Essex Investment 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
$578K Hold
13,356
0.11% 158
2025
Q1
$606K Buy
13,356
+12
+0.1% +$544 0.13% 156
2024
Q4
$534K Hold
13,344
0.1% 158
2024
Q3
$599K Sell
13,344
-177
-1% -$7.95K 0.1% 158
2024
Q2
$558K Sell
13,521
-3,433
-20% -$142K 0.1% 163
2024
Q1
$711K Sell
16,954
-773
-4% -$32.4K 0.14% 157
2023
Q4
$668K Sell
17,727
-2,521
-12% -$95K 0.13% 165
2023
Q3
$656K Sell
20,248
-41
-0.2% -$1.33K 0.11% 224
2023
Q2
$755K Sell
20,289
-1,564
-7% -$58.2K 0.11% 235
2023
Q1
$850K Hold
21,853
0.12% 216
2022
Q4
$861K Sell
21,853
-4,071
-16% -$160K 0.13% 213
2022
Q3
$984K Sell
25,924
-1,862
-7% -$70.7K 0.16% 192
2022
Q2
$1.41M Sell
27,786
-2,387
-8% -$121K 0.23% 128
2022
Q1
$1.54M Sell
30,173
-3
-0% -$153 0.19% 171
2021
Q4
$1.57M Sell
30,176
-59
-0.2% -$3.07K 0.18% 171
2021
Q3
$1.63M Buy
30,235
+1,111
+4% +$60K 0.2% 168
2021
Q2
$1.63M Sell
29,124
-2,771
-9% -$155K 0.19% 179
2021
Q1
$1.86M Sell
31,895
-24
-0.1% -$1.4K 0.23% 149
2020
Q4
$1.88M Buy
31,919
+543
+2% +$31.9K 0.23% 141
2020
Q3
$1.87M Sell
31,376
-745
-2% -$44.3K 0.27% 119
2020
Q2
$1.77M Buy
32,121
+507
+2% +$28K 0.29% 98
2020
Q1
$1.7M Sell
31,614
-1,806
-5% -$97.1K 0.34% 88
2019
Q4
$2.05M Buy
33,420
+1,194
+4% +$73.3K 0.25% 132
2019
Q3
$1.95M Sell
32,226
-4,314
-12% -$260K 0.28% 104
2019
Q2
$2.09M Buy
36,540
+300
+0.8% +$17.1K 0.29% 110
2019
Q1
$2.14M Sell
36,240
-2,112
-6% -$125K 0.32% 94
2018
Q4
$2.16M Sell
38,352
-974
-2% -$54.8K 0.34% 85
2018
Q3
$2.1M Buy
39,326
+295
+0.8% +$15.8K 0.25% 127
2018
Q2
$1.96M Buy
39,031
+187
+0.5% +$9.41K 0.25% 117
2018
Q1
$1.86M Buy
38,844
+19
+0% +$909 0.24% 122
2017
Q4
$2.06M Sell
38,825
-383
-1% -$20.3K 0.27% 116
2017
Q3
$1.94M Sell
39,208
-766
-2% -$37.9K 0.26% 120
2017
Q2
$1.79M Sell
39,974
-29
-0.1% -$1.3K 0.26% 129
2017
Q1
$1.95M Buy
40,003
+227
+0.6% +$11.1K 0.31% 93
2016
Q4
$2.12M Sell
39,776
-40
-0.1% -$2.14K 0.35% 74
2016
Q3
$2.07M Buy
39,816
+524
+1% +$27.2K 0.33% 79
2016
Q2
$2.19M Sell
39,292
-913
-2% -$51K 0.37% 70
2016
Q1
$2.17M Sell
40,205
-1,372
-3% -$74.2K 0.37% 62
2015
Q4
$1.92M Sell
41,577
-443
-1% -$20.5K 0.3% 75
2015
Q3
$1.83M Sell
42,020
-594
-1% -$25.8K 0.3% 74
2015
Q2
$1.99M Hold
42,614
0.3% 85
2015
Q1
$2.07M Sell
42,614
-165
-0.4% -$8.02K 0.29% 88
2014
Q4
$2M Hold
42,779
0.29% 90
2014
Q3
$2.14M Hold
42,779
0.33% 86
2014
Q2
$2.09M Buy
42,779
+2,360
+6% +$115K 0.31% 102
2014
Q1
$1.92M Buy
40,419
+669
+2% +$31.8K 0.28% 122
2013
Q4
$1.95M Hold
39,750
0.28% 106
2013
Q3
$1.86M Buy
39,750
+713
+2% +$33.3K 0.28% 100
2013
Q2
$1.97M Buy
+39,037
New +$1.97M 0.35% 91