Connecticut Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $280K | Buy |
6,623
+386
| +6% | +$18.1K | 0.01% | 300 |
|
|
2026
Q1 | $313K | Buy |
+6,237
| New | +$289K | 0.01% | 274 |
|
|
2025
Q4 | – | Sell |
-4,745
| Closed | -$209K | – | 327 |
|
|
2025
Q3 | $209K | Buy |
+4,745
| New | +$205K | 0.01% | 312 |
|
|
2025
Q2 | – | Sell |
-4,544
| Closed | -$206K | – | 319 |
|
|
2025
Q1 | $206K | Buy |
+4,544
| New | +$189K | 0.01% | 294 |
|
|
2024
Q4 | – | Sell |
-5,214
| Closed | -$234K | – | 329 |
|
|
2024
Q3 | $234K | Sell |
5,214
-867
| -14% | -$36.2K | 0.01% | 293 |
|
|
2024
Q2 | $251K | Buy |
6,081
+1,257
| +26% | +$50.7K | 0.01% | 286 |
|
|
2024
Q1 | $202K | Sell |
4,824
-1,661
| -26% | -$67K | 0.01% | 314 |
|
|
2023
Q4 | $244K | Sell |
6,485
-157
| -2% | -$5.55K | 0.01% | 286 |
|
|
2023
Q3 | $215K | Buy |
6,642
+570
| +9% | +$19.3K | 0.01% | 277 |
|
|
2023
Q2 | $226K | Buy |
6,072
+406
| +7% | +$15K | 0.02% | 236 |
|
|
2023
Q1 | $220K | Sell |
5,666
-201
| -3% | -$7.93K | 0.02% | 234 |
|
|
2022
Q4 | $231K | Sell |
5,867
-1,964
| -25% | -$74K | 0.02% | 183 |
|
|
2022
Q3 | $297K | Sell |
7,831
-2,118
| -21% | -$94.3K | 0.03% | 150 |
|
|
2022
Q2 | $505K | Buy |
9,949
+2,881
| +41% | +$146K | 0.04% | 120 |
|
|
2022
Q1 | $360K | Buy |
7,068
+720
| +11% | +$38.1K | 0.03% | 140 |
|
|
2021
Q4 | $330K | Sell |
6,348
-1,478
| -19% | -$77.1K | 0.03% | 154 |
|
|
2021
Q3 | $423K | Buy |
7,826
+607
| +8% | +$33.6K | 0.04% | 126 |
|
|
2021
Q2 | $405K | Sell |
7,219
-7,972
| -52% | -$458K | 0.04% | 127 |
|
|
2021
Q1 | $883K | Sell |
15,191
-1,579
| -9% | -$89.1K | 0.08% | 70 |
|
|
2020
Q4 | $985K | Sell |
16,770
-346
| -2% | -$20.6K | 0.1% | 76 |
|
|
2020
Q3 | $1.02M | Buy |
17,116
+9,724
| +132% | +$565K | 0.11% | 79 |
|
|
2020
Q2 | $407K | Sell |
7,392
-477
| -6% | -$26.8K | 0.05% | 101 |
|
|
2020
Q1 | $423K | Buy |
7,869
+22
| +0.3% | +$1.26K | 0.06% | 98 |
|
|
2019
Q4 | $482K | Buy |
7,847
+105
| +1% | +$6.33K | 0.05% | 109 |
|
|
2019
Q3 | $467K | Buy |
7,742
+2,243
| +41% | +$129K | 0.06% | 106 |
|
|
2019
Q2 | $314K | Buy |
5,499
+1,835
| +50% | +$106K | 0.04% | 123 |
|
|
2019
Q1 | $217K | Buy |
3,664
+20
| +0.5% | +$1.13K | 0.07% | 66 |
|
|
2018
Q4 | $205K | Sell |
3,644
-63
| -2% | -$3.58K | 0.09% | 72 |
|
|
2018
Q3 | $200K | Buy |
+3,707
| New | +$196K | 0.09% | 68 |
|
|
2018
Q2 | – | Sell |
-4,861
| Closed | -$229K | – | 68 |
|
|
2018
Q1 | $229K | Buy |
4,861
+413
| +9% | +$20.8K | 0.13% | 59 |
|
|
2017
Q4 | $233K | Sell |
4,448
-1,011
| -19% | -$49.7K | 0.12% | 54 |
|
|
2017
Q3 | $268K | Sell |
5,459
-1,138
| -17% | -$53.5K | 0.16% | 53 |
|
|
2017
Q2 | $285K | Buy |
6,597
+162
| +3% | +$7.55K | 0.17% | 49 |
|
|
2017
Q1 | $315K | Sell |
6,435
-193
| -3% | -$9.68K | 0.19% | 49 |
|
|
2016
Q4 | $348K | Sell |
6,628
-17
| -0.3% | -$850 | 0.22% | 45 |
|
|
2016
Q3 | $341K | Buy |
+6,645
| New | +$357K | 0.25% | 41 |
|
Other funds holding VZ
SLAM
Connecticut Wealth Management's VZ Position: Q2 2026 in Review
Connecticut Wealth Management increased its Verizon (VZ) stake by 6.2% in Q2 2026, buying an estimated $18.1K and bringing the position to 6,623 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #300.
Connecticut Wealth Management first reported a position in VZ in Q3 2016 and has held it in 36 quarters since. The position peaked at $1.02M in Q3 2020. 1,542 funds tracked by Wall St. Rank hold VZ as of Q2 2026.
- Connecticut Wealth Management held 6,623 shares of Verizon worth $280K as of Q2 2026.
- Connecticut Wealth Management bought 386 Verizon shares in Q2 2026, an estimated $18.1K.
- Verizon made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #300 holding.
- Connecticut Wealth Management first reported a position in Verizon in Q3 2016 and has held it in 36 quarters since.
- Connecticut Wealth Management's Verizon position peaked at $1.02M in Q3 2020.
- 1,542 funds tracked by Wall St. Rank held Verizon as of Q2 2026.
Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.