AR
Advisory Research’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.82M | Sell |
157,709
-28,926
| -15% | -$1.25M | 1.05% | 29 |
|
|
2025
Q1 | $8.47M | Sell |
186,635
-9,269
| -5% | -$420K | 1.49% | 24 |
|
|
2024
Q4 | $7.83M | Sell |
195,904
-828
| -0.4% | -$33.1K | 1.3% | 26 |
|
|
2024
Q3 | $8.84M | Sell |
196,732
-107,399
| -35% | -$4.82M | 1.57% | 23 |
|
|
2024
Q2 | $12.5M | Buy |
304,131
+11,601
| +4% | +$478K | 2.36% | 9 |
|
|
2024
Q1 | $12.3M | Buy |
+292,530
| New | +$12.3M | 2.44% | 9 |
|
|
2023
Q3 | – | Sell |
-7,220
| Closed | -$269K | – | 497 |
|
|
2023
Q2 | $269K | Hold |
7,220
| – | – | 0.03% | 393 |
|
|
2023
Q1 | $281K | Hold |
7,220
| – | – | 0.05% | 297 |
|
|
2022
Q4 | $284K | Hold |
7,220
| – | – | 0.03% | 305 |
|
|
2022
Q3 | $274K | Hold |
7,220
| – | – | 0.03% | 286 |
|
|
2022
Q2 | $366K | Hold |
7,220
| – | – | 0.04% | 259 |
|
|
2022
Q1 | $368K | Hold |
7,220
| – | – | 0.03% | 284 |
|
|
2021
Q4 | $375K | Hold |
7,220
| – | – | 0.03% | 270 |
|
|
2021
Q3 | $390K | Hold |
7,220
| – | – | 0.03% | 275 |
|
|
2021
Q2 | $405K | Hold |
7,220
| – | – | 0.03% | 285 |
|
|
2021
Q1 | $420K | Sell |
7,220
-9,580
| -57% | -$557K | 0.03% | 279 |
|
|
2020
Q4 | $987K | Sell |
16,800
-2,485
| -13% | -$146K | 0.07% | 194 |
|
|
2020
Q3 | $1.15M | Hold |
19,285
| – | – | 0.11% | 161 |
|
|
2020
Q2 | $1.06M | Sell |
19,285
-29,008
| -60% | -$1.6M | 0.09% | 167 |
|
|
2020
Q1 | $2.6M | Sell |
48,293
-485,444
| -91% | -$26.1M | 0.18% | 73 |
|
|
2019
Q4 | $32.8M | Sell |
533,737
-7,048
| -1% | -$433K | 1.51% | 16 |
|
|
2019
Q3 | $32.6M | Sell |
540,785
-19,985
| -4% | -$1.21M | 1.57% | 12 |
|
|
2019
Q2 | $32M | Sell |
560,770
-5,148
| -0.9% | -$294K | 0.63% | 40 |
|
|
2019
Q1 | $33.5M | Buy |
565,918
+74,787
| +15% | +$4.42M | 0.65% | 36 |
|
|
2018
Q4 | $27.6M | Sell |
491,131
-3,451
| -0.7% | -$194K | 0.58% | 41 |
|
|
2018
Q3 | $26.4M | Sell |
494,582
-24,638
| -5% | -$1.32M | 0.43% | 61 |
|
|
2018
Q2 | $26.1M | Sell |
519,220
-425,144
| -45% | -$21.4M | 0.42% | 74 |
|
|
2018
Q1 | $45.2M | Buy |
944,364
+16,524
| +2% | +$790K | 0.81% | 34 |
|
|
2017
Q4 | $49.1M | Buy |
927,840
+30,633
| +3% | +$1.62M | 0.81% | 39 |
|
|
2017
Q3 | $44.4M | Buy |
897,207
+236,584
| +36% | +$11.7M | 0.71% | 43 |
|
|
2017
Q2 | $29.5M | Buy |
660,623
+633,958
| +2,377% | +$28.3M | 0.47% | 65 |
|
|
2017
Q1 | $1.3M | Buy |
26,665
+1,209
| +5% | +$58.9K | 0.02% | 300 |
|
|
2016
Q4 | $1.36M | Sell |
25,456
-4,450
| -15% | -$238K | 0.02% | 249 |
|
|
2016
Q3 | $1.56M | Buy |
29,906
+8
| +0% | +$416 | 0.03% | 155 |
|
|
2016
Q2 | $1.67M | Sell |
29,898
-728
| -2% | -$40.7K | 0.03% | 149 |
|
|
2016
Q1 | $1.66M | Sell |
30,626
-420
| -1% | -$22.7K | 0.03% | 149 |
|
|
2015
Q4 | $1.44M | Sell |
31,046
-4,767
| -13% | -$220K | 0.02% | 168 |
|
|
2015
Q3 | $1.56M | Sell |
35,813
-5,521
| -13% | -$240K | 0.02% | 180 |
|
|
2015
Q2 | $1.93M | Buy |
41,334
+1,522
| +4% | +$71K | 0.02% | 186 |
|
|
2015
Q1 | $1.94M | Sell |
39,812
-4,495
| -10% | -$219K | 0.02% | 194 |
|
|
2014
Q4 | $2.07M | Sell |
44,307
-565
| -1% | -$26.4K | 0.02% | 198 |
|
|
2014
Q3 | $2.24M | Buy |
44,872
+3,502
| +8% | +$175K | 0.02% | 192 |
|
|
2014
Q2 | $2.02M | Buy |
41,370
+7,852
| +23% | +$384K | 0.02% | 204 |
|
|
2014
Q1 | $1.6M | Sell |
33,518
-5,121
| -13% | -$244K | 0.02% | 201 |
|
|
2013
Q4 | $1.9M | Sell |
38,639
-5,251
| -12% | -$258K | 0.02% | 204 |
|
|
2013
Q3 | $2.05M | Sell |
43,890
-2,312
| -5% | -$108K | 0.02% | 200 |
|
|
2013
Q2 | $2.33M | Buy |
+46,202
| New | +$2.33M | 0.03% | 192 |
|