Geneos 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 | $7.06M | Sell |
163,178
-156,689
| -49% | -$6.78M | 0.17% | 147 |
|
|
2025
Q1 | $14.5M | Buy |
319,867
+157,986
| +98% | +$7.17M | 0.21% | 121 |
|
|
2024
Q4 | $6.47M | Buy |
161,881
+4,224
| +3% | +$169K | 0.23% | 101 |
|
|
2024
Q3 | $7.08M | Buy |
157,657
+26,260
| +20% | +$1.18M | 0.27% | 86 |
|
|
2024
Q2 | $5.42M | Sell |
131,397
-32,518
| -20% | -$1.34M | 0.24% | 93 |
|
|
2024
Q1 | $6.88M | Buy |
163,915
+5,568
| +4% | +$234K | 0.32% | 71 |
|
|
2023
Q4 | $5.97M | Sell |
158,347
-33,197
| -17% | -$1.25M | 0.29% | 74 |
|
|
2023
Q3 | $6.21M | Sell |
191,544
-1,065
| -0.6% | -$34.5K | 0.32% | 70 |
|
|
2023
Q2 | $7.16M | Buy |
192,609
+30,629
| +19% | +$1.14M | 0.38% | 56 |
|
|
2023
Q1 | $6.3M | Sell |
161,980
-19,297
| -11% | -$750K | 0.38% | 57 |
|
|
2022
Q4 | $7.14M | Buy |
181,277
+39,019
| +27% | +$1.54M | 0.43% | 44 |
|
|
2022
Q3 | $5.4M | Sell |
142,258
-68,529
| -33% | -$2.6M | 0.37% | 57 |
|
|
2022
Q2 | $10.9M | Buy |
210,787
+12,651
| +6% | +$653K | 0.54% | 37 |
|
|
2022
Q1 | $10.1M | Buy |
198,136
+53,240
| +37% | +$2.71M | 0.43% | 43 |
|
|
2021
Q4 | $7.53M | Sell |
144,896
-5,297
| -4% | -$275K | 0.29% | 74 |
|
|
2021
Q3 | $8.16M | Buy |
150,193
+3,170
| +2% | +$172K | 0.31% | 62 |
|
|
2021
Q2 | $8.3M | Sell |
147,023
-24,028
| -14% | -$1.36M | 0.32% | 63 |
|
|
2021
Q1 | $9.9M | Buy |
171,051
+2,723
| +2% | +$158K | 0.28% | 83 |
|
|
2020
Q4 | $8.6M | Buy |
168,328
+14,609
| +10% | +$746K | 0.35% | 62 |
|
|
2020
Q3 | $9.13M | Sell |
153,719
-2,755
| -2% | -$164K | 0.47% | 43 |
|
|
2020
Q2 | $8.32M | Buy |
156,474
+1,724
| +1% | +$91.6K | 0.46% | 43 |
|
|
2020
Q1 | $8.17M | Buy |
154,750
+1,469
| +1% | +$77.5K | 0.55% | 34 |
|
|
2019
Q4 | $9.43M | Sell |
153,281
-1,478
| -1% | -$90.9K | 0.5% | 40 |
|
|
2019
Q3 | $9.33M | Sell |
154,759
-4,602
| -3% | -$278K | 0.56% | 33 |
|
|
2019
Q2 | $9.1M | Sell |
159,361
-1,289
| -0.8% | -$73.6K | 0.56% | 33 |
|
|
2019
Q1 | $9.55M | Buy |
160,650
+6,206
| +4% | +$369K | 0.63% | 27 |
|
|
2018
Q4 | $8.54M | Sell |
154,444
-3,869
| -2% | -$214K | 0.63% | 28 |
|
|
2018
Q3 | $8.45M | Buy |
158,313
+5,205
| +3% | +$278K | 0.56% | 31 |
|
|
2018
Q2 | $7.7M | Sell |
153,108
-17,168
| -10% | -$864K | 0.6% | 32 |
|
|
2018
Q1 | $8.14M | Sell |
170,276
-3,760
| -2% | -$180K | 0.71% | 25 |
|
|
2017
Q4 | $9.21M | Buy |
174,036
+10,707
| +7% | +$567K | 0.82% | 19 |
|
|
2017
Q3 | $8.08M | Buy |
163,329
+5,719
| +4% | +$283K | 0.8% | 21 |
|
|
2017
Q2 | $7.04M | Sell |
157,610
-8,075
| -5% | -$361K | 0.72% | 28 |
|
|
2017
Q1 | $8.08M | Buy |
165,685
+11,137
| +7% | +$543K | 0.84% | 16 |
|
|
2016
Q4 | $8.25M | Buy |
154,548
+7,954
| +5% | +$425K | 1.09% | 10 |
|
|
2016
Q3 | $7.62M | Sell |
146,594
-3,641
| -2% | -$189K | 1.03% | 12 |
|
|
2016
Q2 | $8.45M | Buy |
150,235
+30
| +0% | +$1.69K | 1.23% | 9 |
|
|
2016
Q1 | $8.11M | Buy |
+150,205
| New | +$8.11M | 1.24% | 10 |
|