Charter Research & Investment Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $925K | Sell |
21,381
-279
| -1% | -$12.1K | 0.69% | 40 |
|
|
2025
Q1 | $982K | Hold |
21,660
| – | – | 0.75% | 38 |
|
|
2024
Q4 | $866K | Sell |
21,660
-7,100
| -25% | -$284K | 0.66% | 37 |
|
|
2024
Q3 | $1.29M | Buy |
28,760
+130
| +0.5% | +$5.84K | 0.95% | 29 |
|
|
2024
Q2 | $1.18M | Hold |
28,630
| – | – | 0.93% | 30 |
|
|
2024
Q1 | $1.2M | Hold |
28,630
| – | – | 0.95% | 31 |
|
|
2023
Q4 | $1.08M | Sell |
28,630
-987
| -3% | -$37.2K | 0.9% | 32 |
|
|
2023
Q3 | $960K | Hold |
29,617
| – | – | 0.86% | 32 |
|
|
2023
Q2 | $1.1M | Hold |
29,617
| – | – | 0.91% | 32 |
|
|
2023
Q1 | $1.15M | Buy |
29,617
+857
| +3% | +$33.3K | 1.01% | 31 |
|
|
2022
Q4 | $1.13M | Sell |
28,760
-150
| -0.5% | -$5.91K | 1.09% | 27 |
|
|
2022
Q3 | $1.1M | Sell |
28,910
-807
| -3% | -$30.7K | 1.11% | 28 |
|
|
2022
Q2 | $1.51M | Buy |
29,717
+278
| +0.9% | +$14.1K | 1.37% | 23 |
|
|
2022
Q1 | $1.5M | Sell |
29,439
-300
| -1% | -$15.3K | 1.22% | 28 |
|
|
2021
Q4 | $1.55M | Buy |
29,739
+114
| +0.4% | +$5.92K | 1.22% | 28 |
|
|
2021
Q3 | $1.6M | Buy |
29,625
+652
| +2% | +$35.2K | 1.33% | 28 |
|
|
2021
Q2 | $1.62M | Buy |
28,973
+113
| +0.4% | +$6.33K | 1.35% | 27 |
|
|
2021
Q1 | $1.68M | Hold |
28,860
| – | – | 1.47% | 27 |
|
|
2020
Q4 | $1.7M | Hold |
28,860
| – | – | 1.63% | 21 |
|
|
2020
Q3 | $1.72M | Hold |
28,860
| – | – | 1.88% | 17 |
|
|
2020
Q2 | $1.59M | Buy |
28,860
+790
| +3% | +$43.6K | 1.83% | 19 |
|
|
2020
Q1 | $1.51M | Buy |
28,070
+200
| +0.7% | +$10.7K | 1.99% | 19 |
|
|
2019
Q4 | $1.71M | Buy |
27,870
+1,635
| +6% | +$100K | 1.74% | 20 |
|
|
2019
Q3 | $1.58M | Buy |
26,235
+2,557
| +11% | +$154K | 1.72% | 22 |
|
|
2019
Q2 | $1.35M | Sell |
23,678
-875
| -4% | -$50K | 1.5% | 28 |
|
|
2019
Q1 | $1.45M | Buy |
24,553
+500
| +2% | +$29.6K | 1.61% | 22 |
|
|
2018
Q4 | $1.35M | Sell |
24,053
-125
| -0.5% | -$7.03K | 1.71% | 23 |
|
|
2018
Q3 | $1.29M | Sell |
24,178
-200
| -0.8% | -$10.7K | 1.41% | 30 |
|
|
2018
Q2 | $1.23M | Sell |
24,378
-225
| -0.9% | -$11.3K | 1.41% | 33 |
|
|
2018
Q1 | $1.18M | Buy |
24,603
+1,233
| +5% | +$59K | 1.4% | 32 |
|
|
2017
Q4 | $1.24M | Buy |
+23,370
| New | +$1.24M | 1.39% | 33 |
|
|
2016
Q3 | $1.14M | Hold |
21,935
| – | – | 1.34% | 29 |
|
|
2016
Q2 | $1.23M | Sell |
21,935
-305
| -1% | -$17K | 1.4% | 29 |
|
|
2016
Q1 | $1.2M | Hold |
22,240
| – | – | 1.38% | 31 |
|
|
2015
Q4 | $1.03M | Hold |
22,240
| – | – | 1.19% | 31 |
|
|
2015
Q3 | $968K | Hold |
22,240
| – | – | 1.28% | 29 |
|
|
2015
Q2 | $1.04M | Hold |
22,240
| – | – | 1.15% | 32 |
|
|
2015
Q1 | $1.08M | Hold |
22,240
| – | – | 1.2% | 29 |
|
|
2014
Q4 | $1.04M | Buy |
+22,240
| New | +$1.04M | 1.14% | 32 |
|