Crestwood Advisors Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $780K | Buy |
18,035
+2,535
| +16% | +$110K | 0.01% | 296 |
|
|
2025
Q1 | $703K | Buy |
15,500
+1,572
| +11% | +$71.3K | 0.01% | 302 |
|
|
2024
Q4 | $557K | Buy |
13,928
+830
| +6% | +$33.2K | 0.01% | 291 |
|
|
2024
Q3 | $588K | Buy |
13,098
+2,730
| +26% | +$123K | 0.01% | 276 |
|
|
2024
Q2 | $428K | Sell |
10,368
-2,814
| -21% | -$116K | 0.01% | 301 |
|
|
2024
Q1 | $553K | Buy |
13,182
+3,761
| +40% | +$158K | 0.01% | 264 |
|
|
2023
Q4 | $355K | Sell |
9,421
-4,226
| -31% | -$159K | 0.01% | 309 |
|
|
2023
Q3 | $442K | Buy |
13,647
+3,364
| +33% | +$109K | 0.01% | 251 |
|
|
2023
Q2 | $382K | Sell |
10,283
-801
| -7% | -$29.8K | 0.01% | 197 |
|
|
2023
Q1 | $431K | Sell |
11,084
-2,443
| -18% | -$95K | 0.01% | 194 |
|
|
2022
Q4 | $533K | Sell |
13,527
-7,060
| -34% | -$278K | 0.02% | 184 |
|
|
2022
Q3 | $782K | Sell |
20,587
-4,687
| -19% | -$178K | 0.03% | 154 |
|
|
2022
Q2 | $1.28M | Sell |
25,274
-633
| -2% | -$32.1K | 0.04% | 133 |
|
|
2022
Q1 | $1.32M | Sell |
25,907
-3,473
| -12% | -$177K | 0.04% | 141 |
|
|
2021
Q4 | $1.53M | Sell |
29,380
-51,029
| -63% | -$2.65M | 0.04% | 136 |
|
|
2021
Q3 | $4.34M | Sell |
80,409
-5,678
| -7% | -$307K | 0.12% | 99 |
|
|
2021
Q2 | $4.82M | Sell |
86,087
-10,223
| -11% | -$573K | 0.14% | 96 |
|
|
2021
Q1 | $5.6M | Sell |
96,310
-12,083
| -11% | -$703K | 0.18% | 92 |
|
|
2020
Q4 | $6.37M | Sell |
108,393
-15,851
| -13% | -$931K | 0.21% | 88 |
|
|
2020
Q3 | $7.39M | Sell |
124,244
-1,520
| -1% | -$90.4K | 0.28% | 79 |
|
|
2020
Q2 | $6.93M | Sell |
125,764
-337
| -0.3% | -$18.6K | 0.28% | 80 |
|
|
2020
Q1 | $6.78M | Sell |
126,101
-4,783
| -4% | -$257K | 0.34% | 77 |
|
|
2019
Q4 | $8.04M | Buy |
130,884
+46,387
| +55% | +$2.85M | 0.32% | 79 |
|
|
2019
Q3 | $5.1M | Buy |
84,497
+3,186
| +4% | +$192K | 0.22% | 91 |
|
|
2019
Q2 | $4.65M | Buy |
81,311
+72,087
| +782% | +$4.12M | 0.21% | 93 |
|
|
2019
Q1 | $545K | Buy |
9,224
+5,191
| +129% | +$307K | 0.04% | 103 |
|
|
2018
Q4 | $227K | Sell |
4,033
-995
| -20% | -$56K | 0.02% | 143 |
|
|
2018
Q3 | $268K | Sell |
5,028
-852
| -14% | -$45.4K | 0.02% | 141 |
|
|
2018
Q2 | $307K | Sell |
5,880
-4,289
| -42% | -$224K | 0.02% | 128 |
|
|
2018
Q1 | $486K | Sell |
10,169
-905
| -8% | -$43.3K | 0.04% | 104 |
|
|
2017
Q4 | $586K | Sell |
11,074
-438
| -4% | -$23.2K | 0.05% | 99 |
|
|
2017
Q3 | $570K | Buy |
11,512
+2,022
| +21% | +$100K | 0.05% | 98 |
|
|
2017
Q2 | $455K | Sell |
9,490
-683
| -7% | -$32.7K | 0.04% | 103 |
|
|
2017
Q1 | $467K | Sell |
10,173
-653
| -6% | -$30K | 0.04% | 98 |
|
|
2016
Q4 | $578K | Sell |
10,826
-149
| -1% | -$7.96K | 0.06% | 93 |
|
|
2016
Q3 | $570K | Buy |
10,975
+1,617
| +17% | +$84K | 0.07% | 74 |
|
|
2016
Q2 | $523K | Sell |
9,358
-2,565
| -22% | -$143K | 0.06% | 78 |
|
|
2016
Q1 | $645K | Buy |
11,923
+1,685
| +16% | +$91.2K | 0.08% | 78 |
|
|
2015
Q4 | $473K | Sell |
10,238
-935
| -8% | -$43.2K | 0.06% | 99 |
|
|
2015
Q3 | $486K | Sell |
11,173
-320
| -3% | -$13.9K | 0.06% | 88 |
|
|
2015
Q2 | $536K | Sell |
11,493
-2,450
| -18% | -$114K | 0.07% | 83 |
|
|
2015
Q1 | $678K | Sell |
13,943
-1,645
| -11% | -$80K | 0.1% | 67 |
|
|
2014
Q4 | $729K | Buy |
15,588
+835
| +6% | +$39.1K | 0.11% | 64 |
|
|
2014
Q3 | $738K | Buy |
14,753
+3,097
| +27% | +$155K | 0.12% | 64 |
|
|
2014
Q2 | $570K | Buy |
11,656
+749
| +7% | +$36.6K | 0.09% | 67 |
|
|
2014
Q1 | $519K | Buy |
10,907
+2,817
| +35% | +$134K | 0.08% | 70 |
|
|
2013
Q4 | $398K | Sell |
8,090
-4,489
| -36% | -$221K | 0.06% | 85 |
|
|
2013
Q3 | $587K | Buy |
12,579
+4,022
| +47% | +$188K | 0.1% | 66 |
|
|
2013
Q2 | $431K | Buy |
+8,557
| New | +$431K | 0.08% | 78 |
|