Evermay Wealth 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 | $205K | Sell |
4,746
-55
| -1% | -$2.38K | 0.03% | 195 |
|
|
2025
Q1 | $218K | Buy |
4,801
+1,387
| +41% | +$62.9K | 0.03% | 179 |
|
|
2024
Q4 | $137K | Sell |
3,414
-75
| -2% | -$3K | 0.02% | 227 |
|
|
2024
Q3 | $157K | Sell |
3,489
-83
| -2% | -$3.73K | 0.03% | 222 |
|
|
2024
Q2 | $147K | Sell |
3,572
-203
| -5% | -$8.37K | 0.02% | 220 |
|
|
2024
Q1 | $158K | Sell |
3,775
-268
| -7% | -$11.2K | 0.02% | 214 |
|
|
2023
Q4 | $152K | Buy |
4,043
+40
| +1% | +$1.51K | 0.03% | 199 |
|
|
2023
Q3 | $130K | Sell |
4,003
-473
| -11% | -$15.3K | 0.03% | 207 |
|
|
2023
Q2 | $166K | Buy |
4,476
+671
| +18% | +$25K | 0.03% | 193 |
|
|
2023
Q1 | $148K | Sell |
3,805
-25
| -0.7% | -$972 | 0.03% | 203 |
|
|
2022
Q4 | $151K | Sell |
3,830
-4,235
| -53% | -$167K | 0.03% | 189 |
|
|
2022
Q3 | $306K | Sell |
8,065
-3,910
| -33% | -$148K | 0.06% | 131 |
|
|
2022
Q2 | $608K | Buy |
11,975
+1,327
| +12% | +$67.4K | 0.12% | 78 |
|
|
2022
Q1 | $542K | Sell |
10,648
-5,364
| -33% | -$273K | 0.09% | 101 |
|
|
2021
Q4 | $832K | Sell |
16,012
-7,419
| -32% | -$385K | 0.15% | 55 |
|
|
2021
Q3 | $1.27M | Sell |
23,431
-4,371
| -16% | -$236K | 0.25% | 36 |
|
|
2021
Q2 | $1.56M | Buy |
27,802
+161
| +0.6% | +$9.02K | 0.29% | 32 |
|
|
2021
Q1 | $1.61M | Sell |
27,641
-1,908
| -6% | -$111K | 0.32% | 32 |
|
|
2020
Q4 | $1.74M | Buy |
29,549
+39
| +0.1% | +$2.29K | 0.38% | 28 |
|
|
2020
Q3 | $1.76M | Buy |
29,510
+854
| +3% | +$50.8K | 0.43% | 29 |
|
|
2020
Q2 | $1.58M | Buy |
28,656
+3,325
| +13% | +$183K | 0.42% | 32 |
|
|
2020
Q1 | $1.36M | Buy |
25,331
+1,555
| +7% | +$83.5K | 0.41% | 28 |
|
|
2019
Q4 | $1.46M | Buy |
23,776
+3,035
| +15% | +$186K | 0.36% | 36 |
|
|
2019
Q3 | $1.25M | Buy |
20,741
+2,921
| +16% | +$176K | 0.34% | 36 |
|
|
2019
Q2 | $1.02M | Buy |
17,820
+102
| +0.6% | +$5.83K | 0.28% | 41 |
|
|
2019
Q1 | $1.05M | Buy |
17,718
+3,945
| +29% | +$233K | 0.3% | 40 |
|
|
2018
Q4 | $774K | Buy |
13,773
+232
| +2% | +$13K | 0.25% | 43 |
|
|
2018
Q3 | $723K | Sell |
13,541
-1,893
| -12% | -$101K | 0.23% | 48 |
|
|
2018
Q2 | $776K | Sell |
15,434
-4,260
| -22% | -$214K | 0.26% | 44 |
|
|
2018
Q1 | $942K | Sell |
19,694
-403
| -2% | -$19.3K | 0.32% | 39 |
|
|
2017
Q4 | $1.06M | Buy |
20,097
+9,454
| +89% | +$501K | 0.39% | 33 |
|
|
2017
Q3 | $527K | Sell |
10,643
-892
| -8% | -$44.2K | 0.23% | 41 |
|
|
2017
Q2 | $515K | Sell |
11,535
-2,191
| -16% | -$97.8K | 0.23% | 38 |
|
|
2017
Q1 | $669K | Buy |
13,726
+2,085
| +18% | +$102K | 0.3% | 31 |
|
|
2016
Q4 | $621K | Sell |
11,641
-931
| -7% | -$49.7K | 0.3% | 28 |
|
|
2016
Q3 | $653K | Buy |
12,572
+168
| +1% | +$8.73K | 0.33% | 25 |
|
|
2016
Q2 | $693K | Sell |
12,404
-282
| -2% | -$15.8K | 0.36% | 27 |
|
|
2016
Q1 | $686K | Hold |
12,686
| – | – | 0.38% | 29 |
|
|
2015
Q4 | $586K | Sell |
12,686
-2,479
| -16% | -$115K | 0.35% | 29 |
|
|
2015
Q3 | $660K | Buy |
15,165
+971
| +7% | +$42.3K | 0.4% | 29 |
|
|
2015
Q2 | $662K | Sell |
14,194
-100
| -0.7% | -$4.66K | 0.39% | 27 |
|
|
2015
Q1 | $695K | Buy |
14,294
+1,443
| +11% | +$70.2K | 0.41% | 27 |
|
|
2014
Q4 | $601K | Buy |
12,851
+731
| +6% | +$34.2K | 0.39% | 29 |
|
|
2014
Q3 | $606K | Buy |
12,120
+441
| +4% | +$22.1K | 0.52% | 27 |
|
|
2014
Q2 | $571K | Buy |
11,679
+3,800
| +48% | +$186K | 0.49% | 27 |
|
|
2014
Q1 | $375K | Buy |
+7,879
| New | +$375K | 0.4% | 37 |
|