CSIC
Clifford Swan Investment Counsel’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.46M | Sell |
172,296
-39,805
| -19% | -$1.72M | 0.26% | 92 |
|
|
2025
Q1 | $9.62M | Sell |
212,101
-18,764
| -8% | -$851K | 0.36% | 74 |
|
|
2024
Q4 | $9.23M | Sell |
230,865
-3,615
| -2% | -$145K | 0.33% | 77 |
|
|
2024
Q3 | $10.5M | Buy |
234,480
+5,352
| +2% | +$240K | 0.37% | 73 |
|
|
2024
Q2 | $9.45M | Sell |
229,128
-4,314
| -2% | -$178K | 0.35% | 76 |
|
|
2024
Q1 | $9.8M | Sell |
233,442
-10,524
| -4% | -$442K | 0.36% | 76 |
|
|
2023
Q4 | $9.2M | Sell |
243,966
-9,462
| -4% | -$357K | 0.36% | 78 |
|
|
2023
Q3 | $8.21M | Buy |
253,428
+47,083
| +23% | +$1.53M | 0.34% | 83 |
|
|
2023
Q2 | $7.67M | Buy |
206,345
+39,685
| +24% | +$1.48M | 0.31% | 86 |
|
|
2023
Q1 | $6.48M | Sell |
166,660
-119
| -0.1% | -$4.63K | 0.27% | 95 |
|
|
2022
Q4 | $6.57M | Sell |
166,779
-5,775
| -3% | -$228K | 0.29% | 96 |
|
|
2022
Q3 | $6.55M | Sell |
172,554
-6,926
| -4% | -$263K | 0.31% | 92 |
|
|
2022
Q2 | $9.11M | Sell |
179,480
-805
| -0.4% | -$40.9K | 0.39% | 78 |
|
|
2022
Q1 | $9.18M | Sell |
180,285
-1,619
| -0.9% | -$82.5K | 0.34% | 82 |
|
|
2021
Q4 | $9.45M | Buy |
181,904
+274
| +0.2% | +$14.2K | 0.33% | 83 |
|
|
2021
Q3 | $9.62M | Sell |
181,630
-1,353
| -0.7% | -$71.6K | 0.35% | 79 |
|
|
2021
Q2 | $10.1M | Sell |
182,983
-1,657
| -0.9% | -$91.8K | 0.38% | 77 |
|
|
2021
Q1 | $10.7M | Sell |
184,640
-6,385
| -3% | -$371K | 0.44% | 71 |
|
|
2020
Q4 | $11.2M | Sell |
191,025
-1,306
| -0.7% | -$76.7K | 0.49% | 64 |
|
|
2020
Q3 | $11.4M | Buy |
192,331
+533
| +0.3% | +$31.7K | 0.55% | 56 |
|
|
2020
Q2 | $10.6M | Sell |
191,798
-1,864
| -1% | -$103K | 0.54% | 59 |
|
|
2020
Q1 | $10.4M | Sell |
193,662
-2,739
| -1% | -$147K | 0.63% | 52 |
|
|
2019
Q4 | $12.1M | Sell |
196,401
-726
| -0.4% | -$44.6K | 0.58% | 55 |
|
|
2019
Q3 | $11.9M | Sell |
197,127
-131
| -0.1% | -$7.91K | 0.62% | 52 |
|
|
2019
Q2 | $11.3M | Sell |
197,258
-1,186
| -0.6% | -$67.8K | 0.59% | 56 |
|
|
2019
Q1 | $11.7M | Sell |
198,444
-1,173
| -0.6% | -$69.4K | 0.63% | 53 |
|
|
2018
Q4 | $11.2M | Sell |
199,617
-9,816
| -5% | -$552K | 0.68% | 54 |
|
|
2018
Q3 | $11.2M | Sell |
209,433
-679
| -0.3% | -$36.3K | 0.58% | 58 |
|
|
2018
Q2 | $10.6M | Sell |
210,112
-270
| -0.1% | -$13.6K | 0.59% | 57 |
|
|
2018
Q1 | $10.1M | Sell |
210,382
-1,482
| -0.7% | -$70.9K | 0.57% | 63 |
|
|
2017
Q4 | $11.2M | Buy |
211,864
+49,181
| +30% | +$2.6M | 0.61% | 57 |
|
|
2017
Q3 | $8.05M | Sell |
162,683
-3,438
| -2% | -$170K | 0.49% | 70 |
|
|
2017
Q2 | $7.42M | Buy |
166,121
+10,738
| +7% | +$480K | 0.46% | 71 |
|
|
2017
Q1 | $7.58M | Buy |
155,383
+46
| +0% | +$2.24K | 0.48% | 68 |
|
|
2016
Q4 | $8.29M | Sell |
155,337
-1,284
| -0.8% | -$68.5K | 0.55% | 61 |
|
|
2016
Q3 | $8.14M | Buy |
156,621
+1,318
| +0.8% | +$68.5K | 0.55% | 61 |
|
|
2016
Q2 | $8.67M | Sell |
155,303
-3,920
| -2% | -$219K | 0.6% | 59 |
|
|
2016
Q1 | $8.61M | Sell |
159,223
-6,458
| -4% | -$349K | 0.58% | 61 |
|
|
2015
Q4 | $7.66M | Sell |
165,681
-5,815
| -3% | -$269K | 0.52% | 65 |
|
|
2015
Q3 | $7.46M | Buy |
171,496
+210
| +0.1% | +$9.14K | 0.53% | 64 |
|
|
2015
Q2 | $7.98M | Sell |
171,286
-1,442
| -0.8% | -$67.2K | 0.54% | 60 |
|
|
2015
Q1 | $8.4M | Buy |
172,728
+4,310
| +3% | +$210K | 0.55% | 60 |
|
|
2014
Q4 | $7.88M | Sell |
168,418
-2,640
| -2% | -$124K | 0.52% | 59 |
|
|
2014
Q3 | $8.55M | Sell |
171,058
-2,694
| -2% | -$135K | 0.58% | 53 |
|
|
2014
Q2 | $8.5M | Sell |
173,752
-5,325
| -3% | -$261K | 0.57% | 55 |
|
|
2014
Q1 | $8.52M | Buy |
179,077
+57,465
| +47% | +$2.73M | 0.6% | 53 |
|
|
2013
Q4 | $5.98M | Sell |
121,612
-6,555
| -5% | -$322K | 0.43% | 64 |
|
|
2013
Q3 | $5.98M | Sell |
128,167
-8,498
| -6% | -$397K | 0.48% | 63 |
|
|
2013
Q2 | $6.88M | Buy |
+136,665
| New | +$6.88M | 0.57% | 51 |
|