Beese Fulmer Investment 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 | $1.8M | Buy |
41,599
+2,137
| +5% | +$92.5K | 0.13% | 111 |
|
|
2025
Q1 | $1.79M | Buy |
39,462
+330
| +0.8% | +$15K | 0.15% | 90 |
|
|
2024
Q4 | $1.56M | Sell |
39,132
-2,345
| -6% | -$93.8K | 0.13% | 97 |
|
|
2024
Q3 | $1.86M | Sell |
41,477
-1,383
| -3% | -$62.1K | 0.16% | 89 |
|
|
2024
Q2 | $1.77M | Sell |
42,860
-1,061
| -2% | -$43.8K | 0.16% | 90 |
|
|
2024
Q1 | $1.84M | Sell |
43,921
-7,499
| -15% | -$315K | 0.17% | 91 |
|
|
2023
Q4 | $1.94M | Sell |
51,420
-6,651
| -11% | -$251K | 0.2% | 88 |
|
|
2023
Q3 | $1.88M | Sell |
58,071
-4,169
| -7% | -$135K | 0.21% | 87 |
|
|
2023
Q2 | $2.31M | Sell |
62,240
-4,222
| -6% | -$157K | 0.25% | 77 |
|
|
2023
Q1 | $2.58M | Sell |
66,462
-5,068
| -7% | -$197K | 0.3% | 77 |
|
|
2022
Q4 | $2.82M | Sell |
71,530
-1,758
| -2% | -$69.3K | 0.34% | 74 |
|
|
2022
Q3 | $2.78M | Sell |
73,288
-5,021
| -6% | -$191K | 0.37% | 72 |
|
|
2022
Q2 | $3.97M | Sell |
78,309
-1,985
| -2% | -$101K | 0.51% | 60 |
|
|
2022
Q1 | $4.09M | Sell |
80,294
-2,091
| -3% | -$107K | 0.44% | 63 |
|
|
2021
Q4 | $4.28M | Buy |
82,385
+272
| +0.3% | +$14.1K | 0.45% | 65 |
|
|
2021
Q3 | $4.44M | Sell |
82,113
-713
| -0.9% | -$38.5K | 0.5% | 58 |
|
|
2021
Q2 | $4.64M | Sell |
82,826
-998
| -1% | -$55.9K | 0.53% | 57 |
|
|
2021
Q1 | $4.87M | Sell |
83,824
-4,137
| -5% | -$241K | 0.59% | 54 |
|
|
2020
Q4 | $5.17M | Sell |
87,961
-2,225
| -2% | -$131K | 0.66% | 51 |
|
|
2020
Q3 | $5.37M | Sell |
90,186
-1,579
| -2% | -$93.9K | 0.76% | 48 |
|
|
2020
Q2 | $5.06M | Sell |
91,765
-2,692
| -3% | -$148K | 0.75% | 48 |
|
|
2020
Q1 | $5.08M | Sell |
94,457
-699
| -0.7% | -$37.6K | 0.9% | 45 |
|
|
2019
Q4 | $5.84M | Buy |
95,156
+2,728
| +3% | +$168K | 0.82% | 50 |
|
|
2019
Q3 | $5.58M | Buy |
92,428
+12,066
| +15% | +$728K | 0.84% | 45 |
|
|
2019
Q2 | $4.59M | Buy |
80,362
+443
| +0.6% | +$25.3K | 0.87% | 48 |
|
|
2019
Q1 | $4.73M | Sell |
79,919
-390
| -0.5% | -$23.1K | 0.93% | 46 |
|
|
2018
Q4 | $4.52M | Buy |
80,309
+1,685
| +2% | +$94.7K | 1.02% | 42 |
|
|
2018
Q3 | $4.2M | Buy |
78,624
+1,020
| +1% | +$54.5K | 0.82% | 51 |
|
|
2018
Q2 | $3.9M | Buy |
77,604
+330
| +0.4% | +$16.6K | 0.82% | 51 |
|
|
2018
Q1 | $3.7M | Buy |
77,274
+863
| +1% | +$41.3K | 0.81% | 53 |
|
|
2017
Q4 | $4.05M | Buy |
76,411
+1,158
| +2% | +$61.3K | 0.87% | 47 |
|
|
2017
Q3 | $3.72M | Buy |
75,253
+84
| +0.1% | +$4.16K | 0.85% | 49 |
|
|
2017
Q2 | $3.36M | Sell |
75,169
-4,394
| -6% | -$196K | 0.8% | 50 |
|
|
2017
Q1 | $3.88M | Buy |
79,563
+430
| +0.5% | +$21K | 0.94% | 43 |
|
|
2016
Q4 | $4.22M | Sell |
79,133
-1,459
| -2% | -$77.9K | 1.09% | 37 |
|
|
2016
Q3 | $4.19M | Buy |
80,592
+1,562
| +2% | +$81.2K | 1.13% | 34 |
|
|
2016
Q2 | $4.41M | Sell |
79,030
-273
| -0.3% | -$15.2K | 1.25% | 29 |
|
|
2016
Q1 | $4.14M | Buy |
79,303
+447
| +0.6% | +$23.3K | 1.21% | 32 |
|
|
2015
Q4 | $3.65M | Buy |
78,856
+267
| +0.3% | +$12.3K | 1.12% | 33 |
|
|
2015
Q3 | $3.42M | Sell |
78,589
-598
| -0.8% | -$26K | 1.12% | 33 |
|
|
2015
Q2 | $3.69M | Sell |
79,187
-14
| -0% | -$653 | 1.19% | 29 |
|
|
2015
Q1 | $3.85M | Sell |
79,201
-427
| -0.5% | -$20.8K | 1.29% | 29 |
|
|
2014
Q4 | $3.73M | Sell |
79,628
-1,910
| -2% | -$89.4K | 1.17% | 32 |
|
|
2014
Q3 | $4.08M | Sell |
81,538
-1,631
| -2% | -$81.5K | 1.32% | 21 |
|
|
2014
Q2 | $4.07M | Buy |
83,169
+361
| +0.4% | +$17.7K | 1.32% | 22 |
|
|
2014
Q1 | $3.94M | Buy |
82,808
+21,420
| +35% | +$1.02M | 1.37% | 22 |
|
|
2013
Q4 | $3.02M | Buy |
61,388
+540
| +0.9% | +$26.5K | 1.07% | 32 |
|
|
2013
Q3 | $2.84M | Buy |
60,848
+1,470
| +2% | +$68.6K | 1.12% | 31 |
|
|
2013
Q2 | $2.99M | Buy |
+59,378
| New | +$2.99M | 1.28% | 26 |
|