Evanson Asset 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
$403K Buy
9,310
+3,139
+51% +$136K 0.03% 224
2025
Q1
$280K Buy
6,171
+968
+19% +$43.9K 0.02% 249
2024
Q4
$208K Sell
5,203
-490
-9% -$19.6K 0.01% 290
2024
Q3
$256K Buy
5,693
+677
+13% +$30.4K 0.02% 274
2024
Q2
$207K Sell
5,016
-439
-8% -$18.1K 0.02% 281
2024
Q1
$229K Sell
5,455
-740
-12% -$31K 0.02% 276
2023
Q4
$234K Buy
+6,195
New +$234K 0.02% 264
2023
Q2
Sell
-5,535
Closed -$215K 287
2023
Q1
$215K Buy
+5,535
New +$215K 0.02% 247
2022
Q4
Sell
-19,128
Closed -$726K 273
2022
Q3
$726K Buy
19,128
+7,606
+66% +$289K 0.09% 110
2022
Q2
$585K Buy
11,522
+51
+0.4% +$2.59K 0.06% 137
2022
Q1
$584K Sell
11,471
-2,938
-20% -$150K 0.06% 151
2021
Q4
$749K Sell
14,409
-534
-4% -$27.8K 0.07% 129
2021
Q3
$834K Buy
14,943
+3,169
+27% +$177K 0.09% 113
2021
Q2
$660K Buy
11,774
+89
+0.8% +$4.99K 0.07% 142
2021
Q1
$680K Sell
11,685
-978
-8% -$56.9K 0.1% 131
2020
Q4
$744K Buy
12,663
+1,296
+11% +$76.1K 0.12% 105
2020
Q3
$676K Buy
11,367
+499
+5% +$29.7K 0.12% 101
2020
Q2
$599K Buy
10,868
+178
+2% +$9.81K 0.12% 103
2020
Q1
$574K Sell
10,690
-1,019
-9% -$54.7K 0.14% 97
2019
Q4
$719K Buy
11,709
+6
+0.1% +$368 0.14% 90
2019
Q3
$706K Sell
11,703
-257
-2% -$15.5K 0.15% 90
2019
Q2
$683K Sell
11,960
-255
-2% -$14.6K 0.14% 94
2019
Q1
$722K Buy
12,215
+90
+0.7% +$5.32K 0.15% 89
2018
Q4
$682K Buy
12,125
+636
+6% +$35.8K 0.16% 86
2018
Q3
$613K Sell
11,489
-79
-0.7% -$4.22K 0.12% 104
2018
Q2
$582K Sell
11,568
-94
-0.8% -$4.73K 0.12% 109
2018
Q1
$558K Buy
11,662
+282
+2% +$13.5K 0.11% 120
2017
Q4
$602K Buy
11,380
+4,888
+75% +$259K 0.12% 115
2017
Q3
$321K Buy
6,492
+328
+5% +$16.2K 0.07% 165
2017
Q2
$275K Sell
6,164
-360
-6% -$16.1K 0.06% 180
2017
Q1
$318K Buy
6,524
+1,295
+25% +$63.1K 0.08% 153
2016
Q4
$279K Sell
5,229
-2,910
-36% -$155K 0.08% 170
2016
Q3
$423K Buy
8,139
+515
+7% +$26.8K 0.12% 121
2016
Q2
$426K Sell
7,624
-1,083
-12% -$60.5K 0.13% 116
2016
Q1
$471K Sell
8,707
-186
-2% -$10.1K 0.16% 99
2015
Q4
$411K Sell
8,893
-237
-3% -$11K 0.15% 114
2015
Q3
$397K Sell
9,130
-1,137
-11% -$49.4K 0.15% 118
2015
Q2
$479K Buy
10,267
+1,170
+13% +$54.6K 0.17% 108
2015
Q1
$442K Buy
9,097
+333
+4% +$16.2K 0.16% 112
2014
Q4
$410K Buy
8,764
+3,504
+67% +$164K 0.15% 117
2014
Q3
$263K Sell
5,260
-798
-13% -$39.9K 0.11% 152
2014
Q2
$296K Buy
6,058
+624
+11% +$30.5K 0.11% 144
2014
Q1
$258K Sell
5,434
-651
-11% -$30.9K 0.11% 138
2013
Q4
$299K Buy
+6,085
New +$299K 0.13% 124