2021 Q2	$1.82M	Buy	32,466 +4,072	+14%	+$228K	0.03%	124
2021 Q1	$1.65M	Buy	28,394 +2,135	+8%	+$124K	0.03%	132
2020 Q4	$1.54M	Buy	26,259 +13,798	+111%	+$811K	0.03%	125
2020 Q3	$741K	Buy	12,461 +380	+3%	+$22.6K	0.02%	150
2020 Q2	$666K	Buy	12,081 +833	+7%	+$45.9K	0.02%	145
2020 Q1	$604K	Sell	11,248 -474	-4%	-$25.5K	0.02%	136
2019 Q4	$720K	Sell	11,722 -757	-6%	-$46.5K	0.02%	119
2019 Q3	$753K	Buy	12,479 +343	+3%	+$20.7K	0.02%	119
2019 Q2	$693K	Sell	12,136 -44	-0.4%	-$2.51K	0.02%	118
2019 Q1	$720K	Buy	12,180 +865	+8%	+$51.1K	0.02%	114
2018 Q4	$636K	Buy	11,315 +572	+5%	+$32.2K	0.02%	113
2018 Q3	$574K	Sell	10,743 -797	-7%	-$42.6K	0.01%	118
2018 Q2	$581K	Sell	11,540 -583	-5%	-$29.4K	0.01%	111
2018 Q1	$580K	Sell	12,123 -1,458	-11%	-$69.8K	0.01%	107
2017 Q4	$719K	Buy	+13,581	New	+$719K	0.02%	94