BOK Financial Private Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Sell |
3,131
-355
| -10% | -$15.4K | 0.01% | 193 |
|
|
2025
Q1 | $158K | Sell |
3,486
-618
| -15% | -$28K | 0.01% | 186 |
|
|
2024
Q4 | $164K | Sell |
4,104
-682
| -14% | -$27.3K | 0.01% | 178 |
|
|
2024
Q3 | $215K | Buy |
4,786
+2,198
| +85% | +$98.7K | 0.02% | 166 |
|
|
2024
Q2 | $107K | Hold |
2,588
| – | – | 0.01% | 204 |
|
|
2024
Q1 | $109K | Buy |
2,588
+488
| +23% | +$20.5K | 0.01% | 202 |
|
|
2023
Q4 | $79.2K | Buy |
2,100
+600
| +40% | +$22.6K | 0.01% | 211 |
|
|
2023
Q3 | $48.6K | Sell |
1,500
-1,780
| -54% | -$57.7K | ﹤0.01% | 228 |
|
|
2023
Q2 | $122K | Hold |
3,280
| – | – | 0.01% | 178 |
|
|
2023
Q1 | $128K | Hold |
3,280
| – | – | 0.01% | 180 |
|
|
2022
Q4 | $129K | Sell |
3,280
-4,267
| -57% | -$168K | 0.01% | 178 |
|
|
2022
Q3 | $287K | Buy |
7,547
+2,123
| +39% | +$80.7K | 0.03% | 147 |
|
|
2022
Q2 | $275K | Sell |
5,424
-20,143
| -79% | -$1.02M | 0.02% | 156 |
|
|
2022
Q1 | $1.3M | Buy |
25,567
+6,857
| +37% | +$349K | 0.09% | 116 |
|
|
2021
Q4 | $972K | Sell |
18,710
-3,191
| -15% | -$166K | 0.07% | 133 |
|
|
2021
Q3 | $1.18M | Buy |
21,901
+2,773
| +14% | +$150K | 0.09% | 101 |
|
|
2021
Q2 | $1.07M | Buy |
19,128
+2,223
| +13% | +$125K | 0.09% | 103 |
|
|
2021
Q1 | $983K | Sell |
16,905
-29,671
| -64% | -$1.73M | 0.09% | 99 |
|
|
2020
Q4 | $2.74M | Sell |
46,576
-637
| -1% | -$37.4K | 0.26% | 67 |
|
|
2020
Q3 | $2.81M | Sell |
47,213
-33,443
| -41% | -$1.99M | 0.29% | 61 |
|
|
2020
Q2 | $4.45M | Sell |
80,656
-4,369
| -5% | -$241K | 0.47% | 43 |
|
|
2020
Q1 | $4.57M | Sell |
85,025
-60,534
| -42% | -$3.25M | 0.55% | 37 |
|
|
2019
Q4 | $8.94M | Buy |
145,559
+139,231
| +2,200% | +$8.55M | 0.75% | 31 |
|
|
2019
Q3 | $382K | Buy |
6,328
+893
| +16% | +$53.9K | 0.05% | 78 |
|
|
2019
Q2 | $311K | Buy |
5,435
+1,393
| +34% | +$79.7K | 0.05% | 89 |
|
|
2019
Q1 | $239K | Buy |
4,042
+354
| +10% | +$20.9K | 0.03% | 108 |
|
|
2018
Q4 | $207K | Buy |
+3,688
| New | +$207K | 0.03% | 122 |
|
|
2018
Q2 | – | Sell |
-8,040
| Closed | -$384K | – | 123 |
|
|
2018
Q1 | $384K | Sell |
8,040
-1,234
| -13% | -$58.9K | 0.06% | 63 |
|
|
2017
Q4 | $491K | Sell |
9,274
-2,700
| -23% | -$143K | 0.08% | 56 |
|
|
2017
Q3 | $593K | Sell |
11,974
-23
| -0.2% | -$1.14K | 0.1% | 58 |
|
|
2017
Q2 | $536K | Sell |
11,997
-4,752
| -28% | -$212K | 0.08% | 66 |
|
|
2017
Q1 | $817K | Buy |
16,749
+1,781
| +12% | +$86.9K | 0.12% | 55 |
|
|
2016
Q4 | $799K | Sell |
14,968
-3,205
| -18% | -$171K | 0.12% | 54 |
|
|
2016
Q3 | $945K | Buy |
18,173
+6,554
| +56% | +$341K | 0.14% | 50 |
|
|
2016
Q2 | $649K | Hold |
11,619
| – | – | 0.1% | 62 |
|
|
2016
Q1 | $628K | Hold |
11,619
| – | – | 0.11% | 36 |
|
|
2015
Q4 | $537K | Sell |
11,619
-403
| -3% | -$18.6K | 0.09% | 41 |
|
|
2015
Q3 | $523K | Hold |
12,022
| – | – | 0.09% | 40 |
|
|
2015
Q2 | $560K | Buy |
12,022
+245
| +2% | +$11.4K | 0.09% | 41 |
|
|
2015
Q1 | $573K | Sell |
11,777
-7,161
| -38% | -$348K | 0.09% | 42 |
|
|
2014
Q4 | $886K | Hold |
18,938
| – | – | 0.14% | 35 |
|
|
2014
Q3 | $947K | Hold |
18,938
| – | – | 0.16% | 29 |
|
|
2014
Q2 | $927K | Buy |
18,938
+1,205
| +7% | +$59K | 0.15% | 31 |
|
|
2014
Q1 | $844K | Sell |
17,733
-87
| -0.5% | -$4.14K | 0.15% | 32 |
|
|
2013
Q4 | $876K | Hold |
17,820
| – | – | 0.16% | 30 |
|
|
2013
Q3 | $832K | Buy |
+17,820
| New | +$832K | 0.17% | 28 |
|