Exeter Financial’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.95M | Sell |
91,396
-633
| -0.7% | -$27.4K | 1.76% | 18 |
|
2025
Q1 | $4.17M | Buy |
92,029
+5,881
| +7% | +$267K | 1.87% | 18 |
|
2024
Q4 | $3.45M | Buy |
86,148
+3,570
| +4% | +$143K | 1.58% | 22 |
|
2024
Q3 | $3.71M | Buy |
82,578
+3,313
| +4% | +$149K | 1.64% | 23 |
|
2024
Q2 | $3.27M | Buy |
79,265
+2,929
| +4% | +$121K | 1.56% | 22 |
|
2024
Q1 | $3.24M | Buy |
76,336
+11,371
| +18% | +$483K | 1.49% | 23 |
|
2023
Q4 | $2.54M | Sell |
64,965
-8,737
| -12% | -$341K | 1.23% | 32 |
|
2023
Q3 | $2.39M | Buy |
73,702
+2,991
| +4% | +$96.9K | 1.26% | 29 |
|
2023
Q2 | $2.47M | Sell |
70,711
-7,068
| -9% | -$247K | 1.28% | 32 |
|
2023
Q1 | $3.06M | Buy |
77,779
+8,215
| +12% | +$323K | 1.53% | 19 |
|
2022
Q4 | $2.74M | Sell |
69,564
-3,509
| -5% | -$138K | 1.43% | 23 |
|
2022
Q3 | $2.78M | Buy |
73,073
+272
| +0.4% | +$10.3K | 1.61% | 21 |
|
2022
Q2 | $3.7M | Buy |
72,801
+3,523
| +5% | +$179K | 2.06% | 15 |
|
2022
Q1 | $3.53M | Buy |
69,278
+4,068
| +6% | +$207K | 1.91% | 15 |
|
2021
Q4 | $3.51M | Buy |
65,210
+4,189
| +7% | +$226K | 1.92% | 14 |
|
2021
Q3 | $3.3M | Buy |
61,021
+1,939
| +3% | +$105K | 1.97% | 17 |
|
2021
Q2 | $3.34M | Buy |
59,082
+401
| +0.7% | +$22.6K | 1.93% | 17 |
|
2021
Q1 | $3.41M | Buy |
58,681
+1,598
| +3% | +$92.9K | 2.15% | 13 |
|
2020
Q4 | $3.35M | Buy |
57,083
+2,208
| +4% | +$130K | 2.33% | 13 |
|
2020
Q3 | $3.27M | Buy |
54,875
+223
| +0.4% | +$13.3K | 2.55% | 10 |
|
2020
Q2 | $3.01M | Sell |
54,652
-1,327
| -2% | -$73.2K | 2.51% | 11 |
|
2020
Q1 | $3.01M | Buy |
55,979
+2,457
| +5% | +$132K | 2.83% | 10 |
|
2019
Q4 | $3.29M | Sell |
53,522
-847
| -2% | -$52K | 2.55% | 13 |
|
2019
Q3 | $3.28M | Sell |
54,369
-167
| -0.3% | -$10.1K | 2.61% | 10 |
|
2019
Q2 | $3.12M | Buy |
54,536
+499
| +0.9% | +$28.5K | 2.61% | 12 |
|
2019
Q1 | $3.2M | Sell |
54,037
-455
| -0.8% | -$26.9K | 2.77% | 9 |
|
2018
Q4 | $3.06M | Sell |
54,492
-1,510
| -3% | -$84.9K | 2.89% | 8 |
|
2018
Q3 | $2.99M | Sell |
56,002
-408
| -0.7% | -$21.8K | 2.46% | 15 |
|
2018
Q2 | $2.84M | Sell |
56,410
-1,446
| -2% | -$72.7K | 2.5% | 12 |
|
2018
Q1 | $2.77M | Buy |
57,856
+7,475
| +15% | +$357K | 2.37% | 13 |
|
2017
Q4 | $2.67M | Buy |
+50,381
| New | +$2.67M | 2.32% | 14 |
|