VHAM
Van Hulzen Asset Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Buy |
13,732
+546
| +4% | +$23.6K | 0.05% | 200 |
|
|
2025
Q1 | $598K | Buy |
13,186
+2,054
| +18% | +$93.2K | 0.05% | 195 |
|
|
2024
Q4 | $445K | Sell |
11,132
-504
| -4% | -$20.2K | 0.03% | 229 |
|
|
2024
Q3 | $523K | Buy |
11,636
+125
| +1% | +$5.62K | 0.04% | 203 |
|
|
2024
Q2 | $475K | Sell |
11,511
-398
| -3% | -$16.4K | 0.03% | 207 |
|
|
2024
Q1 | $500K | Sell |
11,909
-5,328
| -31% | -$224K | 0.03% | 224 |
|
|
2023
Q4 | $650K | Buy |
17,237
+2,902
| +20% | +$109K | 0.05% | 203 |
|
|
2023
Q3 | $465K | Sell |
14,335
-723
| -5% | -$23.5K | 0.04% | 210 |
|
|
2023
Q2 | $560K | Sell |
15,058
-40
| -0.3% | -$1.49K | 0.05% | 174 |
|
|
2023
Q1 | $587K | Sell |
15,098
-45,577
| -75% | -$1.77M | 0.06% | 162 |
|
|
2022
Q4 | $2.39M | Sell |
60,675
-461,782
| -88% | -$18.2M | 0.28% | 81 |
|
|
2022
Q3 | $19.8M | Buy |
522,457
+30,394
| +6% | +$1.15M | 2.45% | 6 |
|
|
2022
Q2 | $25M | Buy |
492,063
+38,421
| +8% | +$1.95M | 2.98% | 5 |
|
|
2022
Q1 | $23.1M | Buy |
453,642
+45,758
| +11% | +$2.33M | 2.45% | 7 |
|
|
2021
Q4 | $21.2M | Buy |
407,884
+140,371
| +52% | +$7.3M | 2.32% | 8 |
|
|
2021
Q3 | $14.4M | Buy |
267,513
+6,117
| +2% | +$330K | 2.15% | 7 |
|
|
2021
Q2 | $14.6M | Buy |
261,396
+14,071
| +6% | +$788K | 2.2% | 6 |
|
|
2021
Q1 | $14.4M | Sell |
247,325
-3,126
| -1% | -$182K | 2.3% | 4 |
|
|
2020
Q4 | $14.7M | Sell |
250,451
-19,195
| -7% | -$1.13M | 2.23% | 6 |
|
|
2020
Q3 | $16M | Buy |
269,646
+75,920
| +39% | +$4.52M | 2.42% | 7 |
|
|
2020
Q2 | $10.7M | Buy |
193,726
+37,212
| +24% | +$2.05M | 1.61% | 16 |
|
|
2020
Q1 | $8.41M | Buy |
156,514
+5,930
| +4% | +$319K | 1.81% | 14 |
|
|
2019
Q4 | $9.25M | Buy |
150,584
+2,295
| +2% | +$141K | 1.79% | 11 |
|
|
2019
Q3 | $8.95M | Buy |
148,289
+18,790
| +15% | +$1.13M | 1.89% | 14 |
|
|
2019
Q2 | $7.4M | Buy |
129,499
+119,177
| +1,155% | +$6.81M | 1.62% | 22 |
|
|
2019
Q1 | $610K | Sell |
10,322
-73
| -0.7% | -$4.31K | 0.16% | 95 |
|
|
2018
Q4 | $584K | Sell |
10,395
-108,495
| -91% | -$6.1M | 0.17% | 94 |
|
|
2018
Q3 | $6.35M | Buy |
118,890
+1,392
| +1% | +$74.3K | 1.69% | 11 |
|
|
2018
Q2 | $5.91M | Buy |
117,498
+5,386
| +5% | +$271K | 1.75% | 12 |
|
|
2018
Q1 | $5.36M | Buy |
112,112
+1,930
| +2% | +$92.3K | 1.64% | 11 |
|
|
2017
Q4 | $5.83M | Buy |
110,182
+5,661
| +5% | +$300K | 1.77% | 12 |
|
|
2017
Q3 | $5.17M | Buy |
104,521
+1,666
| +2% | +$82.5K | 1.74% | 16 |
|
|
2017
Q2 | $4.59M | Buy |
102,855
+17,170
| +20% | +$767K | 1.82% | 17 |
|
|
2017
Q1 | $4.18M | Sell |
85,685
-9,667
| -10% | -$471K | 1.91% | 13 |
|
|
2016
Q4 | $5.09M | Buy |
95,352
+397
| +0.4% | +$21.2K | 2.36% | 8 |
|
|
2016
Q3 | $4.94M | Buy |
94,955
+31,516
| +50% | +$1.64M | 2.68% | 6 |
|
|
2016
Q2 | $3.54M | Sell |
63,439
-4,636
| -7% | -$259K | 2.02% | 11 |
|
|
2016
Q1 | $3.68M | Buy |
68,075
+3,167
| +5% | +$171K | 2.1% | 9 |
|
|
2015
Q4 | $3M | Buy |
64,908
+6,499
| +11% | +$300K | 1.87% | 13 |
|
|
2015
Q3 | $2.54M | Buy |
58,409
+1,023
| +2% | +$44.5K | 1.64% | 19 |
|
|
2015
Q2 | $2.68M | Buy |
57,386
+13,536
| +31% | +$631K | 1.44% | 20 |
|
|
2015
Q1 | $2.13M | Buy |
43,850
+5,136
| +13% | +$250K | 1.3% | 25 |
|
|
2014
Q4 | $1.81M | Buy |
38,714
+4,045
| +12% | +$189K | 1.25% | 26 |
|
|
2014
Q3 | $1.73M | Buy |
34,669
+11,354
| +49% | +$568K | 1.76% | 25 |
|
|
2014
Q2 | $1.14M | Buy |
23,315
+15,200
| +187% | +$744K | 0.98% | 38 |
|
|
2014
Q1 | $386K | Buy |
8,115
+2,378
| +41% | +$113K | 0.39% | 62 |
|
|
2013
Q4 | $282K | Buy |
+5,737
| New | +$282K | 0.24% | 82 |
|