Convergence Investment Partners’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.57M Sell
36,220
-361
-1% -$15.6K 0.4% 85
2025
Q1
$1.66M Sell
36,581
-1,342
-4% -$60.9K 0.46% 66
2024
Q4
$1.52M Sell
37,923
-20,571
-35% -$823K 0.34% 108
2024
Q3
$2.63M Sell
58,494
-1,257
-2% -$56.5K 0.71% 39
2024
Q2
$2.46M Sell
59,751
-2,035
-3% -$83.9K 0.72% 35
2024
Q1
$2.59M Sell
61,786
-1,639
-3% -$68.8K 0.99% 26
2023
Q4
$2.39M Sell
63,425
-2,725
-4% -$103K 1.25% 21
2023
Q3
$2.14M Sell
66,150
-378
-0.6% -$12.3K 1.27% 22
2023
Q2
$2.47M Sell
66,528
-657
-1% -$24.4K 1.42% 16
2023
Q1
$2.61M Buy
67,185
+867
+1% +$33.7K 1.54% 14
2022
Q4
$2.61M Buy
66,318
+2,816
+4% +$111K 1.55% 14
2022
Q3
$2.41M Sell
63,502
-3,908
-6% -$148K 1.57% 13
2022
Q2
$3.42M Sell
67,410
-7,171
-10% -$364K 2.07% 5
2022
Q1
$3.8M Buy
74,581
+24,833
+50% +$1.26M 1.96% 4
2021
Q4
$2.59M Sell
49,748
-15,043
-23% -$782K 1.32% 17
2021
Q3
$3.5M Sell
64,791
-9,859
-13% -$532K 1.88% 3
2021
Q2
$4.18M Buy
74,650
+12,072
+19% +$676K 1.8% 4
2021
Q1
$3.64M Sell
62,578
-11,108
-15% -$646K 1.66% 6
2020
Q4
$4.33M Sell
73,686
-14,284
-16% -$839K 2.18% 3
2020
Q3
$5.23M Buy
87,970
+13,222
+18% +$787K 1.82% 4
2020
Q2
$4.12M Sell
74,748
-14,643
-16% -$807K 1.42% 10
2020
Q1
$4.8M Sell
89,391
-3,770
-4% -$203K 2.1% 4
2019
Q4
$5.72M Sell
93,161
-1,507
-2% -$92.5K 1.63% 5
2019
Q3
$5.71M Sell
94,668
-55,805
-37% -$3.37M 1.59% 4
2019
Q2
$8.6M Sell
150,473
-4,963
-3% -$284K 2.08% 1
2019
Q1
$9.19M Sell
155,436
-4,631
-3% -$274K 2.01% 1
2018
Q4
$9M Sell
160,067
-1,358
-0.8% -$76.3K 2.07% 1
2018
Q3
$8.62M Buy
161,425
+66,759
+71% +$3.56M 1.76% 4
2018
Q2
$4.76M Buy
94,666
+2,253
+2% +$113K 0.66% 38
2018
Q1
$4.42M Buy
92,413
+1,452
+2% +$69.4K 0.58% 44
2017
Q4
$4.82M Sell
90,961
-941
-1% -$49.8K 0.65% 29
2017
Q3
$4.55M Buy
91,902
+893
+1% +$44.2K 0.64% 28
2017
Q2
$4.06M Buy
91,009
+3,638
+4% +$162K 0.59% 32
2017
Q1
$4.26M Sell
87,371
-3,788
-4% -$185K 0.6% 31
2016
Q4
$4.87M Sell
91,159
-2,639
-3% -$141K 0.67% 27
2016
Q3
$4.88M Sell
93,798
-88,714
-49% -$4.61M 0.72% 24
2016
Q2
$10.2M Sell
182,512
-19,619
-10% -$1.1M 1.4% 3
2016
Q1
$10.9M Buy
202,131
+121,613
+151% +$6.58M 1.3% 4
2015
Q4
$3.72M Sell
80,518
-410
-0.5% -$19K 0.42% 86
2015
Q3
$3.52M Sell
80,928
-64,288
-44% -$2.8M 0.4% 88
2015
Q2
$6.77M Buy
145,216
+68,500
+89% +$3.19M 0.67% 29
2015
Q1
$3.73M Buy
76,716
+5,325
+7% +$259K 0.52% 51
2014
Q4
$3.34M Buy
71,391
+3,099
+5% +$145K 0.45% 65
2014
Q3
$3.41M Buy
68,292
+184
+0.3% +$9.2K 0.47% 58
2014
Q2
$3.33M Sell
68,108
-70,372
-51% -$3.44M 0.44% 64
2014
Q1
$6.59M Buy
138,480
+4,622
+3% +$220K 1% 12
2013
Q4
$6.58M Buy
133,858
+78,933
+144% +$3.88M 1.07% 11
2013
Q3
$2.56M Buy
54,925
+5,955
+12% +$278K 0.54% 43
2013
Q2
$2.47M Buy
+48,970
New +$2.47M 0.64% 33