EHC
Everett Harris & Co’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.9M | Sell |
574,581
-1,408
| -0.2% | -$60.9K | 0.32% | 34 |
|
|
2025
Q1 | $26.1M | Sell |
575,989
-6,217
| -1% | -$282K | 0.34% | 32 |
|
|
2024
Q4 | $23.3M | Buy |
582,206
+8,393
| +1% | +$336K | 0.29% | 36 |
|
|
2024
Q3 | $25.8M | Buy |
573,813
+1,165
| +0.2% | +$52.3K | 0.32% | 34 |
|
|
2024
Q2 | $23.6M | Buy |
572,648
+704
| +0.1% | +$29K | 0.3% | 34 |
|
|
2024
Q1 | $24M | Buy |
571,944
+2,670
| +0.5% | +$112K | 0.32% | 35 |
|
|
2023
Q4 | $21.5M | Sell |
569,274
-50,379
| -8% | -$1.9M | 0.31% | 35 |
|
|
2023
Q3 | $20.1M | Buy |
619,653
+55,989
| +10% | +$1.81M | 0.31% | 36 |
|
|
2023
Q2 | $21M | Sell |
563,664
-3,104
| -0.5% | -$115K | 0.32% | 36 |
|
|
2023
Q1 | $22M | Buy |
566,768
+1,675
| +0.3% | +$65.1K | 0.36% | 36 |
|
|
2022
Q4 | $22.3M | Sell |
565,093
-25,093
| -4% | -$989K | 0.38% | 37 |
|
|
2022
Q3 | $22.4M | Buy |
590,186
+110,244
| +23% | +$4.19M | 0.41% | 37 |
|
|
2022
Q2 | $24.4M | Sell |
479,942
-38,550
| -7% | -$1.96M | 0.42% | 38 |
|
|
2022
Q1 | $26.4M | Buy |
518,492
+27,036
| +6% | +$1.38M | 0.38% | 40 |
|
|
2021
Q4 | $25.5M | Buy |
491,456
+28,710
| +6% | +$1.49M | 0.35% | 41 |
|
|
2021
Q3 | $25M | Buy |
462,746
+19,529
| +4% | +$1.05M | 0.4% | 38 |
|
|
2021
Q2 | $24.8M | Buy |
443,217
+18,404
| +4% | +$1.03M | 0.4% | 39 |
|
|
2021
Q1 | $24.7M | Buy |
424,813
+25,933
| +7% | +$1.51M | 0.43% | 39 |
|
|
2020
Q4 | $23.4M | Buy |
398,880
+185,940
| +87% | +$10.9M | 0.41% | 39 |
|
|
2020
Q3 | $12.7M | Buy |
212,940
+61,957
| +41% | +$3.69M | 0.25% | 49 |
|
|
2020
Q2 | $8.32M | Buy |
150,983
+26,487
| +21% | +$1.46M | 0.18% | 51 |
|
|
2020
Q1 | $6.69M | Buy |
124,496
+32,163
| +35% | +$1.73M | 0.17% | 54 |
|
|
2019
Q4 | $5.67M | Buy |
92,333
+7,357
| +9% | +$452K | 0.13% | 61 |
|
|
2019
Q3 | $5.13M | Sell |
84,976
-8,582
| -9% | -$518K | 0.13% | 61 |
|
|
2019
Q2 | $5.35M | Buy |
93,558
+1,802
| +2% | +$103K | 0.13% | 62 |
|
|
2019
Q1 | $5.43M | Buy |
91,756
+8,264
| +10% | +$489K | 0.14% | 57 |
|
|
2018
Q4 | $4.69M | Sell |
83,492
-3,050
| -4% | -$171K | 0.13% | 58 |
|
|
2018
Q3 | $4.62M | Buy |
86,542
+4,718
| +6% | +$252K | 0.12% | 61 |
|
|
2018
Q2 | $4.12M | Buy |
81,824
+4,140
| +5% | +$208K | 0.11% | 61 |
|
|
2018
Q1 | $3.72M | Sell |
77,684
-387
| -0.5% | -$18.5K | 0.1% | 64 |
|
|
2017
Q4 | $4.13M | Sell |
78,071
-8,267
| -10% | -$438K | 0.12% | 67 |
|
|
2017
Q3 | $4.27M | Sell |
86,338
-52,367
| -38% | -$2.59M | 0.13% | 63 |
|
|
2017
Q2 | $6.2M | Sell |
138,705
-109,588
| -44% | -$4.89M | 0.19% | 53 |
|
|
2017
Q1 | $12.1M | Sell |
248,293
-3,987
| -2% | -$194K | 0.4% | 45 |
|
|
2016
Q4 | $13.5M | Sell |
252,280
-23,144
| -8% | -$1.24M | 0.47% | 42 |
|
|
2016
Q3 | $14.3M | Buy |
275,424
+12,788
| +5% | +$665K | 0.51% | 41 |
|
|
2016
Q2 | $14.7M | Sell |
262,636
-1,930
| -0.7% | -$108K | 0.52% | 39 |
|
|
2016
Q1 | $14.3M | Sell |
264,566
-4,709
| -2% | -$255K | 0.51% | 39 |
|
|
2015
Q4 | $12.4M | Sell |
269,275
-74,188
| -22% | -$3.43M | 0.43% | 42 |
|
|
2015
Q3 | $14.9M | Sell |
343,463
-1,723
| -0.5% | -$75K | 0.55% | 37 |
|
|
2015
Q2 | $16.1M | Buy |
345,186
+41,681
| +14% | +$1.94M | 0.56% | 37 |
|
|
2015
Q1 | $14.8M | Buy |
303,505
+15,013
| +5% | +$730K | 0.51% | 39 |
|
|
2014
Q4 | $13.5M | Buy |
288,492
+7,910
| +3% | +$370K | 0.46% | 40 |
|
|
2014
Q3 | $14M | Buy |
280,582
+3,092
| +1% | +$155K | 0.51% | 39 |
|
|
2014
Q2 | $13.6M | Sell |
277,490
-203,366
| -42% | -$9.95M | 0.5% | 41 |
|
|
2014
Q1 | $22.9M | Buy |
480,856
+474,392
| +7,339% | +$22.6M | 0.85% | 35 |
|
|
2013
Q4 | $318K | Hold |
6,464
| – | – | 0.01% | 181 |
|
|
2013
Q3 | $302K | Hold |
6,464
| – | – | 0.01% | 167 |
|
|
2013
Q2 | $325K | Buy |
+6,464
| New | +$325K | 0.01% | 169 |
|