EWM
Evercore Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Hold |
26,177
| – | – | 0.02% | 202 |
|
|
2025
Q1 | $1.19M | Sell |
26,177
-1,716
| -6% | -$77.8K | 0.02% | 202 |
|
|
2024
Q4 | $1.12M | Hold |
27,893
| – | – | 0.02% | 209 |
|
|
2024
Q3 | $1.25M | Sell |
27,893
-2,465
| -8% | -$111K | 0.02% | 203 |
|
|
2024
Q2 | $1.25M | Sell |
30,358
-246
| -0.8% | -$10.1K | 0.02% | 202 |
|
|
2024
Q1 | $1.28M | Sell |
30,604
-855
| -3% | -$35.9K | 0.02% | 197 |
|
|
2023
Q4 | $1.19M | Sell |
31,459
-3,271
| -9% | -$123K | 0.02% | 209 |
|
|
2023
Q3 | $1.13M | Sell |
34,730
-134,856
| -80% | -$4.37M | 0.02% | 209 |
|
|
2023
Q2 | $6.31M | Buy |
169,586
+16,652
| +11% | +$619K | 0.12% | 81 |
|
|
2023
Q1 | $5.95M | Buy |
152,934
+59,557
| +64% | +$2.32M | 0.12% | 82 |
|
|
2022
Q4 | $3.68M | Sell |
93,377
-2,293
| -2% | -$90.3K | 0.08% | 107 |
|
|
2022
Q3 | $3.63M | Sell |
95,670
-4,863
| -5% | -$185K | 0.08% | 100 |
|
|
2022
Q2 | $5.1M | Sell |
100,533
-21,194
| -17% | -$1.08M | 0.11% | 91 |
|
|
2022
Q1 | $6.2M | Sell |
121,727
-2,805
| -2% | -$143K | 0.11% | 89 |
|
|
2021
Q4 | $6.47M | Sell |
124,532
-8,229
| -6% | -$428K | 0.11% | 91 |
|
|
2021
Q3 | $7.17M | Sell |
132,761
-3,441
| -3% | -$186K | 0.13% | 83 |
|
|
2021
Q2 | $7.63M | Sell |
136,202
-7,277
| -5% | -$408K | 0.14% | 79 |
|
|
2021
Q1 | $8.34M | Sell |
143,479
-2,993
| -2% | -$174K | 0.17% | 73 |
|
|
2020
Q4 | $8.61M | Buy |
146,472
+9,808
| +7% | +$576K | 0.19% | 66 |
|
|
2020
Q3 | $8.13M | Sell |
136,664
-2,462
| -2% | -$146K | 0.2% | 66 |
|
|
2020
Q2 | $7.67M | Sell |
139,126
-2,042
| -1% | -$113K | 0.2% | 65 |
|
|
2020
Q1 | $7.59M | Sell |
141,168
-3,496
| -2% | -$188K | 0.25% | 62 |
|
|
2019
Q4 | $8.88M | Sell |
144,664
-12,304
| -8% | -$755K | 0.24% | 65 |
|
|
2019
Q3 | $9.48M | Buy |
156,968
+6,088
| +4% | +$367K | 0.28% | 63 |
|
|
2019
Q2 | $8.62M | Buy |
150,880
+23,792
| +19% | +$1.36M | 0.26% | 65 |
|
|
2019
Q1 | $7.52M | Buy |
127,088
+7,306
| +6% | +$432K | 0.24% | 70 |
|
|
2018
Q4 | $6.74M | Buy |
119,782
+67
| +0.1% | +$3.77K | 0.25% | 70 |
|
|
2018
Q3 | $6.39M | Buy |
119,715
+6,431
| +6% | +$343K | 0.2% | 77 |
|
|
2018
Q2 | $5.7M | Buy |
113,284
+57,173
| +102% | +$2.88M | 0.19% | 81 |
|
|
2018
Q1 | $2.68M | Sell |
56,111
-489
| -0.9% | -$23.4K | 0.1% | 114 |
|
|
2017
Q4 | $3M | Sell |
56,600
-1,947
| -3% | -$103K | 0.11% | 105 |
|
|
2017
Q3 | $2.9M | Sell |
58,547
-355
| -0.6% | -$17.6K | 0.11% | 108 |
|
|
2017
Q2 | $2.63M | Sell |
58,902
-21,109
| -26% | -$943K | 0.1% | 116 |
|
|
2017
Q1 | $3.9M | Buy |
80,011
+4,048
| +5% | +$197K | 0.15% | 99 |
|
|
2016
Q4 | $4.06M | Buy |
75,963
+9,085
| +14% | +$485K | 0.17% | 95 |
|
|
2016
Q3 | $3.48M | Buy |
66,878
+2,798
| +4% | +$145K | 0.14% | 106 |
|
|
2016
Q2 | $3.58M | Buy |
64,080
+3,740
| +6% | +$209K | 0.16% | 101 |
|
|
2016
Q1 | $3.26M | Buy |
60,340
+7,187
| +14% | +$389K | 0.14% | 101 |
|
|
2015
Q4 | $2.46M | Buy |
53,153
+670
| +1% | +$31K | 0.11% | 118 |
|
|
2015
Q3 | $2.28M | Sell |
52,483
-753
| -1% | -$32.8K | 0.11% | 119 |
|
|
2015
Q2 | $2.48M | Sell |
53,236
-10,638
| -17% | -$496K | 0.11% | 122 |
|
|
2015
Q1 | $3.11M | Buy |
63,874
+7,360
| +13% | +$358K | 0.14% | 113 |
|
|
2014
Q4 | $2.64M | Buy |
56,514
+1,520
| +3% | +$71K | 0.13% | 112 |
|
|
2014
Q3 | $2.75M | Sell |
54,994
-1,563
| -3% | -$78.1K | 0.14% | 123 |
|
|
2014
Q2 | $2.77M | Buy |
56,557
+2,500
| +5% | +$122K | 0.14% | 120 |
|
|
2014
Q1 | $2.58M | Buy |
54,057
+7,187
| +15% | +$343K | 0.14% | 122 |
|
|
2013
Q4 | $2.31M | Buy |
46,870
+481
| +1% | +$23.7K | 0.13% | 132 |
|
|
2013
Q3 | $2.16M | Sell |
46,389
-5,454
| -11% | -$254K | 0.12% | 157 |
|
|
2013
Q2 | $2.61M | Buy |
+51,843
| New | +$2.61M | 0.15% | 138 |
|