Destination 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 | $22.6M | Buy |
521,902
+10,204
| +2% | +$442K | 0.66% | 56 |
|
2025
Q1 | $23.2M | Buy |
511,698
+21,399
| +4% | +$971K | 0.73% | 51 |
|
2024
Q4 | $19.6M | Buy |
490,299
+1,441
| +0.3% | +$57.6K | 0.61% | 57 |
|
2024
Q3 | $22M | Buy |
488,858
+23,030
| +5% | +$1.03M | 0.68% | 58 |
|
2024
Q2 | $19.2M | Buy |
465,828
+5,675
| +1% | +$234K | 0.63% | 59 |
|
2024
Q1 | $19.3M | Buy |
460,153
+42,963
| +10% | +$1.8M | 0.64% | 57 |
|
2023
Q4 | $15.7M | Sell |
417,190
-37,218
| -8% | -$1.4M | 0.55% | 60 |
|
2023
Q3 | $14.7M | Buy |
454,408
+23,177
| +5% | +$751K | 0.57% | 59 |
|
2023
Q2 | $16M | Buy |
431,231
+10,396
| +2% | +$387K | 0.6% | 59 |
|
2023
Q1 | $16.4M | Buy |
420,835
+62,133
| +17% | +$2.42M | 0.62% | 58 |
|
2022
Q4 | $14.1M | Sell |
358,702
-23,073
| -6% | -$909K | 0.56% | 60 |
|
2022
Q3 | $14.5M | Buy |
381,775
+13,728
| +4% | +$521K | 0.61% | 56 |
|
2022
Q2 | $18.7M | Buy |
368,047
+3,444
| +0.9% | +$175K | 0.75% | 46 |
|
2022
Q1 | $18.6M | Buy |
364,603
+27,811
| +8% | +$1.42M | 0.69% | 55 |
|
2021
Q4 | $17.5M | Buy |
336,792
+4,189
| +1% | +$218K | 0.62% | 58 |
|
2021
Q3 | $18M | Buy |
332,603
+9,954
| +3% | +$538K | 0.7% | 55 |
|
2021
Q2 | $18.1M | Buy |
322,649
+12,088
| +4% | +$677K | 0.7% | 54 |
|
2021
Q1 | $18.1M | Buy |
310,561
+9,259
| +3% | +$538K | 0.75% | 48 |
|
2020
Q4 | $17.7M | Buy |
301,302
+10,220
| +4% | +$600K | 0.77% | 48 |
|
2020
Q3 | $17.3M | Sell |
291,082
-1,601
| -0.5% | -$95.2K | 0.88% | 38 |
|
2020
Q2 | $16.1M | Buy |
292,683
+3,284
| +1% | +$181K | 0.87% | 39 |
|
2020
Q1 | $15.5M | Buy |
289,399
+1,551
| +0.5% | +$83.3K | 0.95% | 33 |
|
2019
Q4 | $17.7M | Buy |
287,848
+8,096
| +3% | +$497K | 0.9% | 38 |
|
2019
Q3 | $16.9M | Buy |
279,752
+6,146
| +2% | +$371K | 0.91% | 36 |
|
2019
Q2 | $15.6M | Buy |
273,606
+1,055
| +0.4% | +$60.3K | 0.86% | 36 |
|
2019
Q1 | $16.1M | Sell |
272,551
-4,027
| -1% | -$238K | 0.91% | 35 |
|
2018
Q4 | $15.5M | Sell |
276,578
-1,122
| -0.4% | -$63.1K | 0.94% | 34 |
|
2018
Q3 | $14.8M | Buy |
277,700
+7,499
| +3% | +$400K | 0.82% | 37 |
|
2018
Q2 | $13.6M | Buy |
270,201
+4,843
| +2% | +$244K | 0.82% | 37 |
|
2018
Q1 | $12.7M | Buy |
265,358
+11,592
| +5% | +$554K | 0.77% | 39 |
|
2017
Q4 | $13.4M | Sell |
253,766
-2,193
| -0.9% | -$116K | 0.82% | 36 |
|
2017
Q3 | $12.7M | Buy |
255,959
+7,240
| +3% | +$358K | 0.81% | 38 |
|
2017
Q2 | $11.1M | Buy |
248,719
+10,380
| +4% | +$464K | 0.74% | 39 |
|
2017
Q1 | $11.6M | Buy |
238,339
+19,011
| +9% | +$927K | 0.8% | 34 |
|
2016
Q4 | $11.7M | Buy |
219,328
+7,179
| +3% | +$383K | 0.86% | 32 |
|
2016
Q3 | $11M | Buy |
212,149
+11,974
| +6% | +$622K | 0.85% | 32 |
|
2016
Q2 | $11.2M | Buy |
200,175
+33,735
| +20% | +$1.88M | 0.92% | 29 |
|
2016
Q1 | $7.69M | Hold |
166,440
| – | – | 0.74% | 45 |
|
2015
Q4 | $7.69M | Sell |
166,440
-15,016
| -8% | -$694K | 0.74% | 45 |
|
2015
Q3 | $7.9M | Sell |
181,456
-9,725
| -5% | -$423K | 0.88% | 40 |
|
2015
Q2 | $8.91M | Buy |
+191,181
| New | +$8.91M | 0.59% | 45 |
|
2014
Q4 | – | Sell |
-4,639
| Closed | -$232K | – | 130 |
|
2014
Q3 | $232K | Sell |
4,639
-4,022
| -46% | -$201K | 0.02% | 121 |
|
2014
Q2 | $424K | Buy |
8,661
+4,198
| +94% | +$206K | 0.04% | 98 |
|
2014
Q1 | $212K | Buy |
4,463
+266
| +6% | +$12.6K | 0.02% | 116 |
|
2013
Q4 | $206K | Buy |
+4,197
| New | +$206K | 0.02% | 101 |
|
2013
Q3 | – | Sell |
-4,177
| Closed | -$210K | – | 104 |
|
2013
Q2 | $210K | Buy |
+4,177
| New | +$210K | 0.03% | 89 |
|