Colonial Trust 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 | $3.04M | Sell |
70,242
-6,349
| -8% | -$275K | 0.25% | 84 |
|
|
2025
Q1 | $3.47M | Sell |
76,591
-20,705
| -21% | -$939K | 0.31% | 79 |
|
|
2024
Q4 | $3.89M | Sell |
97,296
-36,523
| -27% | -$1.46M | 0.34% | 73 |
|
|
2024
Q3 | $6.01M | Buy |
133,819
+778
| +0.6% | +$34.9K | 0.52% | 59 |
|
|
2024
Q2 | $5.49M | Sell |
133,041
-422
| -0.3% | -$17.4K | 0.53% | 58 |
|
|
2024
Q1 | $5.6M | Sell |
133,463
-8,522
| -6% | -$358K | 0.55% | 57 |
|
|
2023
Q4 | $5.35M | Sell |
141,985
-11,824
| -8% | -$446K | 0.57% | 56 |
|
|
2023
Q3 | $4.98M | Sell |
153,809
-5,058
| -3% | -$164K | 0.57% | 57 |
|
|
2023
Q2 | $5.91M | Sell |
158,867
-12,178
| -7% | -$453K | 0.66% | 50 |
|
|
2023
Q1 | $6.65M | Buy |
171,045
+852
| +0.5% | +$33.1K | 0.78% | 40 |
|
|
2022
Q4 | $6.71M | Sell |
170,193
-1,132
| -0.7% | -$44.6K | 0.82% | 33 |
|
|
2022
Q3 | $6.51M | Buy |
171,325
+9,336
| +6% | +$354K | 0.88% | 35 |
|
|
2022
Q2 | $8.22M | Sell |
161,989
-335
| -0.2% | -$17K | 1.16% | 26 |
|
|
2022
Q1 | $8.27M | Buy |
162,324
+659
| +0.4% | +$33.6K | 0.98% | 30 |
|
|
2021
Q4 | $8.4M | Buy |
161,665
+630
| +0.4% | +$32.7K | 0.94% | 31 |
|
|
2021
Q3 | $8.7M | Sell |
161,035
-1,559
| -1% | -$84.2K | 1.07% | 28 |
|
|
2021
Q2 | $9.11M | Buy |
162,594
+43
| +0% | +$2.41K | 1.11% | 22 |
|
|
2021
Q1 | $9.45M | Buy |
162,551
+444
| +0.3% | +$25.8K | 1.24% | 21 |
|
|
2020
Q4 | $9.52M | Buy |
162,107
+2,937
| +2% | +$173K | 1.32% | 20 |
|
|
2020
Q3 | $9.47M | Buy |
159,170
+2,092
| +1% | +$124K | 1.49% | 18 |
|
|
2020
Q2 | $8.66M | Buy |
157,078
+3,222
| +2% | +$178K | 1.48% | 19 |
|
|
2020
Q1 | $8.27M | Buy |
153,856
+3,511
| +2% | +$189K | 1.73% | 18 |
|
|
2019
Q4 | $9.23M | Sell |
150,345
-630
| -0.4% | -$38.7K | 1.53% | 21 |
|
|
2019
Q3 | $9.11M | Buy |
150,975
+1,443
| +1% | +$87.1K | 1.61% | 20 |
|
|
2019
Q2 | $8.54M | Buy |
149,532
+1,894
| +1% | +$108K | 1.55% | 22 |
|
|
2019
Q1 | $8.73M | Buy |
147,638
+19,841
| +16% | +$1.17M | 1.66% | 20 |
|
|
2018
Q4 | $7.19M | Sell |
127,797
-15,036
| -11% | -$845K | 1.75% | 17 |
|
|
2018
Q3 | $7.63M | Sell |
142,833
-1,026
| -0.7% | -$54.8K | 1.43% | 22 |
|
|
2018
Q2 | $7.24M | Buy |
143,859
+903
| +0.6% | +$45.4K | 1.43% | 23 |
|
|
2018
Q1 | $6.84M | Sell |
142,956
-35,199
| -20% | -$1.68M | 1.39% | 24 |
|
|
2017
Q4 | $9.43M | Buy |
178,155
+37,927
| +27% | +$2.01M | 1.46% | 22 |
|
|
2017
Q3 | $6.94M | Sell |
140,228
-3,078
| -2% | -$152K | 1.52% | 19 |
|
|
2017
Q2 | $6.4M | Buy |
143,306
+27,372
| +24% | +$1.22M | 1.45% | 21 |
|
|
2017
Q1 | $5.34M | Sell |
115,934
-37
| -0% | -$1.7K | 1.64% | 20 |
|
|
2016
Q4 | $6.19M | Sell |
115,971
-2,853
| -2% | -$152K | 2% | 13 |
|
|
2016
Q3 | $6.18M | Buy |
118,824
+1,156
| +1% | +$60.1K | 1.94% | 12 |
|
|
2016
Q2 | $6.57M | Buy |
117,668
+196
| +0.2% | +$10.9K | 2.1% | 9 |
|
|
2016
Q1 | $6.35M | Sell |
117,472
-109
| -0.1% | -$5.9K | 2.07% | 12 |
|
|
2015
Q4 | $5.44M | Sell |
117,581
-3,750
| -3% | -$173K | 1.81% | 14 |
|
|
2015
Q3 | $5.28M | Buy |
121,331
+400
| +0.3% | +$17.4K | 1.77% | 15 |
|
|
2015
Q2 | $5.64M | Buy |
120,931
+700
| +0.6% | +$32.6K | 1.75% | 16 |
|
|
2015
Q1 | $5.85M | Buy |
120,231
+23,491
| +24% | +$1.14M | 1.79% | 14 |
|
|
2014
Q4 | $4.53M | Sell |
96,740
-25,200
| -21% | -$1.18M | 1.75% | 15 |
|
|
2014
Q3 | $6.1M | Sell |
121,940
-700
| -0.6% | -$35K | 1.89% | 14 |
|
|
2014
Q2 | $6M | Sell |
122,640
-2,972
| -2% | -$145K | 1.82% | 17 |
|
|
2014
Q1 | $5.98M | Sell |
125,612
-1,804
| -1% | -$85.8K | 1.87% | 17 |
|
|
2013
Q4 | $6.26M | Buy |
127,416
+429
| +0.3% | +$21.1K | 1.97% | 16 |
|
|
2013
Q3 | $5.93M | Buy |
126,987
+1,421
| +1% | +$66.3K | 2.01% | 16 |
|
|
2013
Q2 | $6.32M | Buy |
+125,566
| New | +$6.32M | 2.24% | 9 |
|