Birch Hill Investment Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Sell |
10,512
-1,000
| -9% | -$43.3K | 0.02% | 145 |
|
|
2025
Q1 | $522K | Hold |
11,512
| – | – | 0.02% | 138 |
|
|
2024
Q4 | $460K | Sell |
11,512
-100
| -0.9% | -$4K | 0.02% | 142 |
|
|
2024
Q3 | $521K | Sell |
11,612
-700
| -6% | -$31.4K | 0.02% | 134 |
|
|
2024
Q2 | $508K | Hold |
12,312
| – | – | 0.02% | 134 |
|
|
2024
Q1 | $517K | Sell |
12,312
-528
| -4% | -$22.2K | 0.03% | 127 |
|
|
2023
Q4 | $484K | Buy |
12,840
+23
| +0.2% | +$867 | 0.03% | 122 |
|
|
2023
Q3 | $415K | Sell |
12,817
-2,450
| -16% | -$79.4K | 0.02% | 125 |
|
|
2023
Q2 | $568K | Sell |
15,267
-2,122
| -12% | -$78.9K | 0.03% | 111 |
|
|
2023
Q1 | $676K | Sell |
17,389
-330
| -2% | -$12.8K | 0.04% | 109 |
|
|
2022
Q4 | $698K | Sell |
17,719
-1,848
| -9% | -$72.8K | 0.04% | 105 |
|
|
2022
Q3 | $743K | Sell |
19,567
-1,300
| -6% | -$49.4K | 0.05% | 97 |
|
|
2022
Q2 | $1.06M | Sell |
20,867
-1,900
| -8% | -$96.4K | 0.07% | 94 |
|
|
2022
Q1 | $1.16M | Hold |
22,767
| – | – | 0.06% | 95 |
|
|
2021
Q4 | $1.18M | Sell |
22,767
-241
| -1% | -$12.5K | 0.06% | 93 |
|
|
2021
Q3 | $1.24M | Buy |
23,008
+328
| +1% | +$17.7K | 0.07% | 91 |
|
|
2021
Q2 | $1.27M | Sell |
22,680
-169
| -0.7% | -$9.47K | 0.07% | 89 |
|
|
2021
Q1 | $1.33M | Buy |
22,849
+275
| +1% | +$16K | 0.08% | 86 |
|
|
2020
Q4 | $1.33M | Buy |
22,574
+1,005
| +5% | +$59K | 0.08% | 85 |
|
|
2020
Q3 | $1.28M | Hold |
21,569
| – | – | 0.09% | 81 |
|
|
2020
Q2 | $1.19M | Buy |
21,569
+790
| +4% | +$43.5K | 0.09% | 81 |
|
|
2020
Q1 | $1.12M | Sell |
20,779
-214
| -1% | -$11.5K | 0.1% | 78 |
|
|
2019
Q4 | $1.29M | Hold |
20,993
| – | – | 0.09% | 83 |
|
|
2019
Q3 | $1.27M | Buy |
20,993
+974
| +5% | +$58.8K | 0.09% | 79 |
|
|
2019
Q2 | $1.14M | Buy |
20,019
+310
| +2% | +$17.7K | 0.08% | 84 |
|
|
2019
Q1 | $1.17M | Sell |
19,709
-374
| -2% | -$22.1K | 0.09% | 81 |
|
|
2018
Q4 | $1.13M | Buy |
20,083
+80
| +0.4% | +$4.5K | 0.1% | 80 |
|
|
2018
Q3 | $1.07M | Buy |
20,003
+3,914
| +24% | +$209K | 0.08% | 87 |
|
|
2018
Q2 | $809K | Sell |
16,089
-1,232
| -7% | -$61.9K | 0.06% | 91 |
|
|
2018
Q1 | $828K | Buy |
17,321
+650
| +4% | +$31.1K | 0.07% | 83 |
|
|
2017
Q4 | $882K | Hold |
16,671
| – | – | 0.07% | 83 |
|
|
2017
Q3 | $825K | Sell |
16,671
-253
| -1% | -$12.5K | 0.07% | 84 |
|
|
2017
Q2 | $756K | Sell |
16,924
-2,867
| -14% | -$128K | 0.07% | 85 |
|
|
2017
Q1 | $965K | Sell |
19,791
-179
| -0.9% | -$8.73K | 0.08% | 77 |
|
|
2016
Q4 | $1.07M | Buy |
19,970
+53
| +0.3% | +$2.83K | 0.1% | 75 |
|
|
2016
Q3 | $1.04M | Sell |
19,917
-548
| -3% | -$28.5K | 0.1% | 76 |
|
|
2016
Q2 | $1.14M | Sell |
20,465
-624
| -3% | -$34.9K | 0.11% | 74 |
|
|
2016
Q1 | $1.14M | Sell |
21,089
-1,802
| -8% | -$97.4K | 0.12% | 75 |
|
|
2015
Q4 | $1.06M | Sell |
22,891
-700
| -3% | -$32.4K | 0.11% | 76 |
|
|
2015
Q3 | $1.03M | Buy |
23,591
+2,006
| +9% | +$87.2K | 0.11% | 75 |
|
|
2015
Q2 | $1.01M | Sell |
21,585
-150
| -0.7% | -$6.99K | 0.1% | 81 |
|
|
2015
Q1 | $1.06M | Sell |
21,735
-1,184
| -5% | -$57.6K | 0.11% | 79 |
|
|
2014
Q4 | $1.07M | Sell |
22,919
-3,798
| -14% | -$178K | 0.11% | 79 |
|
|
2014
Q3 | $1.34M | Sell |
26,717
-699
| -3% | -$35K | 0.14% | 71 |
|
|
2014
Q2 | $1.34M | Sell |
27,416
-4,351
| -14% | -$213K | 0.14% | 69 |
|
|
2014
Q1 | $1.51M | Buy |
31,767
+10,702
| +51% | +$509K | 0.16% | 68 |
|
|
2013
Q4 | $1.04M | Buy |
21,065
+2,912
| +16% | +$143K | 0.11% | 79 |
|
|
2013
Q3 | $847K | Sell |
18,153
-1,032
| -5% | -$48.2K | 0.1% | 85 |
|
|
2013
Q2 | $966K | Buy |
+19,185
| New | +$966K | 0.12% | 81 |
|