Biltmore Family Office’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Sell |
9,217
-983
| -10% | -$42.5K | 0.07% | 146 |
|
|
2025
Q1 | $463K | Buy |
10,200
+1,000
| +11% | +$45.4K | 0.08% | 134 |
|
|
2024
Q4 | $368K | Hold |
9,200
| – | – | 0.06% | 153 |
|
|
2024
Q3 | $413K | Buy |
9,200
+100
| +1% | +$4.49K | 0.07% | 143 |
|
|
2024
Q2 | $375K | Hold |
9,100
| – | – | 0.07% | 137 |
|
|
2024
Q1 | $382K | Sell |
9,100
-326
| -3% | -$13.7K | 0.08% | 133 |
|
|
2023
Q4 | $355K | Sell |
9,426
-23,663
| -72% | -$892K | 0.07% | 137 |
|
|
2023
Q3 | $1.07M | Sell |
33,089
-1,773
| -5% | -$57.5K | 0.24% | 65 |
|
|
2023
Q2 | $1.3M | Sell |
34,862
-2,060
| -6% | -$76.6K | 0.27% | 57 |
|
|
2023
Q1 | $1.44M | Buy |
36,922
+1,059
| +3% | +$41.2K | 0.3% | 55 |
|
|
2022
Q4 | $1.41M | Buy |
35,863
+1,975
| +6% | +$77.8K | 0.29% | 52 |
|
|
2022
Q3 | $1.29M | Buy |
33,888
+366
| +1% | +$13.9K | 0.29% | 50 |
|
|
2022
Q2 | $1.7M | Buy |
33,522
+536
| +2% | +$27.2K | 0.42% | 43 |
|
|
2022
Q1 | $1.68M | Sell |
32,986
-1,764
| -5% | -$89.8K | 0.36% | 48 |
|
|
2021
Q4 | $1.81M | Buy |
34,750
+249
| +0.7% | +$12.9K | 0.34% | 52 |
|
|
2021
Q3 | $1.86M | Buy |
34,501
+227
| +0.7% | +$12.3K | 0.45% | 37 |
|
|
2021
Q2 | $1.92M | Buy |
34,274
+241
| +0.7% | +$13.5K | 0.54% | 29 |
|
|
2021
Q1 | $1.98M | Sell |
34,033
-386
| -1% | -$22.4K | 0.62% | 26 |
|
|
2020
Q4 | $2.02M | Buy |
34,419
+22,559
| +190% | +$1.33M | 0.61% | 27 |
|
|
2020
Q3 | $706K | Buy |
11,860
+10
| +0.1% | +$595 | 0.39% | 59 |
|
|
2020
Q2 | $653K | Buy |
11,850
+10
| +0.1% | +$551 | 0.39% | 64 |
|
|
2020
Q1 | $636K | Sell |
11,840
-20,768
| -64% | -$1.12M | 0.42% | 67 |
|
|
2019
Q4 | $2M | Buy |
32,608
+1,476
| +5% | +$90.6K | 0.8% | 37 |
|
|
2019
Q3 | $1.88M | Buy |
31,132
+9,673
| +45% | +$584K | 0.81% | 39 |
|
|
2019
Q2 | $1.23M | Hold |
21,459
| – | – | 0.66% | 43 |
|
|
2019
Q1 | $1.27M | Hold |
21,459
| – | – | 0.64% | 48 |
|
|
2018
Q4 | $1.21M | Buy |
21,459
+1,359
| +7% | +$76.4K | 0.68% | 46 |
|
|
2018
Q3 | $1.07M | Sell |
20,100
-396
| -2% | -$21.1K | 0.51% | 60 |
|
|
2018
Q2 | $1.03M | Sell |
20,496
-704
| -3% | -$35.4K | 0.51% | 58 |
|
|
2018
Q1 | $1.01M | Sell |
21,200
-355
| -2% | -$17K | 0.45% | 61 |
|
|
2017
Q4 | $1.14M | Buy |
+21,555
| New | +$1.14M | 0.52% | 57 |
|