Essex Financial Services’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.06M | Buy |
93,771
+9,945
| +12% | +$430K | 0.27% | 82 |
|
|
2025
Q1 | $3.8M | Sell |
83,826
-1,123
| -1% | -$50.9K | 0.27% | 84 |
|
|
2024
Q4 | $3.4M | Sell |
84,949
-5,338
| -6% | -$213K | 0.24% | 93 |
|
|
2024
Q3 | $3.75M | Sell |
90,287
-3,318
| -4% | -$138K | 0.27% | 85 |
|
|
2024
Q2 | $3.79M | Buy |
93,605
+28,203
| +43% | +$1.14M | 0.28% | 79 |
|
|
2024
Q1 | $2.74M | Sell |
65,402
-908
| -1% | -$38.1K | 0.25% | 87 |
|
|
2023
Q4 | $2.5M | Buy |
66,310
+3,319
| +5% | +$125K | 0.26% | 84 |
|
|
2023
Q3 | $2.04M | Buy |
62,991
+6,534
| +12% | +$212K | 0.24% | 93 |
|
|
2023
Q2 | $2.1M | Sell |
56,457
-1,136
| -2% | -$42.2K | 0.24% | 88 |
|
|
2023
Q1 | $2.24M | Buy |
57,593
+797
| +1% | +$31K | 0.24% | 100 |
|
|
2022
Q4 | $2.24M | Buy |
56,796
+6,998
| +14% | +$276K | 0.24% | 97 |
|
|
2022
Q3 | $1.89M | Sell |
49,798
-4,289
| -8% | -$163K | 0.23% | 103 |
|
|
2022
Q2 | $2.75M | Buy |
54,087
+599
| +1% | +$30.4K | 0.31% | 81 |
|
|
2022
Q1 | $2.73M | Buy |
53,488
+3,736
| +8% | +$190K | 0.26% | 95 |
|
|
2021
Q4 | $2.59M | Sell |
49,752
-3,475
| -7% | -$181K | 0.26% | 88 |
|
|
2021
Q3 | $2.88M | Buy |
53,227
+322
| +0.6% | +$17.4K | 0.33% | 74 |
|
|
2021
Q2 | $3.08M | Hold |
52,905
| – | – | 0.45% | 48 |
|
|
2021
Q1 | $3.08M | Buy |
52,905
+955
| +2% | +$55.5K | 0.55% | 44 |
|
|
2020
Q4 | $3.05M | Buy |
51,950
+530
| +1% | +$31.1K | 0.6% | 41 |
|
|
2020
Q3 | $3.06M | Buy |
51,420
+5,363
| +12% | +$319K | 0.75% | 34 |
|
|
2020
Q2 | $2.54M | Sell |
46,057
-4,365
| -9% | -$241K | 0.78% | 34 |
|
|
2020
Q1 | $2.71M | Buy |
50,422
+1,699
| +3% | +$91.3K | 0.97% | 24 |
|
|
2019
Q4 | $2.99M | Buy |
48,723
+860
| +2% | +$52.8K | 0.83% | 32 |
|
|
2019
Q3 | $2.89M | Sell |
47,863
-4,536
| -9% | -$274K | 0.93% | 28 |
|
|
2019
Q2 | $2.99M | Sell |
52,399
-3,370
| -6% | -$193K | 0.88% | 29 |
|
|
2019
Q1 | $3.3M | Buy |
55,769
+1,095
| +2% | +$64.8K | 1% | 24 |
|
|
2018
Q4 | $3.07M | Sell |
54,674
-1,543
| -3% | -$86.8K | 0.94% | 25 |
|
|
2018
Q3 | $3M | Sell |
56,217
-1,242
| -2% | -$66.3K | 0.66% | 43 |
|
|
2018
Q2 | $2.89M | Buy |
57,459
+12
| +0% | +$604 | 0.7% | 40 |
|
|
2018
Q1 | $2.75M | Sell |
57,447
-1,852
| -3% | -$88.6K | 0.54% | 52 |
|
|
2017
Q4 | $3.14M | Sell |
59,299
-1,278
| -2% | -$67.7K | 0.75% | 40 |
|
|
2017
Q3 | $3M | Sell |
60,577
-1,576
| -3% | -$78K | 0.74% | 40 |
|
|
2017
Q2 | $2.78M | Sell |
62,153
-12,214
| -16% | -$546K | 0.59% | 45 |
|
|
2017
Q1 | $3.63M | Buy |
74,367
+2,554
| +4% | +$124K | 0.83% | 32 |
|
|
2016
Q4 | $3.83M | Sell |
71,813
-1,531
| -2% | -$81.7K | 0.82% | 32 |
|
|
2016
Q3 | $3.81M | Sell |
73,344
-191
| -0.3% | -$9.92K | 0.91% | 25 |
|
|
2016
Q2 | $4.11M | Sell |
73,535
-255
| -0.3% | -$14.2K | 0.99% | 20 |
|
|
2016
Q1 | $3.99M | Sell |
73,790
-2,591
| -3% | -$140K | 0.99% | 23 |
|
|
2015
Q4 | $3.53M | Buy |
76,381
+3,047
| +4% | +$141K | 0.85% | 31 |
|
|
2015
Q3 | $3.19M | Sell |
73,334
-2,029
| -3% | -$88.3K | 0.83% | 30 |
|
|
2015
Q2 | $3.51M | Buy |
75,363
+752
| +1% | +$35.1K | 0.9% | 26 |
|
|
2015
Q1 | $3.63M | Buy |
74,611
+2,436
| +3% | +$118K | 0.93% | 22 |
|
|
2014
Q4 | $3.38M | Buy |
72,175
+3,807
| +6% | +$178K | 0.88% | 27 |
|
|
2014
Q3 | $3.42M | Sell |
68,368
-400
| -0.6% | -$20K | 1.02% | 18 |
|
|
2014
Q2 | $3.37M | Sell |
68,768
-2,574
| -4% | -$126K | 1.01% | 18 |
|
|
2014
Q1 | $3.39M | Buy |
71,342
+7,988
| +13% | +$380K | 1.11% | 19 |
|
|
2013
Q4 | $3.11M | Buy |
63,354
+1,285
| +2% | +$63.1K | 1.05% | 17 |
|
|
2013
Q3 | $2.9K | Sell |
62,069
-3,303
| -5% | -$154 | 0.91% | 19 |
|
|
2013
Q2 | $3.29M | Buy |
+65,372
| New | +$3.29M | 1.15% | 16 |
|