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