Everence Capital 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 | $3.55M | Sell |
81,980
-8,860
| -10% | -$383K | 0.23% | 70 |
|
|
2025
Q1 | $4.12M | Buy |
90,840
+1,540
| +2% | +$69.9K | 0.28% | 63 |
|
|
2024
Q4 | $3.57M | Sell |
89,300
-26,190
| -23% | -$1.05M | 0.23% | 69 |
|
|
2024
Q3 | $5.19M | Sell |
115,490
-27,150
| -19% | -$1.22M | 0.33% | 49 |
|
|
2024
Q2 | $5.63K | Hold |
142,640
| – | – | 0.39% | 44 |
|
|
2024
Q1 | $5.99K | Hold |
142,640
| – | – | 0.4% | 44 |
|
|
2023
Q4 | $5.38M | Buy |
142,640
+27,950
| +24% | +$1.05M | 0.38% | 44 |
|
|
2023
Q3 | $3.72K | Buy |
114,690
+10,610
| +10% | +$344 | 0.29% | 62 |
|
|
2023
Q2 | $3.71M | Hold |
104,080
| – | – | 0.3% | 54 |
|
|
2023
Q1 | $4.05K | Hold |
104,080
| – | – | 0.33% | 48 |
|
|
2022
Q4 | $4.1K | Buy |
104,080
+30,920
| +42% | +$1.22K | 0.35% | 50 |
|
|
2022
Q3 | $2.78M | Hold |
73,160
| – | – | 0.26% | 72 |
|
|
2022
Q2 | $3.71M | Buy |
73,160
+5,550
| +8% | +$282K | 0.33% | 60 |
|
|
2022
Q1 | $3.44M | Sell |
67,610
-36,640
| -35% | -$1.87M | 0.26% | 76 |
|
|
2021
Q4 | $5.42M | Buy |
104,250
+15,250
| +17% | +$792K | 0.4% | 43 |
|
|
2021
Q3 | $4.81M | Sell |
89,000
-7,820
| -8% | -$422K | 0.39% | 44 |
|
|
2021
Q2 | $5.43M | Hold |
96,820
| – | – | 0.45% | 41 |
|
|
2021
Q1 | $5.63M | Hold |
96,820
| – | – | 0.51% | 33 |
|
|
2020
Q4 | $5.69M | Sell |
96,820
-7,290
| -7% | -$428K | 0.55% | 31 |
|
|
2020
Q3 | $6.19M | Buy |
104,110
+6,320
| +6% | +$376K | 0.68% | 21 |
|
|
2020
Q2 | $5.61M | Hold |
97,790
| – | – | 0.66% | 21 |
|
|
2020
Q1 | $5.25M | Hold |
97,790
| – | – | 0.74% | 19 |
|
|
2019
Q4 | $6M | Sell |
97,790
-3,448
| -3% | -$212K | 0.9% | 16 |
|
|
2019
Q3 | $6.11M | Hold |
101,238
| – | – | 0.99% | 13 |
|
|
2019
Q2 | $5.78M | Hold |
101,238
| – | – | 0.96% | 14 |
|
|
2019
Q1 | $5.99M | Buy |
101,238
+25,098
| +33% | +$1.48M | 1.05% | 11 |
|
|
2018
Q4 | $4.28M | Hold |
76,140
| – | – | 0.99% | 17 |
|
|
2018
Q3 | $4.07M | Hold |
76,140
| – | – | 0.81% | 20 |
|
|
2018
Q2 | $3.83M | Hold |
76,140
| – | – | 0.81% | 21 |
|
|
2018
Q1 | $3.64M | Sell |
76,140
-6,444
| -8% | -$308K | 0.81% | 20 |
|
|
2017
Q4 | $4.37M | Sell |
82,584
-4,308
| -5% | -$228K | 0.96% | 17 |
|
|
2017
Q3 | $4.3M | Hold |
86,892
| – | – | 0.98% | 17 |
|
|
2017
Q2 | $3.88M | Hold |
86,892
| – | – | 0.95% | 19 |
|
|
2017
Q1 | $4.24M | Hold |
86,892
| – | – | 1.11% | 14 |
|
|
2016
Q4 | $4.64M | Buy |
86,892
+8,072
| +10% | +$431K | 1.33% | 11 |
|
|
2016
Q3 | $4.1M | Hold |
78,820
| – | – | 1.22% | 12 |
|
|
2016
Q2 | $4.4M | Buy |
78,820
+23,030
| +41% | +$1.29M | 1.35% | 12 |
|
|
2016
Q1 | $3.02M | Hold |
55,790
| – | – | 0.94% | 20 |
|
|
2015
Q4 | $2.58M | Sell |
55,790
-14,520
| -21% | -$671K | 0.84% | 28 |
|
|
2015
Q3 | $3.06M | Hold |
70,310
| – | – | 1.06% | 18 |
|
|
2015
Q2 | $3.28M | Hold |
70,310
| – | – | 1.06% | 16 |
|
|
2015
Q1 | $3.48M | Hold |
70,310
| – | – | 1.17% | 11 |
|
|
2014
Q4 | $3.29M | Buy |
70,310
+5,927
| +9% | +$277K | 1.13% | 11 |
|
|
2014
Q3 | $3.21M | Hold |
64,383
| – | – | 1.17% | 13 |
|
|
2014
Q2 | $3.15M | Buy |
64,383
+6,710
| +12% | +$328K | 1.17% | 13 |
|
|
2014
Q1 | $2.74M | Buy |
57,673
+4,860
| +9% | +$231K | 1.08% | 16 |
|
|
2013
Q4 | $2.6M | Sell |
52,813
-3,020
| -5% | -$148K | 1.05% | 17 |
|
|
2013
Q3 | $2.61M | Hold |
55,833
| – | – | 1.12% | 19 |
|
|
2013
Q2 | $2.81M | Buy |
+55,833
| New | +$2.81M | 1.27% | 15 |
|