Evergreen 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
$2.09M Buy
48,308
+8,253
+21% +$357K 0.06% 256
2025
Q1
$1.82M Buy
40,055
+13,413
+50% +$608K 0.06% 265
2024
Q4
$1.07M Buy
26,642
+2,300
+9% +$92K 0.03% 327
2024
Q3
$1.09M Buy
24,342
+1,220
+5% +$54.8K 0.04% 319
2024
Q2
$954K Buy
23,122
+1,918
+9% +$79.1K 0.03% 316
2024
Q1
$890K Buy
21,204
+1,086
+5% +$45.6K 0.03% 308
2023
Q4
$758K Sell
20,118
-20,950
-51% -$790K 0.03% 327
2023
Q3
$1.33M Buy
41,068
+3,079
+8% +$99.8K 0.06% 259
2023
Q2
$1.41M Buy
37,989
+14,197
+60% +$528K 0.06% 246
2023
Q1
$925K Buy
23,792
+2,391
+11% +$93K 0.04% 284
2022
Q4
$843K Sell
21,401
-8,093
-27% -$319K 0.04% 299
2022
Q3
$1.12M Buy
29,494
+10,278
+53% +$390K 0.06% 252
2022
Q2
$975K Sell
19,216
-5,672
-23% -$288K 0.05% 251
2022
Q1
$1.27M Buy
24,888
+2,140
+9% +$109K 0.05% 258
2021
Q4
$1.18M Sell
22,748
-37,260
-62% -$1.94M 0.05% 266
2021
Q3
$3.24M Buy
60,008
+7,515
+14% +$406K 0.15% 159
2021
Q2
$2.94M Sell
52,493
-102,248
-66% -$5.73M 0.14% 163
2021
Q1
$9M Buy
154,741
+59,656
+63% +$3.47M 0.46% 56
2020
Q4
$5.59M Sell
95,085
-15,943
-14% -$937K 0.33% 81
2020
Q3
$6.61M Buy
111,028
+1,654
+2% +$98.4K 0.46% 55
2020
Q2
$6.03M Buy
109,374
+9,705
+10% +$535K 0.46% 57
2020
Q1
$5.36M Buy
99,669
+72,420
+266% +$3.89M 0.5% 54
2019
Q4
$1.67M Buy
27,249
+7,533
+38% +$463K 0.14% 136
2019
Q3
$1.19M Sell
19,716
-1,428
-7% -$86.2K 0.11% 148
2019
Q2
$1.21M Buy
21,144
+1,137
+6% +$65K 0.12% 145
2019
Q1
$1.18M Buy
20,007
+1,087
+6% +$64.3K 0.12% 141
2018
Q4
$1.06M Buy
18,920
+1,784
+10% +$100K 0.11% 146
2018
Q3
$915K Buy
17,136
+119
+0.7% +$6.35K 0.08% 166
2018
Q2
$856K Sell
17,017
-1,796
-10% -$90.3K 0.08% 166
2018
Q1
$900K Sell
18,813
-33,483
-64% -$1.6M 0.09% 150
2017
Q4
$2.77M Sell
52,296
-14,380
-22% -$761K 0.28% 86
2017
Q3
$3.3M Buy
66,676
+8,774
+15% +$434K 0.39% 71
2017
Q2
$2.59M Buy
57,902
+3,250
+6% +$145K 0.42% 68
2017
Q1
$2.66M Sell
54,652
-5,080
-9% -$248K 0.55% 54
2016
Q4
$3.19M Buy
59,732
+1,420
+2% +$75.8K 0.62% 50
2016
Q3
$3.03M Buy
58,312
+552
+1% +$28.7K 0.6% 50
2016
Q2
$3.23M Sell
57,760
-981
-2% -$54.8K 0.7% 44
2016
Q1
$3.18M Sell
58,741
-312
-0.5% -$16.9K 0.73% 40
2015
Q4
$2.73M Sell
59,053
-1,579
-3% -$73K 0.65% 45
2015
Q3
$2.64M Buy
60,632
+1,692
+3% +$73.6K 0.68% 48
2015
Q2
$2.75M Sell
58,940
-27,424
-32% -$1.28M 0.67% 56
2015
Q1
$4.2M Buy
86,364
+1,513
+2% +$73.6K 0.93% 37
2014
Q4
$4.24M Sell
84,851
-1,550
-2% -$77.5K 0.84% 41
2014
Q3
$4.32M Buy
86,401
+1,775
+2% +$88.7K 0.84% 40
2014
Q2
$4.14M Sell
84,626
-1,450
-2% -$71K 0.82% 43
2014
Q1
$4.09M Buy
86,076
+76,657
+814% +$3.65M 0.82% 41
2013
Q4
$463K Sell
9,419
-525
-5% -$25.8K 0.08% 86
2013
Q3
$464K Sell
9,944
-366
-4% -$17.1K 0.07% 100
2013
Q2
$519K Buy
+10,310
New +$519K 0.08% 100