Edgemoor Investment 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 | $9.75M | Buy |
225,269
+3,125
| +1% | +$135K | 0.84% | 32 |
|
2025
Q1 | $10.1M | Buy |
222,144
+2,738
| +1% | +$124K | 0.93% | 33 |
|
2024
Q4 | $8.77M | Sell |
219,406
-5,806
| -3% | -$232K | 0.77% | 34 |
|
2024
Q3 | $10.1M | Buy |
225,212
+1,400
| +0.6% | +$62.9K | 0.88% | 32 |
|
2024
Q2 | $9.23M | Buy |
223,812
+7,957
| +4% | +$328K | 0.86% | 30 |
|
2024
Q1 | $9.06M | Buy |
215,855
+13,169
| +6% | +$553K | 0.86% | 32 |
|
2023
Q4 | $7.64M | Sell |
202,686
-8,462
| -4% | -$319K | 0.8% | 32 |
|
2023
Q3 | $6.84M | Sell |
211,148
-22,017
| -9% | -$714K | 0.81% | 34 |
|
2023
Q2 | $8.67M | Sell |
233,165
-5,705
| -2% | -$212K | 0.98% | 27 |
|
2023
Q1 | $9.29M | Sell |
238,870
-99
| -0% | -$3.85K | 1.13% | 25 |
|
2022
Q4 | $9.42M | Sell |
238,969
-10,468
| -4% | -$412K | 1.18% | 26 |
|
2022
Q3 | $9.47M | Buy |
249,437
+4,231
| +2% | +$161K | 1.26% | 24 |
|
2022
Q2 | $12.4M | Sell |
245,206
-207
| -0.1% | -$10.5K | 1.57% | 16 |
|
2022
Q1 | $12.5M | Buy |
245,413
+3,098
| +1% | +$158K | 1.32% | 20 |
|
2021
Q4 | $12.6M | Buy |
242,315
+17,441
| +8% | +$906K | 1.29% | 22 |
|
2021
Q3 | $12.1M | Sell |
224,874
-30,915
| -12% | -$1.67M | 1.38% | 22 |
|
2021
Q2 | $14.3M | Buy |
255,789
+14,093
| +6% | +$790K | 1.34% | 26 |
|
2021
Q1 | $14.1M | Buy |
241,696
+11,004
| +5% | +$640K | 1.41% | 21 |
|
2020
Q4 | $13.6M | Buy |
230,692
+747
| +0.3% | +$43.9K | 1.52% | 22 |
|
2020
Q3 | $13.7M | Sell |
229,945
-2,405
| -1% | -$143K | 1.69% | 16 |
|
2020
Q2 | $12.8M | Buy |
232,350
+14,198
| +7% | +$783K | 1.72% | 17 |
|
2020
Q1 | $11.7M | Sell |
218,152
-1,723
| -0.8% | -$92.6K | 1.91% | 14 |
|
2019
Q4 | $13.5M | Sell |
219,875
-1,982
| -0.9% | -$122K | 1.54% | 19 |
|
2019
Q3 | $13.4M | Sell |
221,857
-3,494
| -2% | -$211K | 1.65% | 19 |
|
2019
Q2 | $12.9M | Sell |
225,351
-3,990
| -2% | -$228K | 1.63% | 20 |
|
2019
Q1 | $13.6M | Buy |
229,341
+8,384
| +4% | +$496K | 1.78% | 16 |
|
2018
Q4 | $12.4M | Buy |
220,957
+1,783
| +0.8% | +$100K | 1.85% | 13 |
|
2018
Q3 | $11.7M | Sell |
219,174
-1,159
| -0.5% | -$61.9K | 1.45% | 22 |
|
2018
Q2 | $11.1M | Sell |
220,333
-4,018
| -2% | -$202K | 1.48% | 21 |
|
2018
Q1 | $10.7M | Buy |
224,351
+1,306
| +0.6% | +$62.5K | 1.43% | 22 |
|
2017
Q4 | $11.5M | Buy |
223,045
+4,722
| +2% | +$244K | 1.45% | 21 |
|
2017
Q3 | $10.8M | Sell |
218,323
-3,078
| -1% | -$152K | 1.46% | 24 |
|
2017
Q2 | $9.89M | Buy |
221,401
+8,948
| +4% | +$400K | 1.35% | 27 |
|
2017
Q1 | $10.4M | Buy |
212,453
+37,438
| +21% | +$1.83M | 1.47% | 25 |
|
2016
Q4 | $9.34M | Buy |
175,015
+10,169
| +6% | +$543K | 1.42% | 29 |
|
2016
Q3 | $8.57M | Buy |
164,846
+558
| +0.3% | +$29K | 1.32% | 31 |
|
2016
Q2 | $9.17M | Buy |
164,288
+6,730
| +4% | +$376K | 1.45% | 21 |
|
2016
Q1 | $8.52M | Sell |
157,558
-3,360
| -2% | -$182K | 1.33% | 26 |
|
2015
Q4 | $7.44M | Buy |
160,918
+35,598
| +28% | +$1.65M | 1.12% | 34 |
|
2015
Q3 | $5.45M | Buy |
125,320
+59,999
| +92% | +$2.61M | 0.83% | 39 |
|
2015
Q2 | $3.05M | Sell |
65,321
-1,012
| -2% | -$47.2K | 0.44% | 61 |
|
2015
Q1 | $3.23M | Buy |
66,333
+1,138
| +2% | +$55.3K | 0.46% | 59 |
|
2014
Q4 | $3.05M | Sell |
65,195
-3,536
| -5% | -$165K | 0.45% | 60 |
|
2014
Q3 | $3.44M | Sell |
68,731
-170
| -0.2% | -$8.5K | 0.5% | 62 |
|
2014
Q2 | $3.37M | Sell |
68,901
-42
| -0.1% | -$2.06K | 0.5% | 63 |
|
2014
Q1 | $3.28M | Buy |
+68,943
| New | +$3.28M | 0.52% | 61 |
|
2013
Q3 | – | Sell |
-99,799
| Closed | -$5.02M | – | 133 |
|
2013
Q2 | $5.02M | Buy |
+99,799
| New | +$5.02M | 0.89% | 42 |
|