Appleton Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
9,268
+74
| +0.8% | +$3.2K | 0.03% | 199 |
|
|
2025
Q1 | $417K | Buy |
9,194
+56
| +0.6% | +$2.54K | 0.03% | 197 |
|
|
2024
Q4 | $365K | Buy |
9,138
+1,468
| +19% | +$58.6K | 0.03% | 203 |
|
|
2024
Q3 | $344K | Sell |
7,670
-135
| -2% | -$6.06K | 0.03% | 207 |
|
|
2024
Q2 | $322K | Buy |
7,805
+495
| +7% | +$20.4K | 0.02% | 212 |
|
|
2024
Q1 | $307K | Sell |
7,310
-1,431
| -16% | -$60.1K | 0.02% | 225 |
|
|
2023
Q4 | $330K | Sell |
8,741
-41
| -0.5% | -$1.55K | 0.03% | 230 |
|
|
2023
Q3 | $285K | Sell |
8,782
-1,078
| -11% | -$35K | 0.03% | 247 |
|
|
2023
Q2 | $367K | Sell |
9,860
-57,830
| -85% | -$2.15M | 0.03% | 228 |
|
|
2023
Q1 | $2.63M | Buy |
67,690
+458
| +0.7% | +$17.8K | 0.23% | 93 |
|
|
2022
Q4 | $2.65M | Sell |
67,232
-7,923
| -11% | -$312K | 0.25% | 94 |
|
|
2022
Q3 | $2.85M | Sell |
75,155
-3,228
| -4% | -$123K | 0.29% | 87 |
|
|
2022
Q2 | $3.98M | Sell |
78,383
-4,367
| -5% | -$222K | 0.38% | 74 |
|
|
2022
Q1 | $4.22M | Sell |
82,750
-8,886
| -10% | -$453K | 0.34% | 78 |
|
|
2021
Q4 | $4.76M | Sell |
91,636
-11,618
| -11% | -$604K | 0.36% | 79 |
|
|
2021
Q3 | $5.58M | Sell |
103,254
-1,311
| -1% | -$70.8K | 0.46% | 64 |
|
|
2021
Q2 | $5.86M | Sell |
104,565
-933
| -0.9% | -$52.3K | 0.5% | 59 |
|
|
2021
Q1 | $6.14M | Sell |
105,498
-3,909
| -4% | -$227K | 0.57% | 51 |
|
|
2020
Q4 | $6.43M | Buy |
109,407
+703
| +0.6% | +$41.3K | 0.63% | 42 |
|
|
2020
Q3 | $6.47M | Buy |
108,704
+386
| +0.4% | +$23K | 0.71% | 38 |
|
|
2020
Q2 | $5.97M | Sell |
108,318
-1,189
| -1% | -$65.6K | 0.72% | 36 |
|
|
2020
Q1 | $5.88M | Buy |
109,507
+3,232
| +3% | +$174K | 0.82% | 33 |
|
|
2019
Q4 | $6.53M | Buy |
106,275
+1,845
| +2% | +$113K | 0.72% | 38 |
|
|
2019
Q3 | $6.3M | Buy |
104,430
+19
| +0% | +$1.15K | 0.76% | 36 |
|
|
2019
Q2 | $5.97M | Buy |
104,411
+5,643
| +6% | +$322K | 0.74% | 37 |
|
|
2019
Q1 | $5.84M | Buy |
98,768
+5,473
| +6% | +$324K | 0.77% | 36 |
|
|
2018
Q4 | $5.25M | Sell |
93,295
-2,602
| -3% | -$146K | 0.79% | 39 |
|
|
2018
Q3 | $5.12M | Sell |
95,897
-1,451
| -1% | -$77.5K | 0.68% | 44 |
|
|
2018
Q2 | $4.9M | Sell |
97,348
-13,931
| -13% | -$701K | 0.7% | 46 |
|
|
2018
Q1 | $5.32M | Sell |
111,279
-987
| -0.9% | -$47.2K | 0.81% | 37 |
|
|
2017
Q4 | $5.94M | Sell |
112,266
-1,631
| -1% | -$86.3K | 0.92% | 28 |
|
|
2017
Q3 | $5.64M | Sell |
113,897
-1,812
| -2% | -$89.7K | 0.95% | 29 |
|
|
2017
Q2 | $5.17M | Sell |
115,709
-21,042
| -15% | -$940K | 0.87% | 35 |
|
|
2017
Q1 | $6.67M | Sell |
136,751
-11,885
| -8% | -$579K | 1.23% | 19 |
|
|
2016
Q4 | $7.93M | Sell |
148,636
-6,699
| -4% | -$358K | 1.6% | 14 |
|
|
2016
Q3 | $8.07M | Sell |
155,335
-1,167
| -0.7% | -$60.7K | 1.52% | 14 |
|
|
2016
Q2 | $8.74M | Sell |
156,502
-1,566
| -1% | -$87.4K | 1.79% | 12 |
|
|
2016
Q1 | $8.55M | Sell |
158,068
-118
| -0.1% | -$6.38K | 1.69% | 11 |
|
|
2015
Q4 | $7.31M | Buy |
158,186
+2,396
| +2% | +$111K | 1.44% | 19 |
|
|
2015
Q3 | $6.78M | Buy |
155,790
+3,350
| +2% | +$146K | 1.54% | 17 |
|
|
2015
Q2 | $7.11M | Sell |
152,440
-3,162
| -2% | -$147K | 1.59% | 18 |
|
|
2015
Q1 | $7.57M | Sell |
155,602
-4,092
| -3% | -$199K | 1.71% | 15 |
|
|
2014
Q4 | $7.47M | Buy |
159,694
+2,178
| +1% | +$102K | 1.71% | 17 |
|
|
2014
Q3 | $7.87M | Sell |
157,516
-2,216
| -1% | -$111K | 1.84% | 11 |
|
|
2014
Q2 | $7.82M | Sell |
159,732
-9,248
| -5% | -$453K | 1.83% | 11 |
|
|
2014
Q1 | $8.04M | Sell |
168,980
-25,227
| -13% | -$1.2M | 1.9% | 10 |
|
|
2013
Q4 | $9.54M | Buy |
194,207
+5,790
| +3% | +$285K | 2.29% | 6 |
|
|
2013
Q3 | $8.79M | Buy |
188,417
+986
| +0.5% | +$46K | 2.36% | 6 |
|
|
2013
Q2 | $9.44M | Buy |
+187,431
| New | +$9.44M | 2.72% | 6 |
|