Brinker Capital Investments’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.5M Buy
242,262
+19,358
+9% +$838K 0.09% 207
2025
Q1
$10.1M Buy
222,904
+46,507
+26% +$2.11M 0.1% 196
2024
Q4
$7.05M Buy
176,397
+10,873
+7% +$435K 0.07% 258
2024
Q3
$7.43M Sell
165,524
-104,947
-39% -$4.71M 0.07% 259
2024
Q2
$11.2M Sell
270,471
-1,410
-0.5% -$58.1K 0.12% 168
2024
Q1
$11.4M Sell
271,881
-9,503
-3% -$399K 0.12% 169
2023
Q4
$11.3M Sell
281,384
-14,492
-5% -$581K 0.13% 159
2023
Q3
$9.59M Sell
295,876
-45,906
-13% -$1.49M 0.12% 171
2023
Q2
$12.7M Buy
341,782
+15,067
+5% +$560K 0.14% 145
2023
Q1
$12.7M Buy
326,715
+107,402
+49% +$4.18M 0.16% 130
2022
Q4
$8.64M Sell
219,313
-19,484
-8% -$768K 0.17% 122
2022
Q3
$9.07M Buy
238,797
+11,784
+5% +$447K 0.19% 109
2022
Q2
$11.5M Sell
227,013
-82,502
-27% -$4.19M 0.22% 101
2022
Q1
$15.8M Buy
309,515
+73,403
+31% +$3.74M 0.24% 89
2021
Q4
$12.3M Sell
236,112
-17,756
-7% -$923K 0.18% 121
2021
Q3
$14.2M Hold
253,868
0.23% 101
2021
Q2
$14.2M Buy
253,868
+24,796
+11% +$1.39M 0.19% 128
2021
Q1
$13.3M Sell
229,072
-8,158
-3% -$474K 0.2% 123
2020
Q4
$13.9M Buy
237,230
+8,165
+4% +$480K 0.22% 87
2020
Q3
$13.6M Buy
+229,065
New +$13.6M 0.23% 101
2020
Q1
Sell
-902
Closed -$55K 763
2019
Q4
$55K Buy
902
+101
+13% +$6.16K ﹤0.01% 414
2019
Q3
$48K Sell
801
-4,075
-84% -$244K ﹤0.01% 436
2019
Q2
$279K Buy
4,876
+1,195
+32% +$68.4K 0.01% 343
2019
Q1
$218K Buy
3,681
+3,117
+553% +$185K 0.01% 331
2018
Q4
$32K Sell
564
-1
-0.2% -$57 ﹤0.01% 417
2018
Q3
$30K Sell
565
-23
-4% -$1.22K ﹤0.01% 397
2018
Q2
$30K Buy
588
+32
+6% +$1.63K ﹤0.01% 411
2018
Q1
$27K Buy
556
+301
+118% +$14.6K ﹤0.01% 398
2017
Q4
$13K Buy
255
+45
+21% +$2.29K ﹤0.01% 429
2017
Q3
$10K Buy
210
+208
+10,400% +$9.91K ﹤0.01% 442
2017
Q2
$0 Sell
2
-268
-99% ﹤0.01% 521
2017
Q1
$13K Hold
270
﹤0.01% 383
2016
Q4
$14K Sell
270
-90
-25% -$4.67K ﹤0.01% 374
2016
Q3
$19K Buy
+360
New +$19K ﹤0.01% 339
2016
Q2
Sell
-13
Closed -$1K 416
2016
Q1
$1K Sell
13
-65
-83% -$5K ﹤0.01% 391
2015
Q4
$4K Buy
+78
New +$4K ﹤0.01% 449
2015
Q2
Sell
-1,036
Closed -$50K 449
2015
Q1
$50K Buy
+1,036
New +$50K ﹤0.01% 308
2013
Q3
Sell
-3,718
Closed -$187K 397
2013
Q2
$187K Buy
+3,718
New +$187K 0.01% 258