Eads & Heald 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 | $609K | Sell |
14,083
-205
| -1% | -$8.87K | 0.3% | 106 |
|
|
2025
Q1 | $648K | Buy |
14,288
+50
| +0.4% | +$2.27K | 0.33% | 104 |
|
|
2024
Q4 | $569K | Sell |
14,238
-667
| -4% | -$26.7K | 0.28% | 107 |
|
|
2024
Q3 | $669K | Sell |
14,905
-372
| -2% | -$16.7K | 0.32% | 104 |
|
|
2024
Q2 | $630K | Sell |
15,277
-2,188
| -13% | -$90.2K | 0.3% | 105 |
|
|
2024
Q1 | $733K | Sell |
17,465
-2,611
| -13% | -$110K | 0.34% | 102 |
|
|
2023
Q4 | $757K | Sell |
20,076
-10,519
| -34% | -$397K | 0.36% | 97 |
|
|
2023
Q3 | $992K | Sell |
30,595
-2,237
| -7% | -$72.5K | 0.52% | 84 |
|
|
2023
Q2 | $1.22M | Sell |
32,832
-695
| -2% | -$25.8K | 0.6% | 78 |
|
|
2023
Q1 | $1.3M | Buy |
33,527
+3,175
| +10% | +$123K | 0.65% | 77 |
|
|
2022
Q4 | $1.2M | Sell |
30,352
-2,331
| -7% | -$91.9K | 0.61% | 77 |
|
|
2022
Q3 | $1.24M | Buy |
32,683
+113
| +0.3% | +$4.29K | 0.7% | 64 |
|
|
2022
Q2 | $1.65M | Buy |
32,570
+697
| +2% | +$35.4K | 0.89% | 50 |
|
|
2022
Q1 | $1.62M | Buy |
31,873
+606
| +2% | +$30.9K | 0.75% | 61 |
|
|
2021
Q4 | $1.63M | Sell |
31,267
-2,180
| -7% | -$113K | 0.71% | 68 |
|
|
2021
Q3 | $1.81M | Buy |
33,447
+370
| +1% | +$20K | 0.87% | 53 |
|
|
2021
Q2 | $1.85M | Buy |
33,077
+740
| +2% | +$41.5K | 0.9% | 54 |
|
|
2021
Q1 | $1.88M | Buy |
32,337
+1,294
| +4% | +$75.2K | 0.97% | 48 |
|
|
2020
Q4 | $1.82M | Buy |
31,043
+796
| +3% | +$46.8K | 0.98% | 44 |
|
|
2020
Q3 | $1.8M | Sell |
30,247
-1,895
| -6% | -$113K | 1.08% | 37 |
|
|
2020
Q2 | $1.77M | Sell |
32,142
-776
| -2% | -$42.8K | 1.08% | 40 |
|
|
2020
Q1 | $1.77M | Sell |
32,918
-1,237
| -4% | -$66.5K | 1.25% | 28 |
|
|
2019
Q4 | $2.1M | Buy |
34,155
+1,967
| +6% | +$121K | 1.11% | 37 |
|
|
2019
Q3 | $1.94M | Buy |
32,188
+310
| +1% | +$18.7K | 1.09% | 41 |
|
|
2019
Q2 | $1.82M | Sell |
31,878
-541
| -2% | -$30.9K | 1.03% | 48 |
|
|
2019
Q1 | $1.92M | Buy |
32,419
+460
| +1% | +$27.2K | 1.11% | 41 |
|
|
2018
Q4 | $1.8M | Buy |
31,959
+829
| +3% | +$46.6K | 1.2% | 34 |
|
|
2018
Q3 | $1.66M | Buy |
31,130
+2,334
| +8% | +$125K | 0.95% | 50 |
|
|
2018
Q2 | $1.45M | Buy |
28,796
+1,290
| +5% | +$64.9K | 0.89% | 54 |
|
|
2018
Q1 | $1.32M | Sell |
27,506
-1,691
| -6% | -$80.8K | 0.83% | 57 |
|
|
2017
Q4 | $1.55M | Buy |
29,197
+40
| +0.1% | +$2.12K | 0.91% | 53 |
|
|
2017
Q3 | $1.44M | Buy |
29,157
+690
| +2% | +$34.1K | 0.9% | 51 |
|
|
2017
Q2 | $1.27M | Buy |
28,467
+640
| +2% | +$28.6K | 0.82% | 61 |
|
|
2017
Q1 | $1.36M | Buy |
27,827
+542
| +2% | +$26.4K | 0.87% | 58 |
|
|
2016
Q4 | $1.46M | Buy |
27,285
+413
| +2% | +$22K | 0.99% | 47 |
|
|
2016
Q3 | $1.4M | Sell |
26,872
-445
| -2% | -$23.1K | 0.96% | 49 |
|
|
2016
Q2 | $1.53M | Buy |
27,317
+15
| +0.1% | +$837 | 1.05% | 43 |
|
|
2016
Q1 | $1.48M | Sell |
27,302
-723
| -3% | -$39.1K | 1.02% | 45 |
|
|
2015
Q4 | $1.3M | Sell |
28,025
-2,704
| -9% | -$125K | 0.9% | 51 |
|
|
2015
Q3 | $1.34M | Buy |
30,729
+263
| +0.9% | +$11.4K | 0.95% | 45 |
|
|
2015
Q2 | $1.42M | Buy |
30,466
+2,250
| +8% | +$105K | 0.94% | 54 |
|
|
2015
Q1 | $1.37M | Sell |
28,216
-1,645
| -6% | -$80K | 0.88% | 54 |
|
|
2014
Q4 | $1.4M | Buy |
29,861
+1,449
| +5% | +$67.8K | 0.89% | 56 |
|
|
2014
Q3 | $1.42M | Buy |
28,412
+1,170
| +4% | +$58.5K | 0.96% | 50 |
|
|
2014
Q2 | $1.33M | Buy |
27,242
+1,896
| +7% | +$92.8K | 0.89% | 54 |
|
|
2014
Q1 | $1.21M | Buy |
25,346
+95
| +0.4% | +$4.52K | 0.79% | 59 |
|
|
2013
Q4 | $1.24M | Buy |
25,251
+20
| +0.1% | +$983 | 0.82% | 59 |
|
|
2013
Q3 | $1.18M | Sell |
25,231
-1,465
| -5% | -$68.4K | 0.84% | 59 |
|
|
2013
Q2 | $1.34M | Buy |
+26,696
| New | +$1.34M | 0.95% | 54 |
|