Family Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.83M | Buy |
+56,400
| New | +$2.61M | 0.34% | 76 |
|
|
2023
Q3 | – | Sell |
-44,007
| Closed | -$1.64M | – | 176 |
|
|
2023
Q2 | $1.64M | Sell |
44,007
-2,159
| -5% | -$79.9K | 0.36% | 51 |
|
|
2023
Q1 | $1.8M | Sell |
46,166
-2,425
| -5% | -$95.6K | 0.41% | 48 |
|
|
2022
Q4 | $1.91M | Sell |
48,591
-3,980
| -8% | -$150K | 0.47% | 50 |
|
|
2022
Q3 | $2M | Sell |
52,571
-7,114
| -12% | -$317K | 0.54% | 49 |
|
|
2022
Q2 | $3.03M | Sell |
59,685
-6,433
| -10% | -$325K | 0.86% | 39 |
|
|
2022
Q1 | $3.37M | Buy |
66,118
+485
| +0.7% | +$25.7K | 0.93% | 33 |
|
|
2021
Q4 | $3.41M | Buy |
65,633
+557
| +0.9% | +$29.1K | 0.89% | 39 |
|
|
2021
Q3 | $3.52M | Sell |
65,076
-674
| -1% | -$37.3K | 0.97% | 35 |
|
|
2021
Q2 | $3.68M | Buy |
65,750
+5,405
| +9% | +$310K | 0.98% | 32 |
|
|
2021
Q1 | $3.51M | Buy |
60,345
+2,252
| +4% | +$127K | 1.1% | 29 |
|
|
2020
Q4 | $3.41M | Buy |
58,093
+2,983
| +5% | +$177K | 1.17% | 30 |
|
|
2020
Q3 | $3.28M | Sell |
55,110
-1,516
| -3% | -$88.1K | 1.44% | 20 |
|
|
2020
Q2 | $3.12M | Buy |
56,626
+613
| +1% | +$34.5K | 1.27% | 22 |
|
|
2020
Q1 | $3.01M | Sell |
56,013
-6,337
| -10% | -$363K | 1.5% | 16 |
|
|
2019
Q4 | $3.83M | Buy |
62,350
+425
| +0.7% | +$25.6K | 1.32% | 21 |
|
|
2019
Q3 | $3.74M | Sell |
61,925
-448
| -0.7% | -$25.8K | 1.4% | 20 |
|
|
2019
Q2 | $3.56M | Buy |
62,373
+4,473
| +8% | +$258K | 1.4% | 19 |
|
|
2019
Q1 | $3.42M | Sell |
57,900
-5,114
| -8% | -$290K | 1.48% | 18 |
|
|
2018
Q4 | $3.54M | Sell |
63,014
-25,832
| -29% | -$1.47M | 1.48% | 17 |
|
|
2018
Q3 | $4.74M | Buy |
88,846
+188
| +0.2% | +$9.95K | 2.77% | 11 |
|
|
2018
Q2 | $4.46M | Sell |
88,658
-83
| -0.1% | -$4.02K | 2.76% | 11 |
|
|
2018
Q1 | $4.24M | Sell |
88,741
-5,516
| -6% | -$277K | 3.19% | 11 |
|
|
2017
Q4 | $4.99M | Sell |
94,257
-6,465
| -6% | -$318K | 3.48% | 9 |
|
|
2017
Q3 | $4.99M | Sell |
100,722
-2,526
| -2% | -$119K | 3.41% | 7 |
|
|
2017
Q2 | $4.61M | Buy |
103,248
+1,077
| +1% | +$50.2K | 3.17% | 11 |
|
|
2017
Q1 | $4.98M | Buy |
102,171
+726
| +0.7% | +$36.4K | 3.43% | 11 |
|
|
2016
Q4 | $5.42M | Sell |
101,445
-10,879
| -10% | -$544K | 3.71% | 8 |
|
|
2016
Q3 | $5.84M | Sell |
112,324
-22,245
| -17% | -$1.19M | 3.3% | 8 |
|
|
2016
Q2 | $7.51M | Sell |
134,569
-19,435
| -13% | -$1.01M | 4.25% | 3 |
|
|
2016
Q1 | $8.33M | Sell |
154,004
-1,289
| -0.8% | -$64.5K | 5.4% | 2 |
|
|
2015
Q4 | $7.18M | Sell |
155,293
-10,405
| -6% | -$472K | 3.71% | 6 |
|
|
2015
Q3 | $7.21M | Buy |
165,698
+8,194
| +5% | +$378K | 3.18% | 6 |
|
|
2015
Q2 | $7.34M | Buy |
157,504
+12,831
| +9% | +$628K | 3.03% | 6 |
|
|
2015
Q1 | $7.04M | Sell |
144,673
-10,230
| -7% | -$494K | 3.24% | 5 |
|
|
2014
Q4 | $7.25M | Sell |
154,903
-1,031
| -0.7% | -$50.4K | 3.29% | 4 |
|
|
2014
Q3 | $7.79M | Buy |
155,934
+3,330
| +2% | +$166K | 3.55% | 4 |
|
|
2014
Q2 | $7.47M | Buy |
152,604
+14,846
| +11% | +$719K | 3.64% | 4 |
|
|
2014
Q1 | $6.55M | Buy |
137,758
+7,369
| +6% | +$348K | 3.41% | 5 |
|
|
2013
Q4 | $6.41M | Buy |
130,389
+13,166
| +11% | +$647K | 3.68% | 5 |
|
|
2013
Q3 | $5.47M | Buy |
117,223
+6,450
| +6% | +$315K | 3.54% | 5 |
|
|
2013
Q2 | $5.58M | Buy |
+110,773
| New | +$5.65M | 3.39% | 6 |
|
Other funds holding VZ
VCM
VPM
