Wambolt & Associates’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.24M | Sell |
51,254
-1,990
| -4% | -$86.9K | 0.75% | 43 |
|
2025
Q1 | $2.42M | Buy |
53,244
+1,458
| +3% | +$66.2K | 0.82% | 41 |
|
2024
Q4 | $2.07M | Sell |
51,786
-7,588
| -13% | -$303K | 0.66% | 50 |
|
2024
Q3 | $2.68M | Buy |
59,374
+3,454
| +6% | +$156K | 0.73% | 47 |
|
2024
Q2 | $2.33M | Buy |
55,920
+3,062
| +6% | +$128K | 0.68% | 52 |
|
2024
Q1 | $2.23M | Buy |
52,858
+11,885
| +29% | +$502K | 0.67% | 52 |
|
2023
Q4 | $1.54M | Buy |
40,973
+7,366
| +22% | +$278K | 0.51% | 61 |
|
2023
Q3 | $1.07M | Sell |
33,607
-74
| -0.2% | -$2.35K | 0.39% | 90 |
|
2023
Q2 | $1.25M | Buy |
33,681
+2,867
| +9% | +$107K | 0.45% | 85 |
|
2023
Q1 | $1.21M | Buy |
30,814
+1,939
| +7% | +$76K | 0.43% | 86 |
|
2022
Q4 | $1.14M | Sell |
28,875
-216
| -0.7% | -$8.51K | 0.44% | 91 |
|
2022
Q3 | $1.11M | Buy |
29,091
+193
| +0.7% | +$7.33K | 0.47% | 83 |
|
2022
Q2 | $1.47M | Buy |
28,898
+1,037
| +4% | +$52.6K | 0.59% | 55 |
|
2022
Q1 | $1.45M | Buy |
27,861
+2,867
| +11% | +$149K | 0.53% | 66 |
|
2021
Q4 | $1.3M | Buy |
24,994
+1,565
| +7% | +$81.3K | 0.47% | 76 |
|
2021
Q3 | $1.27M | Buy |
23,429
+212
| +0.9% | +$11.5K | 0.51% | 74 |
|
2021
Q2 | $1.31M | Buy |
23,217
+1,174
| +5% | +$66.1K | 0.56% | 62 |
|
2021
Q1 | $1.29M | Sell |
22,043
-272
| -1% | -$15.9K | 0.67% | 51 |
|
2020
Q4 | $1.31M | Buy |
22,315
+1,037
| +5% | +$60.9K | 0.78% | 38 |
|
2020
Q3 | $1.27M | Buy |
21,278
+1,776
| +9% | +$106K | 0.95% | 23 |
|
2020
Q2 | $1.08M | Buy |
19,502
+1,344
| +7% | +$74.1K | 0.85% | 27 |
|
2020
Q1 | $976K | Buy |
18,158
+1,458
| +9% | +$78.4K | 1.01% | 24 |
|
2019
Q4 | $1.03M | Buy |
16,700
+1,375
| +9% | +$84.4K | 0.78% | 35 |
|
2019
Q3 | $925K | Buy |
15,325
+143
| +0.9% | +$8.63K | 0.76% | 37 |
|
2019
Q2 | $867K | Buy |
15,182
+1,150
| +8% | +$65.7K | 0.73% | 41 |
|
2019
Q1 | $819K | Buy |
14,032
+417
| +3% | +$24.3K | 0.74% | 35 |
|
2018
Q4 | $765K | Buy |
+13,615
| New | +$765K | 0.84% | 32 |
|