DCM
Donaldson Capital Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
35,953
+5,253
| +17% | +$227K | 0.06% | 116 |
|
|
2025
Q1 | $1.39M | Buy |
30,700
+9,583
| +45% | +$435K | 0.05% | 121 |
|
|
2024
Q4 | $844K | Sell |
21,117
-1,325
| -6% | -$53K | 0.03% | 144 |
|
|
2024
Q3 | $1.01M | Sell |
22,442
-1,087
| -5% | -$48.8K | 0.04% | 130 |
|
|
2024
Q2 | $970K | Buy |
23,529
+381
| +2% | +$15.7K | 0.04% | 127 |
|
|
2024
Q1 | $971K | Sell |
23,148
-427
| -2% | -$17.9K | 0.04% | 123 |
|
|
2023
Q4 | $889K | Sell |
23,575
-485
| -2% | -$18.3K | 0.04% | 131 |
|
|
2023
Q3 | $780K | Buy |
24,060
+1,396
| +6% | +$45.2K | 0.04% | 137 |
|
|
2023
Q2 | $843K | Sell |
22,664
-3,036
| -12% | -$113K | 0.04% | 134 |
|
|
2023
Q1 | $999K | Buy |
25,700
+1,691
| +7% | +$65.8K | 0.05% | 114 |
|
|
2022
Q4 | $946K | Sell |
24,009
-4,356
| -15% | -$172K | 0.05% | 115 |
|
|
2022
Q3 | $1.08M | Sell |
28,365
-8,393
| -23% | -$319K | 0.06% | 103 |
|
|
2022
Q2 | $1.87M | Sell |
36,758
-4,467
| -11% | -$227K | 0.1% | 82 |
|
|
2022
Q1 | $2.1M | Buy |
41,225
+5,890
| +17% | +$300K | 0.1% | 84 |
|
|
2021
Q4 | $1.84M | Sell |
35,335
-4,145
| -10% | -$215K | 0.08% | 93 |
|
|
2021
Q3 | $2.13M | Sell |
39,480
-9,531
| -19% | -$515K | 0.11% | 81 |
|
|
2021
Q2 | $2.75M | Sell |
49,011
-3,872
| -7% | -$217K | 0.14% | 75 |
|
|
2021
Q1 | $3.08M | Buy |
52,883
+1,225
| +2% | +$71.2K | 0.17% | 72 |
|
|
2020
Q4 | $3.04M | Buy |
51,658
+583
| +1% | +$34.3K | 0.18% | 69 |
|
|
2020
Q3 | $3.04M | Sell |
51,075
-2,352
| -4% | -$140K | 0.21% | 65 |
|
|
2020
Q2 | $2.95M | Buy |
53,427
+377
| +0.7% | +$20.8K | 0.21% | 61 |
|
|
2020
Q1 | $2.85M | Sell |
53,050
-4,607
| -8% | -$248K | 0.25% | 56 |
|
|
2019
Q4 | $3.54M | Sell |
57,657
-3,345
| -5% | -$205K | 0.24% | 61 |
|
|
2019
Q3 | $3.68M | Buy |
+61,002
| New | +$3.68M | 0.27% | 55 |
|
|
2016
Q2 | – | Sell |
-23,747
| Closed | -$1.28M | – | 154 |
|
|
2016
Q1 | $1.28M | Sell |
23,747
-3,453
| -13% | -$187K | 0.18% | 55 |
|
|
2015
Q4 | $1.26M | Buy |
27,200
+5,938
| +28% | +$274K | 0.18% | 55 |
|
|
2015
Q3 | $925K | Buy |
21,262
+200
| +0.9% | +$8.7K | 0.14% | 63 |
|
|
2015
Q2 | $982K | Buy |
21,062
+122
| +0.6% | +$5.69K | 0.14% | 65 |
|
|
2015
Q1 | $1.02M | Buy |
20,940
+2,982
| +17% | +$145K | 0.14% | 62 |
|
|
2014
Q4 | $840K | Sell |
17,958
-4,864
| -21% | -$228K | 0.13% | 70 |
|
|
2014
Q3 | $1.14M | Sell |
22,822
-6,665
| -23% | -$333K | 0.18% | 61 |
|
|
2014
Q2 | $1.44M | Sell |
29,487
-3,879
| -12% | -$190K | 0.23% | 53 |
|
|
2014
Q1 | $1.59M | Sell |
33,366
-183,947
| -85% | -$8.75M | 0.29% | 49 |
|
|
2013
Q4 | $10.7M | Buy |
217,313
+33,725
| +18% | +$1.66M | 2.06% | 28 |
|
|
2013
Q3 | $8.57M | Buy |
183,588
+3,266
| +2% | +$152K | 1.81% | 29 |
|
|
2013
Q2 | $9.08M | Buy |
+180,322
| New | +$9.08M | 2.05% | 28 |
|