Cerity Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.8M | Sell |
1,428,753
-24,021
| -2% | -$1.04M | 0.11% | 171 |
|
|
2025
Q1 | $65.9M | Buy |
1,452,774
+10,099
| +0.7% | +$458K | 0.13% | 150 |
|
|
2024
Q4 | $59M | Sell |
1,442,675
-17,286
| -1% | -$707K | 0.13% | 150 |
|
|
2024
Q3 | $65.6M | Buy |
1,459,961
+206,921
| +17% | +$9.29M | 0.15% | 150 |
|
|
2024
Q2 | $51.7M | Buy |
1,253,040
+43,446
| +4% | +$1.79M | 0.14% | 150 |
|
|
2024
Q1 | $50.6M | Buy |
1,209,594
+29,666
| +3% | +$1.24M | 0.13% | 158 |
|
|
2023
Q4 | $44.5M | Buy |
1,179,928
+189,520
| +19% | +$7.14M | 0.15% | 139 |
|
|
2023
Q3 | $32.1M | Sell |
990,408
-233,709
| -19% | -$7.57M | 0.16% | 144 |
|
|
2023
Q2 | $45.5M | Buy |
1,224,117
+84,645
| +7% | +$3.15M | 0.18% | 122 |
|
|
2023
Q1 | $82.5M | Buy |
1,139,472
+148,600
| +15% | +$10.8M | 0.19% | 75 |
|
|
2022
Q4 | $39.1M | Buy |
990,872
+582,203
| +142% | +$23M | 0.25% | 86 |
|
|
2022
Q3 | $15.5M | Sell |
408,669
-20,278
| -5% | -$770K | 0.19% | 110 |
|
|
2022
Q2 | $21.8M | Buy |
428,947
+330,321
| +335% | +$16.8M | 0.24% | 85 |
|
|
2022
Q1 | $4.49M | Buy |
98,626
+88,589
| +883% | +$4.03M | 0.07% | 207 |
|
|
2021
Q4 | $4.3M | Sell |
10,037
-78,724
| -89% | -$33.7M | 0.07% | 218 |
|
|
2021
Q3 | $4.79M | Sell |
88,761
-9,080
| -9% | -$490K | 0.11% | 161 |
|
|
2021
Q2 | $5.48M | Sell |
97,841
-80,576
| -45% | -$4.51M | 0.12% | 152 |
|
|
2021
Q1 | $10.4M | Sell |
178,417
-13,103
| -7% | -$762K | 0.25% | 87 |
|
|
2020
Q4 | $11.3M | Buy |
191,520
+4,127
| +2% | +$242K | 0.36% | 57 |
|
|
2020
Q3 | $11.1M | Buy |
187,393
+24,836
| +15% | +$1.48M | 0.46% | 44 |
|
|
2020
Q2 | $8.96M | Sell |
162,557
-45,905
| -22% | -$2.53M | 0.5% | 39 |
|
|
2020
Q1 | $11.2M | Buy |
208,462
+25,562
| +14% | +$1.37M | 0.71% | 22 |
|
|
2019
Q4 | $11.2M | Sell |
182,900
-946
| -0.5% | -$58.1K | 0.57% | 31 |
|
|
2019
Q3 | $11.1M | Buy |
183,846
+13,967
| +8% | +$843K | 0.65% | 33 |
|
|
2019
Q2 | $9.71M | Buy |
169,879
+106,109
| +166% | +$6.06M | 0.61% | 36 |
|
|
2019
Q1 | $3.77M | Sell |
63,770
-12,415
| -16% | -$734K | 0.25% | 81 |
|
|
2018
Q4 | $4.28M | Buy |
76,185
+8,507
| +13% | +$478K | 0.29% | 78 |
|
|
2018
Q3 | $3.61M | Sell |
67,678
-9,160
| -12% | -$489K | 0.25% | 106 |
|
|
2018
Q2 | $3.87M | Sell |
76,838
-2,871
| -4% | -$144K | 0.29% | 92 |
|
|
2018
Q1 | $3.81M | Buy |
79,709
+3,422
| +4% | +$164K | 0.29% | 89 |
|
|
2017
Q4 | $4.04M | Sell |
76,287
-6,268
| -8% | -$332K | 0.27% | 87 |
|
|
2017
Q3 | $4.09M | Buy |
+82,555
| New | +$4.09M | 0.29% | 80 |
|
|
2017
Q2 | – | Sell |
-83,169
| Closed | -$4.05M | – | 444 |
|
|
2017
Q1 | $4.05M | Buy |
83,169
+44,890
| +117% | +$2.19M | 0.34% | 59 |
|
|
2016
Q4 | $2.04M | Buy |
+38,279
| New | +$2.04M | 2.81% | 10 |
|