Chesley Taft & Associates’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.53M | Buy |
35,252
+128
| +0.4% | +$5.54K | 0.07% | 170 |
|
2025
Q1 | $1.59M | Buy |
35,124
+1,175
| +3% | +$53.3K | 0.08% | 162 |
|
2024
Q4 | $1.36M | Buy |
33,949
+1,093
| +3% | +$43.7K | 0.06% | 174 |
|
2024
Q3 | $1.48M | Buy |
32,856
+150
| +0.5% | +$6.74K | 0.07% | 163 |
|
2024
Q2 | $1.35M | Sell |
32,706
-3,279
| -9% | -$135K | 0.07% | 163 |
|
2024
Q1 | $1.51M | Buy |
35,985
+94
| +0.3% | +$3.94K | 0.08% | 158 |
|
2023
Q4 | $1.35M | Sell |
35,891
-1,475
| -4% | -$55.6K | 0.08% | 159 |
|
2023
Q3 | $1.21M | Sell |
37,366
-2,988
| -7% | -$96.8K | 0.08% | 161 |
|
2023
Q2 | $1.5M | Buy |
40,354
+80
| +0.2% | +$2.98K | 0.09% | 149 |
|
2023
Q1 | $1.57M | Buy |
40,274
+8
| +0% | +$311 | 0.1% | 143 |
|
2022
Q4 | $1.59M | Buy |
40,266
+7,076
| +21% | +$279K | 0.11% | 141 |
|
2022
Q3 | $1.26M | Sell |
33,190
-2,784
| -8% | -$106K | 0.09% | 148 |
|
2022
Q2 | $1.83M | Buy |
35,974
+585
| +2% | +$29.7K | 0.12% | 129 |
|
2022
Q1 | $1.9M | Sell |
35,389
-41
| -0.1% | -$2.2K | 0.11% | 139 |
|
2021
Q4 | $1.84M | Sell |
35,430
-139,263
| -80% | -$7.24M | 0.1% | 147 |
|
2021
Q3 | $9.44M | Sell |
174,693
-33,229
| -16% | -$1.79M | 0.54% | 53 |
|
2021
Q2 | $11.7M | Sell |
207,922
-8,832
| -4% | -$495K | 0.67% | 44 |
|
2021
Q1 | $12.8M | Sell |
216,754
-11,114
| -5% | -$654K | 0.76% | 38 |
|
2020
Q4 | $13.4M | Buy |
227,868
+43,929
| +24% | +$2.58M | 0.86% | 32 |
|
2020
Q3 | $10.9M | Buy |
183,939
+141,901
| +338% | +$8.44M | 0.78% | 39 |
|
2020
Q2 | $2.32M | Buy |
42,038
+275
| +0.7% | +$15.2K | 0.18% | 99 |
|
2020
Q1 | $2.24M | Buy |
41,763
+3,540
| +9% | +$190K | 0.2% | 94 |
|
2019
Q4 | $2.35M | Buy |
38,223
+17
| +0% | +$1.04K | 0.17% | 106 |
|
2019
Q3 | $2.31M | Buy |
38,206
+1,420
| +4% | +$85.7K | 0.18% | 106 |
|
2019
Q2 | $2.1M | Buy |
36,786
+652
| +2% | +$37.3K | 0.16% | 108 |
|
2019
Q1 | $2.14M | Sell |
36,134
-149
| -0.4% | -$8.81K | 0.18% | 103 |
|
2018
Q4 | $2.04M | Sell |
36,283
-425
| -1% | -$23.9K | 0.2% | 103 |
|
2018
Q3 | $1.96M | Buy |
36,708
+175
| +0.5% | +$9.34K | 0.16% | 116 |
|
2018
Q2 | $1.84M | Sell |
36,533
-137
| -0.4% | -$6.89K | 0.16% | 119 |
|
2018
Q1 | $1.75M | Sell |
36,670
-2,172
| -6% | -$104K | 0.16% | 124 |
|
2017
Q4 | $2.06M | Sell |
38,842
-1,101
| -3% | -$58.3K | 0.17% | 118 |
|
2017
Q3 | $1.98M | Buy |
39,943
+250
| +0.6% | +$12.4K | 0.17% | 122 |
|
2017
Q2 | $1.77M | Buy |
39,693
+3,036
| +8% | +$136K | 0.16% | 127 |
|
2017
Q1 | $1.79M | Sell |
36,657
-183,251
| -83% | -$8.93M | 0.17% | 118 |
|
2016
Q4 | $11.7M | Buy |
219,908
+1,276
| +0.6% | +$68.1K | 1.16% | 25 |
|
2016
Q3 | $11.4M | Sell |
218,632
-2,979
| -1% | -$155K | 1.14% | 29 |
|
2016
Q2 | $12.4M | Buy |
221,611
+871
| +0.4% | +$48.6K | 1.27% | 24 |
|
2016
Q1 | $11.9M | Buy |
220,740
+23,561
| +12% | +$1.27M | 1.26% | 24 |
|
2015
Q4 | $9.11M | Sell |
197,179
-47,110
| -19% | -$2.18M | 0.96% | 39 |
|
2015
Q3 | $10.6M | Buy |
244,289
+1,510
| +0.6% | +$65.7K | 1.16% | 29 |
|
2015
Q2 | $11.3M | Buy |
242,779
+11,632
| +5% | +$542K | 1.15% | 28 |
|
2015
Q1 | $11.2M | Buy |
231,147
+4,951
| +2% | +$241K | 1.15% | 29 |
|
2014
Q4 | $10.6M | Buy |
226,196
+16,247
| +8% | +$760K | 1.07% | 37 |
|
2014
Q3 | $10.5M | Buy |
209,949
+7,747
| +4% | +$387K | 1.1% | 31 |
|
2014
Q2 | $9.89M | Buy |
202,202
+24,827
| +14% | +$1.21M | 1.02% | 35 |
|
2014
Q1 | $8.44M | Buy |
177,375
+129,805
| +273% | +$6.18M | 0.9% | 41 |
|
2013
Q4 | $2.34M | Buy |
47,570
+11,583
| +32% | +$569K | 0.23% | 110 |
|
2013
Q3 | $1.68M | Buy |
35,987
+169
| +0.5% | +$7.89K | 0.18% | 120 |
|
2013
Q2 | $1.8M | Buy |
+35,818
| New | +$1.8M | 0.21% | 110 |
|