First American Trust’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$338K Sell
7,807
-1,089
-12% -$47.1K 0.03% 188
2025
Q1
$403K Buy
8,896
+861
+11% +$39K 0.04% 166
2024
Q4
$321K Sell
8,035
-1,944
-19% -$77.7K 0.03% 182
2024
Q3
$448K Sell
9,979
-75
-0.7% -$3.37K 0.04% 156
2024
Q2
$415K Sell
10,054
-1,092
-10% -$45K 0.04% 151
2024
Q1
$468K Buy
11,146
+5,057
+83% +$212K 0.05% 144
2023
Q4
$230K Sell
6,089
-1,728
-22% -$65.1K 0.03% 168
2023
Q3
$253K Buy
7,817
+1,954
+33% +$63.3K 0.04% 137
2023
Q2
$218K Buy
5,863
+644
+12% +$23.9K 0.03% 147
2023
Q1
$202K Buy
+5,219
New +$202K 0.03% 152
2022
Q4
Sell
-9,703
Closed -$369K 166
2022
Q3
$369K Buy
9,703
+2,833
+41% +$108K 0.06% 111
2022
Q2
$348K Sell
6,870
-280
-4% -$14.2K 0.06% 125
2022
Q1
$364K Buy
7,150
+605
+9% +$30.8K 0.05% 125
2021
Q4
$340K Buy
6,545
+138
+2% +$7.17K 0.05% 128
2021
Q3
$346K Sell
6,407
-379
-6% -$20.5K 0.05% 125
2021
Q2
$380K Sell
6,786
-700
-9% -$39.2K 0.06% 115
2021
Q1
$435K Sell
7,486
-3,561
-32% -$207K 0.07% 111
2020
Q4
$649K Buy
11,047
+581
+6% +$34.1K 0.11% 92
2020
Q3
$623K Sell
10,466
-693
-6% -$41.3K 0.11% 85
2020
Q2
$616K Buy
11,159
+873
+8% +$48.2K 0.12% 83
2020
Q1
$553K Sell
10,286
-9,176
-47% -$493K 0.14% 75
2019
Q4
$1.2M Sell
19,462
-519
-3% -$31.9K 0.23% 76
2019
Q3
$1.21M Sell
19,981
-640
-3% -$38.6K 0.24% 72
2019
Q2
$1.18M Buy
20,621
+10,702
+108% +$611K 0.25% 74
2019
Q1
$587K Sell
9,919
-200
-2% -$11.8K 0.13% 79
2018
Q4
$569K Sell
10,119
-969
-9% -$54.5K 0.14% 76
2018
Q3
$592K Sell
11,088
-5,985
-35% -$320K 0.13% 79
2018
Q2
$859K Buy
17,073
+5,359
+46% +$270K 0.2% 82
2018
Q1
$560K Sell
11,714
-538
-4% -$25.7K 0.14% 88
2017
Q4
$648K Buy
12,252
+5,535
+82% +$293K 0.16% 80
2017
Q3
$332K Buy
6,717
+701
+12% +$34.6K 0.09% 89
2017
Q2
$269K Buy
6,016
+1,100
+22% +$49.2K 0.07% 94
2017
Q1
$239K Buy
4,916
+792
+19% +$38.5K 0.07% 95
2016
Q4
$220K Sell
4,124
-624
-13% -$33.3K 0.07% 104
2016
Q3
$247K Sell
4,748
-789
-14% -$41K 0.08% 100
2016
Q2
$309K Sell
5,537
-439
-7% -$24.5K 0.11% 87
2016
Q1
$323K Buy
+5,976
New +$323K 0.11% 85
2015
Q2
Sell
-6,703
Closed -$326K 101
2015
Q1
$326K Sell
6,703
-3,565
-35% -$173K 0.12% 78
2014
Q4
$480K Buy
10,268
+777
+8% +$36.3K 0.18% 74
2014
Q3
$474K Buy
9,491
+1,304
+16% +$65.1K 0.18% 74
2014
Q2
$401K Buy
8,187
+290
+4% +$14.2K 0.15% 71
2014
Q1
$376K Sell
7,897
-4,652
-37% -$221K 0.14% 75
2013
Q4
$616K Buy
12,549
+1,700
+16% +$83.4K 0.21% 78
2013
Q3
$507K Buy
10,849
+36
+0.3% +$1.68K 0.18% 78
2013
Q2
$545K Buy
+10,813
New +$545K 0.2% 78