Equitable Trust’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
33,289
-352
| -1% | -$15.2K | 0.07% | 184 |
|
|
2025
Q1 | $1.53M | Sell |
33,641
-74
| -0.2% | -$3.36K | 0.08% | 174 |
|
|
2024
Q4 | $1.35M | Sell |
33,715
-9,613
| -22% | -$384K | 0.08% | 182 |
|
|
2024
Q3 | $1.95M | Buy |
43,328
+2,104
| +5% | +$94.5K | 0.12% | 142 |
|
|
2024
Q2 | $1.7M | Sell |
41,224
-2,558
| -6% | -$105K | 0.12% | 146 |
|
|
2024
Q1 | $1.84M | Buy |
43,782
+372
| +0.9% | +$15.6K | 0.13% | 138 |
|
|
2023
Q4 | $1.64M | Buy |
43,410
+3,389
| +8% | +$128K | 0.12% | 133 |
|
|
2023
Q3 | $1.3M | Sell |
40,021
-323
| -0.8% | -$10.5K | 0.11% | 146 |
|
|
2023
Q2 | $1.5M | Sell |
40,344
-1,828
| -4% | -$68K | 0.11% | 135 |
|
|
2023
Q1 | $1.64M | Sell |
42,172
-9,327
| -18% | -$363K | 0.13% | 133 |
|
|
2022
Q4 | $2.03M | Sell |
51,499
-11,534
| -18% | -$454K | 0.16% | 123 |
|
|
2022
Q3 | $2.39M | Sell |
63,033
-22,851
| -27% | -$868K | 0.2% | 106 |
|
|
2022
Q2 | $4.36M | Buy |
85,884
+1,423
| +2% | +$72.2K | 0.32% | 66 |
|
|
2022
Q1 | $4.3M | Buy |
84,461
+5,940
| +8% | +$303K | 0.28% | 84 |
|
|
2021
Q4 | $4.08M | Sell |
78,521
-150
| -0.2% | -$7.79K | 0.25% | 93 |
|
|
2021
Q3 | $4.25M | Sell |
78,671
-1,108
| -1% | -$59.8K | 0.27% | 95 |
|
|
2021
Q2 | $4.47M | Buy |
79,779
+2,218
| +3% | +$124K | 0.29% | 90 |
|
|
2021
Q1 | $4.51M | Buy |
77,561
+7,136
| +10% | +$415K | 0.34% | 83 |
|
|
2020
Q4 | $4.14M | Buy |
70,425
+703
| +1% | +$41.3K | 0.31% | 90 |
|
|
2020
Q3 | $4.15M | Sell |
69,722
-6,208
| -8% | -$369K | 0.35% | 76 |
|
|
2020
Q2 | $4.19M | Sell |
75,930
-18,603
| -20% | -$1.03M | 0.39% | 68 |
|
|
2020
Q1 | $5.08M | Buy |
94,533
+3,601
| +4% | +$194K | 0.56% | 51 |
|
|
2019
Q4 | $5.58M | Sell |
90,932
-2,732
| -3% | -$168K | 0.55% | 57 |
|
|
2019
Q3 | $5.65M | Sell |
93,664
-1,960
| -2% | -$118K | 0.6% | 50 |
|
|
2019
Q2 | $5.46M | Sell |
95,624
-3,055
| -3% | -$175K | 0.58% | 50 |
|
|
2019
Q1 | $5.84M | Sell |
98,679
-6,245
| -6% | -$369K | 0.67% | 43 |
|
|
2018
Q4 | $5.9M | Buy |
104,924
+22,279
| +27% | +$1.25M | 0.78% | 37 |
|
|
2018
Q3 | $4.41M | Sell |
82,645
-4,477
| -5% | -$239K | 0.51% | 58 |
|
|
2018
Q2 | $4.38M | Buy |
+87,122
| New | +$4.38M | 0.56% | 57 |
|