Columbia Asset Management’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.07M Buy
140,239
+4,916
+4% +$213K 1.19% 22
2025
Q1
$6.14M Buy
135,323
+4,936
+4% +$224K 1.2% 19
2024
Q4
$5.21M Sell
130,387
-11,143
-8% -$446K 0.95% 28
2024
Q3
$6.36M Buy
141,530
+2,227
+2% +$100K 1.11% 24
2024
Q2
$5.75M Buy
139,303
+23,230
+20% +$958K 1.07% 27
2024
Q1
$4.38M Hold
116,073
0.89% 34
2023
Q4
$4.38M Buy
116,073
+7,562
+7% +$285K 0.89% 34
2023
Q3
$3.52M Buy
108,511
+9,915
+10% +$321K 0.78% 39
2023
Q2
$3.67M Sell
98,596
-9,580
-9% -$356K 0.78% 37
2023
Q1
$4.21M Buy
108,176
+14,065
+15% +$547K 0.95% 35
2022
Q4
$3.71M Buy
94,111
+13,820
+17% +$545K 0.9% 36
2022
Q3
$3.05M Sell
80,291
-4,462
-5% -$169K 0.8% 39
2022
Q2
$4.3M Buy
+84,753
New +$4.3M 1.09% 29
2021
Q4
$4.33M Sell
83,338
-425
-0.5% -$22.1K 0.88% 38
2021
Q3
$4.52M Buy
83,763
+685
+0.8% +$37K 0.99% 33
2021
Q2
$4.66M Sell
83,078
-15,434
-16% -$865K 1.03% 32
2021
Q1
$5.73M Buy
98,512
+9,733
+11% +$566K 1.04% 29
2020
Q4
$5.22M Buy
88,779
+3,058
+4% +$180K 1.05% 31
2020
Q3
$5.1M Buy
85,721
+839
+1% +$49.9K 1.17% 27
2020
Q2
$4.68M Buy
84,882
+3,446
+4% +$190K 1.12% 28
2020
Q1
$4.38M Buy
81,436
+4,253
+6% +$229K 1.08% 28
2019
Q4
$47.4K Buy
77,183
+492
+0.6% +$302 1.14% 28
2019
Q3
$4.63M Buy
76,691
+168
+0.2% +$10.1K 1.2% 27
2019
Q2
$4.37M Sell
76,523
-99
-0.1% -$5.66K 1.15% 27
2019
Q1
$4.53M Buy
76,622
+1,195
+2% +$70.7K 1.21% 26
2018
Q4
$4.24M Buy
75,427
+2,412
+3% +$136K 1.29% 26
2018
Q3
$3.9M Buy
73,015
+4,472
+7% +$239K 1.02% 34
2018
Q2
$3.45M Buy
68,543
+3,774
+6% +$190K 1% 34
2018
Q1
$3.1M Buy
64,769
+1,139
+2% +$54.5K 0.91% 35
2017
Q4
$3.37M Sell
63,630
-1,545
-2% -$81.8K 0.97% 34
2017
Q3
$3.23M Buy
65,175
+5,424
+9% +$268K 0.99% 34
2017
Q2
$2.67M Buy
59,751
+454
+0.8% +$20.3K 0.86% 39
2017
Q1
$2.89M Sell
59,297
-341
-0.6% -$16.6K 0.97% 36
2016
Q4
$3.18M Buy
59,638
+1,148
+2% +$61.3K 1.07% 33
2016
Q3
$3.04M Sell
58,490
-308
-0.5% -$16K 1.07% 31
2016
Q2
$3.28M Sell
58,798
-609
-1% -$34K 1.17% 27
2016
Q1
$3.21M Buy
59,407
+2,807
+5% +$152K 1.18% 25
2015
Q4
$2.62M Sell
56,600
-496
-0.9% -$22.9K 1.05% 28
2015
Q3
$2.48M Buy
57,096
+1,259
+2% +$54.8K 1.01% 29
2015
Q2
$2.6M Sell
55,837
-166
-0.3% -$7.74K 0.99% 30
2015
Q1
$2.72M Buy
56,003
+560
+1% +$27.2K 1.02% 28
2014
Q4
$2.59M Buy
55,443
+38
+0.1% +$1.78K 1% 31
2014
Q3
$2.77M Buy
55,405
+1,113
+2% +$55.6K 1.12% 26
2014
Q2
$2.66M Buy
54,292
+2,304
+4% +$113K 1.08% 26
2014
Q1
$2.47M Buy
51,988
+7,831
+18% +$373K 1.08% 30
2013
Q4
$2.17M Buy
+44,157
New +$2.17M 0.96% 33