Copperwynd Financial’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $785K | Sell |
18,136
-5,322
| -23% | -$230K | 0.2% | 94 |
|
|
2025
Q1 | $1.06M | Buy |
23,458
+10,338
| +79% | +$430K | 0.29% | 64 |
|
|
2024
Q4 | $525K | Sell |
13,120
-3,562
| -21% | -$150K | 0.14% | 99 |
|
|
2024
Q3 | $749K | Sell |
16,682
-959
| -5% | -$40K | 0.23% | 90 |
|
|
2024
Q2 | $715K | Buy |
17,641
+2,625
| +17% | +$106K | 0.23% | 88 |
|
|
2024
Q1 | $630K | Buy |
15,016
+2,700
| +22% | +$109K | 0.23% | 92 |
|
|
2023
Q4 | $464K | Sell |
12,316
-369
| -3% | -$13.1K | 0.18% | 103 |
|
|
2023
Q3 | $411K | Buy |
12,685
+596
| +5% | +$20.1K | 0.19% | 98 |
|
|
2023
Q2 | $450K | Buy |
12,089
+875
| +8% | +$32.4K | 0.21% | 103 |
|
|
2023
Q1 | $436K | Buy |
11,214
+1,816
| +19% | +$71.6K | 0.22% | 107 |
|
|
2022
Q4 | $370K | Sell |
9,398
-1,621
| -15% | -$61.1K | 0.21% | 100 |
|
|
2022
Q3 | $418K | Sell |
11,019
-483
| -4% | -$21.5K | 0.24% | 90 |
|
|
2022
Q2 | $584K | Sell |
11,502
-80
| -0.7% | -$4.05K | 0.34% | 67 |
|
|
2022
Q1 | $590K | Buy |
11,582
+994
| +9% | +$52.7K | 0.24% | 92 |
|
|
2021
Q4 | $550K | Buy |
10,588
+898
| +9% | +$46.9K | 0.21% | 91 |
|
|
2021
Q3 | $523K | Buy |
9,690
+806
| +9% | +$44.6K | 0.22% | 93 |
|
|
2021
Q2 | $498K | Buy |
8,884
+339
| +4% | +$19.5K | 0.21% | 99 |
|
|
2021
Q1 | $497K | Sell |
8,545
-37
| -0.4% | -$2.09K | 0.22% | 83 |
|
|
2020
Q4 | $504K | Sell |
8,582
-171
| -2% | -$10.2K | 0.24% | 73 |
|
|
2020
Q3 | $521K | Sell |
8,753
-163
| -2% | -$9.47K | 0.28% | 57 |
|
|
2020
Q2 | $492K | Sell |
8,916
-639
| -7% | -$35.9K | 0.28% | 56 |
|
|
2020
Q1 | $513K | Sell |
9,555
-674
| -7% | -$38.6K | 0.24% | 28 |
|
|
2019
Q4 | $628K | Buy |
10,229
+304
| +3% | +$18.3K | 0.33% | 56 |
|
|
2019
Q3 | $601K | Sell |
9,925
-22,984
| -70% | -$1.32M | 0.34% | 55 |
|
|
2019
Q2 | $1.88M | Buy |
32,909
+1,418
| +5% | +$81.7K | 1.08% | 20 |
|
|
2019
Q1 | $1.86M | Buy |
31,491
+22,025
| +233% | +$1.25M | 1.12% | 22 |
|
|
2018
Q4 | $532K | Sell |
9,466
-46
| -0.5% | -$2.61K | 0.33% | 28 |
|
|
2018
Q3 | $508K | Buy |
9,512
+287
| +3% | +$15.2K | 0.31% | 46 |
|
|
2018
Q2 | $464K | Buy |
9,225
+114
| +1% | +$5.52K | 0.33% | 40 |
|
|
2018
Q1 | $436K | Sell |
9,111
-449
| -5% | -$22.6K | 0.3% | 48 |
|
|
2017
Q4 | $506K | Buy |
+9,560
| New | +$470K | 0.37% | 33 |
|
Other funds holding VZ
Copperwynd Financial's VZ Position: Q2 2025 in Review
Copperwynd Financial reduced its Verizon (VZ) stake by 23% in Q2 2025, selling an estimated $230K and leaving 18,136 shares worth $785K. The position accounts for 0.2% of the portfolio, ranked #94.
Copperwynd Financial first reported a position in VZ in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.88M in Q2 2019. 3,038 funds tracked by Wall St. Rank hold VZ as of Q2 2025.
- Copperwynd Financial held 18,136 shares of Verizon worth $785K as of Q2 2025.
- Copperwynd Financial sold 5,322 Verizon shares in Q2 2025, an estimated $230K.
- Verizon made up 0.2% of Copperwynd Financial's portfolio in Q2 2025, its #94 holding.
- Copperwynd Financial first reported a position in Verizon in Q4 2017 and has held it in 31 quarters since.
- Copperwynd Financial's Verizon position peaked at $1.88M in Q2 2019.
- 3,038 funds tracked by Wall St. Rank held Verizon as of Q2 2025.
Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.