Choate Investment Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $914K | Sell |
21,117
-292
| -1% | -$12.6K | 0.02% | 207 |
|
|
2025
Q1 | $971K | Sell |
21,409
-3,615
| -14% | -$164K | 0.02% | 192 |
|
|
2024
Q4 | $1M | Buy |
25,024
+1,491
| +6% | +$59.6K | 0.02% | 192 |
|
|
2024
Q3 | $1.06M | Sell |
23,533
-2,224
| -9% | -$99.9K | 0.03% | 193 |
|
|
2024
Q2 | $1.06M | Sell |
25,757
-1,241
| -5% | -$51.2K | 0.03% | 187 |
|
|
2024
Q1 | $1.13M | Buy |
26,998
+1,182
| +5% | +$49.6K | 0.03% | 187 |
|
|
2023
Q4 | $973K | Sell |
25,816
-2,431
| -9% | -$91.6K | 0.03% | 187 |
|
|
2023
Q3 | $915K | Buy |
28,247
+4,971
| +21% | +$161K | 0.04% | 173 |
|
|
2023
Q2 | $866K | Sell |
23,276
-408
| -2% | -$15.2K | 0.04% | 153 |
|
|
2023
Q1 | $921K | Hold |
23,684
| – | – | 0.04% | 130 |
|
|
2022
Q4 | $933K | Sell |
23,684
-1,286
| -5% | -$50.7K | 0.06% | 128 |
|
|
2022
Q3 | $949K | Sell |
24,970
-2,888
| -10% | -$110K | 0.06% | 114 |
|
|
2022
Q2 | $1.41M | Sell |
27,858
-20,132
| -42% | -$1.02M | 0.09% | 95 |
|
|
2022
Q1 | $2.45M | Sell |
47,990
-4,060
| -8% | -$207K | 0.13% | 73 |
|
|
2021
Q4 | $2.7M | Buy |
52,050
+1,337
| +3% | +$69.5K | 0.16% | 65 |
|
|
2021
Q3 | $2.74M | Buy |
50,713
+11,902
| +31% | +$643K | 0.17% | 61 |
|
|
2021
Q2 | $2.17M | Sell |
38,811
-3,717
| -9% | -$208K | 0.13% | 71 |
|
|
2021
Q1 | $2.47M | Sell |
42,528
-7,023
| -14% | -$408K | 0.15% | 64 |
|
|
2020
Q4 | $2.91M | Sell |
49,551
-287
| -0.6% | -$16.9K | 0.18% | 51 |
|
|
2020
Q3 | $2.97M | Sell |
49,838
-1,528
| -3% | -$90.9K | 0.19% | 48 |
|
|
2020
Q2 | $2.83M | Sell |
51,366
-2,723
| -5% | -$150K | 0.21% | 46 |
|
|
2020
Q1 | $2.91M | Buy |
54,089
+240
| +0.4% | +$12.9K | 0.23% | 49 |
|
|
2019
Q4 | $3.31M | Sell |
53,849
-3,228
| -6% | -$198K | 0.2% | 61 |
|
|
2019
Q3 | $3.45M | Sell |
57,077
-5,054
| -8% | -$305K | 0.21% | 56 |
|
|
2019
Q2 | $3.55M | Buy |
62,131
+368
| +0.6% | +$21K | 0.21% | 58 |
|
|
2019
Q1 | $3.65M | Buy |
61,763
+10,053
| +19% | +$594K | 0.22% | 56 |
|
|
2018
Q4 | $2.91M | Sell |
51,710
-11,708
| -18% | -$658K | 0.19% | 60 |
|
|
2018
Q3 | $3.39M | Sell |
63,418
-2,396
| -4% | -$128K | 0.19% | 51 |
|
|
2018
Q2 | $3.31M | Sell |
65,814
-3,819
| -5% | -$192K | 0.19% | 60 |
|
|
2018
Q1 | $3.33M | Sell |
69,633
-11,852
| -15% | -$567K | 0.18% | 61 |
|
|
2017
Q4 | $4.31M | Sell |
81,485
-5,446
| -6% | -$288K | 0.22% | 58 |
|
|
2017
Q3 | $4.3M | Buy |
86,931
+270
| +0.3% | +$13.4K | 0.23% | 56 |
|
|
2017
Q2 | $3.87M | Sell |
86,661
-2,193
| -2% | -$97.9K | 0.22% | 57 |
|
|
2017
Q1 | $4.33M | Buy |
88,854
+621
| +0.7% | +$30.3K | 0.25% | 49 |
|
|
2016
Q4 | $4.71M | Sell |
88,233
-5,538
| -6% | -$296K | 0.3% | 39 |
|
|
2016
Q3 | $4.87M | Buy |
93,771
+11,102
| +13% | +$577K | 0.32% | 34 |
|
|
2016
Q2 | $4.62M | Sell |
82,669
-9,610
| -10% | -$537K | 0.32% | 36 |
|
|
2016
Q1 | $4.99M | Sell |
92,279
-1,224
| -1% | -$66.2K | 0.34% | 35 |
|
|
2015
Q4 | $4.37M | Buy |
93,503
+6,388
| +7% | +$299K | 0.32% | 42 |
|
|
2015
Q3 | $3.79M | Sell |
87,115
-823
| -0.9% | -$35.8K | 0.26% | 42 |
|
|
2015
Q2 | $4.1M | Sell |
87,938
-3,739
| -4% | -$174K | 0.24% | 44 |
|
|
2015
Q1 | $4.46M | Sell |
91,677
-1,826
| -2% | -$88.8K | 0.25% | 46 |
|
|
2014
Q4 | $4.37M | Sell |
93,503
-2,700
| -3% | -$126K | 0.26% | 43 |
|
|
2014
Q3 | $4.81M | Sell |
96,203
-4,700
| -5% | -$235K | 0.29% | 40 |
|
|
2014
Q2 | $4.94M | Sell |
100,903
-9,540
| -9% | -$467K | 0.29% | 40 |
|
|
2014
Q1 | $5.25M | Buy |
110,443
+3,812
| +4% | +$181K | 0.33% | 39 |
|
|
2013
Q4 | $5.24M | Buy |
106,631
+842
| +0.8% | +$41.4K | 0.34% | 41 |
|
|
2013
Q3 | $4.94M | Sell |
105,789
-479
| -0.5% | -$22.4K | 0.37% | 41 |
|
|
2013
Q2 | $5.35M | Buy |
+106,268
| New | +$5.35M | 0.43% | 36 |
|