Capstone Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $419K | Sell |
8,356
-54
| -0.6% | -$2.5K | 0.02% | 113 |
|
|
2025
Q4 | $343K | Sell |
8,410
-688
| -8% | -$27.9K | 0.02% | 128 |
|
|
2025
Q3 | $400K | Buy |
9,098
+84
| +0.9% | +$3.64K | 0.02% | 113 |
|
|
2025
Q2 | $390K | Sell |
9,014
-86
| -0.9% | -$3.72K | 0.02% | 109 |
|
|
2025
Q1 | $413K | Buy |
9,100
+352
| +4% | +$14.7K | 0.03% | 99 |
|
|
2024
Q4 | $350K | Buy |
8,748
+650
| +8% | +$27.4K | 0.02% | 109 |
|
|
2024
Q3 | $364K | Buy |
8,098
+303
| +4% | +$12.6K | 0.02% | 104 |
|
|
2024
Q2 | $321K | Buy |
7,795
+6
| +0.1% | +$242 | 0.02% | 112 |
|
|
2024
Q1 | $327K | Buy |
7,789
+653
| +9% | +$26.3K | 0.02% | 109 |
|
|
2023
Q4 | $269K | Sell |
7,136
-741
| -9% | -$26.2K | 0.02% | 112 |
|
|
2023
Q3 | $255K | Sell |
7,877
-1,971
| -20% | -$66.6K | 0.02% | 109 |
|
|
2023
Q2 | $366K | Buy |
9,848
+1,091
| +12% | +$40.4K | 0.03% | 91 |
|
|
2023
Q1 | $341K | Sell |
8,757
-82
| -0.9% | -$3.23K | 0.03% | 90 |
|
|
2022
Q4 | $348K | Sell |
8,839
-648
| -7% | -$24.4K | 0.03% | 89 |
|
|
2022
Q3 | $360K | Sell |
9,487
-321
| -3% | -$14.3K | 0.03% | 87 |
|
|
2022
Q2 | $498K | Sell |
9,808
-654
| -6% | -$33.1K | 0.04% | 75 |
|
|
2022
Q1 | $533K | Buy |
10,462
+18
| +0.2% | +$953 | 0.04% | 78 |
|
|
2021
Q4 | $543K | Sell |
10,444
-549
| -5% | -$28.6K | 0.04% | 74 |
|
|
2021
Q3 | $594K | Buy |
10,993
+681
| +7% | +$37.7K | 0.05% | 61 |
|
|
2021
Q2 | $578K | Buy |
10,312
+795
| +8% | +$45.6K | 0.05% | 66 |
|
|
2021
Q1 | $553K | Buy |
9,517
+1,354
| +17% | +$76.4K | 0.05% | 51 |
|
|
2020
Q4 | $480K | Buy |
8,163
+1,792
| +28% | +$106K | 0.05% | 55 |
|
|
2020
Q3 | $379K | Sell |
6,371
-2,103
| -25% | -$122K | 0.04% | 59 |
|
|
2020
Q2 | $467K | Sell |
8,474
-439
| -5% | -$24.7K | 0.05% | 43 |
|
|
2020
Q1 | $479K | Sell |
8,913
-605
| -6% | -$34.6K | 0.06% | 41 |
|
|
2019
Q4 | $584K | Buy |
9,518
+36
| +0.4% | +$2.17K | 0.08% | 40 |
|
|
2019
Q3 | $572K | Sell |
9,482
-153
| -2% | -$8.81K | 0.09% | 41 |
|
|
2019
Q2 | $550K | Buy |
9,635
+501
| +5% | +$28.9K | 0.09% | 43 |
|
|
2019
Q1 | $540K | Buy |
9,134
+1,027
| +13% | +$58.2K | 0.09% | 44 |
|
|
2018
Q4 | $456K | Buy |
8,107
+1,015
| +14% | +$57.6K | 0.09% | 47 |
|
|
2018
Q3 | $379K | Sell |
7,092
-377
| -5% | -$20K | 0.09% | 46 |
|
|
2018
Q2 | $376K | Buy |
7,469
+24
| +0.3% | +$1.16K | 0.11% | 44 |
|
|
2018
Q1 | $356K | Buy |
7,445
+18
| +0.2% | +$905 | 0.12% | 42 |
|
|
2017
Q4 | $393K | Buy |
7,427
+27
| +0.4% | +$1.33K | 0.15% | 40 |
|
|
2017
Q3 | $366K | Sell |
7,400
-37
| -0.5% | -$1.74K | 0.16% | 43 |
|
|
2017
Q2 | $332K | Buy |
7,437
+47
| +0.6% | +$2.19K | 0.16% | 43 |
|
|
2017
Q1 | $360K | Sell |
7,390
-2,073
| -22% | -$104K | 0.18% | 40 |
|
|
2016
Q4 | $505K | Buy |
9,463
+347
| +4% | +$17.3K | 0.23% | 34 |
|
|
2016
Q3 | $474K | Sell |
9,116
-838
| -8% | -$45K | 0.25% | 36 |
|
|
2016
Q2 | $556K | Buy |
9,954
+20
| +0.2% | +$1.04K | 0.3% | 31 |
|
|
2016
Q1 | $537K | Buy |
9,934
+21
| +0.2% | +$1.05K | 0.21% | 37 |
|
|
2015
Q4 | $458K | Sell |
9,913
-529
| -5% | -$24K | 0.16% | 37 |
|
|
2015
Q3 | $454K | Sell |
10,442
-6,475
| -38% | -$299K | 0.2% | 37 |
|
|
2015
Q2 | $789K | Buy |
16,917
+5,865
| +53% | +$287K | 0.31% | 28 |
|
|
2015
Q1 | $537K | Buy |
11,052
+1,510
| +16% | +$72.9K | 0.21% | 34 |
|
|
2014
Q4 | $446K | Sell |
9,542
-259
| -3% | -$12.7K | 0.14% | 44 |
|
|
2014
Q3 | $490K | Buy |
9,801
+23
| +0.2% | +$1.14K | 0.3% | 30 |
|
|
2014
Q2 | $478K | Sell |
9,778
-2,400
| -20% | -$116K | 0.33% | 30 |
|
|
2014
Q1 | $579K | Buy |
12,178
+2,739
| +29% | +$130K | 0.35% | 26 |
|
|
2013
Q4 | $464K | Buy |
+9,439
| New | +$464K | 0.3% | 30 |
|
Other funds holding VZ
VCM
VPM
Capstone Financial Advisors's VZ Position: Q1 2026 in Review
Capstone Financial Advisors reduced its Verizon (VZ) stake by 0.64% in Q1 2026, selling an estimated $2.5K and leaving 8,356 shares worth $419K. The position accounts for 0.02% of the portfolio, ranked #113.
Capstone Financial Advisors first reported a position in VZ in Q4 2013 and has held it in 50 quarters since. The position peaked at $789K in Q2 2015. 3,258 funds tracked by Wall St. Rank hold VZ as of Q1 2026.
- Capstone Financial Advisors held 8,356 shares of Verizon worth $419K as of Q1 2026.
- Capstone Financial Advisors sold 54 Verizon shares in Q1 2026, an estimated $2.5K.
- Verizon made up 0.02% of Capstone Financial Advisors's portfolio in Q1 2026, its #113 holding.
- Capstone Financial Advisors first reported a position in Verizon in Q4 2013 and has held it in 50 quarters since.
- Capstone Financial Advisors's Verizon position peaked at $789K in Q2 2015.
- 3,258 funds tracked by Wall St. Rank held Verizon as of Q1 2026.
Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.