Curi RMB Capital’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15.9M | Buy |
367,891
+27,349
| +8% | +$1.18M | 0.3% | 90 |
|
2025
Q1 | $15.4M | Buy |
340,542
+13,406
| +4% | +$608K | 0.38% | 77 |
|
2024
Q4 | $13.1M | Buy |
327,136
+59,889
| +22% | +$2.39M | 0.3% | 109 |
|
2024
Q3 | $12M | Sell |
267,247
-5,716
| -2% | -$257K | 0.27% | 117 |
|
2024
Q2 | $11.3M | Buy |
272,963
+1,646
| +0.6% | +$67.9K | 0.27% | 112 |
|
2024
Q1 | $11.4M | Buy |
271,317
+66,125
| +32% | +$2.77M | 0.26% | 115 |
|
2023
Q4 | $7.74M | Buy |
205,192
+23,203
| +13% | +$875K | 0.24% | 116 |
|
2023
Q3 | $5.9M | Sell |
181,989
-7,462
| -4% | -$242K | 0.2% | 127 |
|
2023
Q2 | $7.05M | Buy |
189,451
+12,222
| +7% | +$455K | 0.23% | 117 |
|
2023
Q1 | $6.89M | Buy |
177,229
+55,076
| +45% | +$2.14M | 0.24% | 114 |
|
2022
Q4 | $4.81M | Buy |
122,153
+46,254
| +61% | +$1.82M | 0.17% | 137 |
|
2022
Q3 | $2.88M | Buy |
75,899
+21,560
| +40% | +$819K | 0.11% | 185 |
|
2022
Q2 | $2.76M | Buy |
54,339
+326
| +0.6% | +$16.5K | 0.09% | 187 |
|
2022
Q1 | $2.75M | Sell |
54,013
-18,375
| -25% | -$936K | 0.09% | 169 |
|
2021
Q4 | $3.76M | Sell |
72,388
-485
| -0.7% | -$25.2K | 0.11% | 150 |
|
2021
Q3 | $3.94M | Buy |
72,873
+42,840
| +143% | +$2.31M | 0.13% | 147 |
|
2021
Q2 | $1.68M | Sell |
30,033
-29,268
| -49% | -$1.64M | 0.06% | 228 |
|
2021
Q1 | $3.45M | Buy |
59,301
+18,300
| +45% | +$1.06M | 0.13% | 152 |
|
2020
Q4 | $2.41M | Buy |
41,001
+11,755
| +40% | +$691K | 0.09% | 193 |
|
2020
Q3 | $1.74M | Buy |
29,246
+22,712
| +348% | +$1.35M | 0.08% | 211 |
|
2020
Q2 | $360K | Sell |
6,534
-4,265
| -39% | -$235K | 0.02% | 448 |
|
2020
Q1 | $580K | Sell |
10,799
-64
| -0.6% | -$3.44K | 0.03% | 369 |
|
2019
Q4 | $667K | Sell |
10,863
-3,533
| -25% | -$217K | 0.02% | 396 |
|
2019
Q3 | $869K | Buy |
14,396
+364
| +3% | +$22K | 0.02% | 385 |
|
2019
Q2 | $802K | Sell |
14,032
-23,520
| -63% | -$1.34M | 0.02% | 425 |
|
2019
Q1 | $2.22M | Buy |
37,552
+3,989
| +12% | +$236K | 0.06% | 290 |
|
2018
Q4 | $1.89M | Sell |
33,563
-9,972
| -23% | -$561K | 0.05% | 330 |
|
2018
Q3 | $2.32M | Sell |
43,535
-4,376
| -9% | -$234K | 0.06% | 320 |
|
2018
Q2 | $2.41M | Sell |
47,911
-2,528
| -5% | -$127K | 0.06% | 314 |
|
2018
Q1 | $2.41M | Sell |
50,439
-33,266
| -40% | -$1.59M | 0.06% | 324 |
|
2017
Q4 | $4.43M | Buy |
83,705
+20,463
| +32% | +$1.08M | 0.12% | 223 |
|
2017
Q3 | $3.13M | Buy |
63,242
+2,007
| +3% | +$99.3K | 0.08% | 272 |
|
2017
Q2 | $2.74M | Buy |
61,235
+15,856
| +35% | +$708K | 0.08% | 294 |
|
2017
Q1 | $2.21M | Buy |
45,379
+3,851
| +9% | +$188K | 0.09% | 183 |
|
2016
Q4 | $2.22M | Sell |
41,528
-11,114
| -21% | -$593K | 0.12% | 154 |
|
2016
Q3 | $2.74M | Buy |
+52,642
| New | +$2.74M | 0.15% | 140 |
|
2014
Q3 | – | Sell |
-17,791
| Closed | -$871K | – | 440 |
|
2014
Q2 | $871K | Sell |
17,791
-1,572
| -8% | -$77K | 0.06% | 279 |
|
2014
Q1 | $922K | Buy |
+19,363
| New | +$922K | 0.06% | 238 |
|