Bartlett & Co Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
25,352
+193
| +0.8% | +$8.35K | 0.02% | 249 |
|
|
2025
Q1 | $1.14M | Sell |
25,159
-1,727
| -6% | -$78.3K | 0.02% | 240 |
|
|
2024
Q4 | $1.08M | Sell |
26,886
-3,848
| -13% | -$154K | 0.02% | 244 |
|
|
2024
Q3 | $1.38M | Sell |
30,734
-519
| -2% | -$23.3K | 0.02% | 228 |
|
|
2024
Q2 | $1.29M | Sell |
31,253
-4,068
| -12% | -$168K | 0.02% | 231 |
|
|
2024
Q1 | $1.48M | Sell |
35,321
-7,243
| -17% | -$304K | 0.02% | 224 |
|
|
2023
Q4 | $1.6M | Sell |
42,564
-29,040
| -41% | -$1.09M | 0.03% | 224 |
|
|
2023
Q3 | $2.32M | Sell |
71,604
-75,897
| -51% | -$2.46M | 0.04% | 181 |
|
|
2023
Q2 | $5.49M | Buy |
147,501
+14,568
| +11% | +$542K | 0.09% | 126 |
|
|
2023
Q1 | $5.17M | Sell |
132,933
-39,625
| -23% | -$1.54M | 0.1% | 125 |
|
|
2022
Q4 | $6.8M | Sell |
172,558
-48,835
| -22% | -$1.92M | 0.14% | 115 |
|
|
2022
Q3 | $8.41M | Sell |
221,393
-79,391
| -26% | -$3.01M | 0.18% | 98 |
|
|
2022
Q2 | $15.3M | Sell |
300,784
-82,878
| -22% | -$4.21M | 0.31% | 74 |
|
|
2022
Q1 | $19.5M | Sell |
383,662
-274,231
| -42% | -$14M | 0.34% | 70 |
|
|
2021
Q4 | $34.2M | Sell |
657,893
-401,239
| -38% | -$20.8M | 0.58% | 53 |
|
|
2021
Q3 | $57.2M | Sell |
1,059,132
-3,492
| -0.3% | -$189K | 1.09% | 32 |
|
|
2021
Q2 | $59.5M | Buy |
1,062,624
+3,607
| +0.3% | +$202K | 1.14% | 31 |
|
|
2021
Q1 | $61.6M | Buy |
1,059,017
+76,421
| +8% | +$4.44M | 1.24% | 24 |
|
|
2020
Q4 | $57.7M | Buy |
982,596
+3,379
| +0.3% | +$199K | 1.23% | 22 |
|
|
2020
Q3 | $58.3M | Buy |
979,217
+20,779
| +2% | +$1.24M | 1.37% | 20 |
|
|
2020
Q2 | $52.8M | Buy |
958,438
+21,516
| +2% | +$1.19M | 1.38% | 18 |
|
|
2020
Q1 | $50.3M | Sell |
936,922
-3,262
| -0.3% | -$175K | 1.53% | 16 |
|
|
2019
Q4 | $57.7M | Buy |
940,184
+7,197
| +0.8% | +$442K | 1.41% | 18 |
|
|
2019
Q3 | $56.3M | Buy |
932,987
+32,910
| +4% | +$1.99M | 1.48% | 18 |
|
|
2019
Q2 | $51.4M | Buy |
900,077
+8,555
| +1% | +$489K | 1.92% | 11 |
|
|
2019
Q1 | $52.7M | Buy |
891,522
+24,078
| +3% | +$1.42M | 2.02% | 12 |
|
|
2018
Q4 | $48.8M | Buy |
867,444
+19,874
| +2% | +$1.12M | 2.08% | 13 |
|
|
2018
Q3 | $45.3M | Buy |
847,570
+32,801
| +4% | +$1.75M | 1.7% | 15 |
|
|
2018
Q2 | $41M | Buy |
814,769
+125,410
| +18% | +$6.31M | 1.67% | 16 |
|
|
2018
Q1 | $33M | Buy |
+689,359
| New | +$33M | 1.36% | 26 |
|