Douglass Winthrop Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.39M | Sell |
32,073
-4,245
| -12% | -$184K | 0.03% | 127 |
|
2025
Q1 | $1.65M | Sell |
36,318
-3,514
| -9% | -$159K | 0.03% | 114 |
|
2024
Q4 | $1.59M | Buy |
39,832
+12,228
| +44% | +$489K | 0.03% | 119 |
|
2024
Q3 | $1.24M | Buy |
27,604
+2,843
| +11% | +$128K | 0.02% | 127 |
|
2024
Q2 | $1.02M | Sell |
24,761
-1,752
| -7% | -$72.3K | 0.02% | 132 |
|
2024
Q1 | $1.11M | Sell |
26,513
-436
| -2% | -$18.3K | 0.02% | 128 |
|
2023
Q4 | $1.02M | Buy |
26,949
+461
| +2% | +$17.4K | 0.02% | 123 |
|
2023
Q3 | $858K | Sell |
26,488
-1,000
| -4% | -$32.4K | 0.02% | 125 |
|
2023
Q2 | $1.02M | Sell |
27,488
-4,670
| -15% | -$174K | 0.02% | 116 |
|
2023
Q1 | $1.25M | Sell |
32,158
-2,192
| -6% | -$85.3K | 0.03% | 111 |
|
2022
Q4 | $1.35M | Sell |
34,350
-3,118
| -8% | -$123K | 0.04% | 110 |
|
2022
Q3 | $1.42M | Sell |
37,468
-3,500
| -9% | -$133K | 0.04% | 104 |
|
2022
Q2 | $2.08M | Sell |
40,968
-1,094
| -3% | -$55.5K | 0.06% | 93 |
|
2022
Q1 | $2.14M | Sell |
42,062
-6,234
| -13% | -$318K | 0.05% | 103 |
|
2021
Q4 | $2.51M | Sell |
48,296
-999
| -2% | -$51.9K | 0.06% | 100 |
|
2021
Q3 | $2.66M | Sell |
49,295
-5,397
| -10% | -$291K | 0.07% | 95 |
|
2021
Q2 | $3.06M | Sell |
54,692
-164
| -0.3% | -$9.19K | 0.08% | 87 |
|
2021
Q1 | $3.19M | Sell |
54,856
-4,610
| -8% | -$268K | 0.09% | 82 |
|
2020
Q4 | $3.49M | Sell |
59,466
-7,862
| -12% | -$462K | 0.1% | 69 |
|
2020
Q3 | $4.01M | Buy |
67,328
+5,852
| +10% | +$348K | 0.13% | 60 |
|
2020
Q2 | $3.39M | Buy |
61,476
+4,080
| +7% | +$225K | 0.13% | 61 |
|
2020
Q1 | $3.08M | Sell |
57,396
-28,120
| -33% | -$1.51M | 0.14% | 62 |
|
2019
Q4 | $5.25M | Sell |
85,516
-23,915
| -22% | -$1.47M | 0.19% | 57 |
|
2019
Q3 | $6.61M | Sell |
109,431
-10,596
| -9% | -$640K | 0.25% | 52 |
|
2019
Q2 | $6.86M | Sell |
120,027
-12,323
| -9% | -$704K | 0.28% | 51 |
|
2019
Q1 | $7.83M | Sell |
132,350
-1,275
| -1% | -$75.4K | 0.34% | 49 |
|
2018
Q4 | $7.51M | Buy |
133,625
+998
| +0.8% | +$56.1K | 0.37% | 46 |
|
2018
Q3 | $7.08M | Sell |
132,627
-29,853
| -18% | -$1.59M | 0.31% | 53 |
|
2018
Q2 | $8.17M | Sell |
162,480
-8,785
| -5% | -$442K | 0.37% | 53 |
|
2018
Q1 | $8.19M | Buy |
171,265
+98,714
| +136% | +$4.72M | 0.4% | 47 |
|
2017
Q4 | $3.84M | Sell |
72,551
-2,821
| -4% | -$149K | 0.21% | 65 |
|
2017
Q3 | $3.73M | Buy |
75,372
+1,025
| +1% | +$50.7K | 0.22% | 62 |
|
2017
Q2 | $3.32M | Buy |
74,347
+2,198
| +3% | +$98.2K | 0.2% | 65 |
|
2017
Q1 | $3.52M | Sell |
72,149
-525
| -0.7% | -$25.6K | 0.22% | 63 |
|
2016
Q4 | $3.88M | Buy |
72,674
+3,595
| +5% | +$192K | 0.26% | 56 |
|
2016
Q3 | $3.59M | Buy |
69,079
+214
| +0.3% | +$11.1K | 0.25% | 58 |
|
2016
Q2 | $3.85M | Buy |
68,865
+936
| +1% | +$52.3K | 0.27% | 59 |
|
2016
Q1 | $3.67M | Sell |
67,929
-1,607
| -2% | -$86.9K | 0.26% | 62 |
|
2015
Q4 | $3.21M | Buy |
69,536
+4,436
| +7% | +$205K | 0.24% | 68 |
|
2015
Q3 | $2.83M | Buy |
65,100
+2,957
| +5% | +$129K | 0.22% | 69 |
|
2015
Q2 | $3.02M | Hold |
62,143
| – | – | 0.23% | 67 |
|
2015
Q1 | $3.02M | Buy |
62,143
+30,700
| +98% | +$1.49M | 0.23% | 67 |
|
2014
Q4 | $1.47M | Sell |
31,443
-4,812
| -13% | -$225K | 0.13% | 81 |
|
2014
Q3 | $1.81M | Sell |
36,255
-221
| -0.6% | -$11K | 0.17% | 72 |
|
2014
Q2 | $1.79M | Buy |
36,476
+589
| +2% | +$28.8K | 0.16% | 71 |
|
2014
Q1 | $1.71M | Buy |
35,887
+5,066
| +16% | +$241K | 0.17% | 65 |
|
2013
Q4 | $1.52M | Sell |
30,821
-2,336
| -7% | -$115K | 0.16% | 69 |
|
2013
Q3 | $1.55M | Buy |
33,157
+1,703
| +5% | +$79.5K | 0.18% | 66 |
|
2013
Q2 | $1.58M | Buy |
+31,454
| New | +$1.58M | 0.19% | 66 |
|