Dakota Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.35M | Buy |
169,957
+17,286
| +11% | +$748K | 0.15% | 119 |
|
|
2025
Q1 | $6.93M | Sell |
152,671
-6,363
| -4% | -$289K | 0.16% | 117 |
|
|
2024
Q4 | $6.36M | Sell |
159,034
-20,033
| -11% | -$801K | 0.15% | 127 |
|
|
2024
Q3 | $8.04M | Sell |
179,067
-5,539
| -3% | -$249K | 0.18% | 111 |
|
|
2024
Q2 | $7.61M | Buy |
184,606
+3,245
| +2% | +$134K | 0.18% | 106 |
|
|
2024
Q1 | $7.61M | Buy |
181,361
+31,756
| +21% | +$1.33M | 0.19% | 113 |
|
|
2023
Q4 | $5.64M | Sell |
149,605
-14,496
| -9% | -$547K | 0.22% | 113 |
|
|
2023
Q3 | $5.32M | Buy |
164,101
+14,083
| +9% | +$456K | 0.23% | 109 |
|
|
2023
Q2 | $5.58M | Buy |
150,018
+48,359
| +48% | +$1.8M | 0.26% | 97 |
|
|
2023
Q1 | $3.95M | Sell |
101,659
-1,082
| -1% | -$42.1K | 0.26% | 99 |
|
|
2022
Q4 | $4.05M | Sell |
102,741
-15,563
| -13% | -$613K | 0.29% | 85 |
|
|
2022
Q3 | $4.49M | Buy |
118,304
+18,780
| +19% | +$713K | 0.36% | 68 |
|
|
2022
Q2 | $5.05M | Buy |
99,524
+5,453
| +6% | +$277K | 0.47% | 54 |
|
|
2022
Q1 | $4.79M | Buy |
94,071
+79,932
| +565% | +$4.07M | 0.39% | 73 |
|
|
2021
Q4 | $734K | Sell |
14,139
-52,368
| -79% | -$2.72M | 0.08% | 204 |
|
|
2021
Q3 | $3.59M | Buy |
66,507
+1,196
| +2% | +$64.6K | 0.41% | 66 |
|
|
2021
Q2 | $3.66M | Buy |
65,311
+7,661
| +13% | +$429K | 0.44% | 65 |
|
|
2021
Q1 | $3.35M | Sell |
57,650
-94,254
| -62% | -$5.48M | 0.44% | 64 |
|
|
2020
Q4 | $8.92M | Buy |
151,904
+16,193
| +12% | +$951K | 1.16% | 19 |
|
|
2020
Q3 | $8.07M | Buy |
135,711
+57,468
| +73% | +$3.42M | 1.27% | 17 |
|
|
2020
Q2 | $4.31M | Buy |
78,243
+1,698
| +2% | +$93.6K | 0.74% | 37 |
|
|
2020
Q1 | $4.11M | Sell |
76,545
-79,390
| -51% | -$4.27M | 0.9% | 32 |
|
|
2019
Q4 | $9.58M | Buy |
155,935
+2,155
| +1% | +$132K | 1.54% | 10 |
|
|
2019
Q3 | $9.28M | Buy |
153,780
+3,705
| +2% | +$224K | 1.6% | 13 |
|
|
2019
Q2 | $8.58M | Buy |
150,075
+12,302
| +9% | +$703K | 1.64% | 14 |
|
|
2019
Q1 | $8.15M | Buy |
137,773
+35,897
| +35% | +$2.12M | 1.62% | 13 |
|
|
2018
Q4 | $5.48M | Buy |
101,876
+779
| +0.8% | +$41.9K | 1.24% | 20 |
|
|
2018
Q3 | $5.4M | Buy |
101,097
+70,558
| +231% | +$3.77M | 1.21% | 20 |
|
|
2018
Q2 | $1.54M | Buy |
30,539
+23,913
| +361% | +$1.2M | 0.43% | 57 |
|
|
2018
Q1 | $317K | Buy |
6,626
+30
| +0.5% | +$1.44K | 0.16% | 63 |
|
|
2017
Q4 | $349K | Hold |
6,596
| – | – | 0.19% | 54 |
|
|
2017
Q3 | $326K | Buy |
6,596
+205
| +3% | +$10.1K | 0.18% | 51 |
|
|
2017
Q2 | $285K | Buy |
6,391
+22
| +0.3% | +$981 | 0.16% | 53 |
|
|
2017
Q1 | $310K | Hold |
6,369
| – | – | 0.18% | 52 |
|
|
2016
Q4 | $340K | Hold |
6,369
| – | – | 0.22% | 41 |
|
|
2016
Q3 | $331K | Buy |
6,369
+300
| +5% | +$15.6K | 0.21% | 42 |
|
|
2016
Q2 | $339K | Hold |
6,069
| – | – | 0.23% | 41 |
|
|
2016
Q1 | $328K | Hold |
6,069
| – | – | 0.24% | 41 |
|
|
2015
Q4 | $281K | Hold |
6,069
| – | – | 0.19% | 44 |
|
|
2015
Q3 | $264K | Hold |
6,069
| – | – | 0.18% | 43 |
|
|
2015
Q2 | $283K | Buy |
6,069
+488
| +9% | +$22.8K | 0.17% | 46 |
|
|
2015
Q1 | $271K | Sell |
5,581
-185
| -3% | -$8.98K | 0.16% | 46 |
|
|
2014
Q4 | $269K | Buy |
+5,766
| New | +$269K | 0.17% | 48 |
|