Gradient Investments’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$299K Buy
6,904
+2,482
+56% +$107K 0.01% 321
2025
Q1
$201K Buy
+4,422
New +$201K ﹤0.01% 317
2024
Q3
Sell
-7,102
Closed -$293K 1293
2024
Q2
$293K Buy
7,102
+3,341
+89% +$138K 0.01% 276
2024
Q1
$158K Sell
3,761
-25,756
-87% -$1.08M ﹤0.01% 317
2023
Q4
$1.11M Buy
29,517
+10,253
+53% +$387K 0.03% 185
2023
Q3
$624K Sell
19,264
-2,266
-11% -$73.4K 0.02% 202
2023
Q2
$801K Sell
21,530
-1,416
-6% -$52.7K 0.02% 185
2023
Q1
$892K Buy
22,946
+22
+0.1% +$856 0.02% 178
2022
Q4
$903K Sell
22,924
-6,487
-22% -$256K 0.03% 188
2022
Q3
$1.12M Buy
29,411
+3,823
+15% +$145K 0.03% 173
2022
Q2
$1.3M Sell
25,588
-102,325
-80% -$5.19M 0.04% 170
2022
Q1
$6.52M Sell
127,913
-266,949
-68% -$13.6M 0.17% 134
2021
Q4
$20.5M Buy
394,862
+33,964
+9% +$1.76M 0.52% 41
2021
Q3
$19.5M Buy
360,898
+47,803
+15% +$2.58M 0.55% 38
2021
Q2
$17.5M Buy
313,095
+15,389
+5% +$862K 0.51% 41
2021
Q1
$17.3M Buy
297,706
+54,332
+22% +$3.16M 0.56% 37
2020
Q4
$14.5M Sell
243,374
-2,676
-1% -$159K 0.61% 37
2020
Q3
$14.6M Buy
246,050
+23,492
+11% +$1.4M 0.61% 37
2020
Q2
$12.3M Buy
222,558
+711
+0.3% +$39.2K 0.56% 45
2020
Q1
$11.9M Buy
221,847
+162,141
+272% +$8.71M 0.64% 29
2019
Q4
$3.67M Buy
59,706
+1,468
+3% +$90.1K 0.16% 101
2019
Q3
$3.52M Buy
58,238
+13,624
+31% +$822K 0.17% 106
2019
Q2
$2.55M Buy
44,614
+24,251
+119% +$1.39M 0.13% 107
2019
Q1
$1.2M Buy
20,363
+1,355
+7% +$80.1K 0.08% 109
2018
Q4
$1.07M Sell
19,008
-1,424
-7% -$80.1K 0.06% 128
2018
Q3
$1.09M Buy
20,432
+7,193
+54% +$384K 0.06% 153
2018
Q2
$666K Buy
13,239
+894
+7% +$45K 0.04% 179
2018
Q1
$590K Sell
12,345
-552
-4% -$26.4K 0.03% 168
2017
Q4
$683K Sell
12,897
-136,509
-91% -$7.23M 0.04% 153
2017
Q3
$7.39M Buy
149,406
+7,155
+5% +$354K 0.47% 47
2017
Q2
$6.35M Buy
142,251
+15,194
+12% +$679K 0.45% 67
2017
Q1
$6.19M Buy
127,057
+15,496
+14% +$755K 0.47% 57
2016
Q4
$5.96M Buy
111,561
+106,350
+2,041% +$5.68M 0.52% 36
2016
Q3
$271K Buy
5,211
+839
+19% +$43.6K 0.03% 169
2016
Q2
$244K Sell
4,372
-72,855
-94% -$4.07M 0.03% 170
2016
Q1
$4.18M Sell
77,227
-4,296
-5% -$232K 0.52% 37
2015
Q4
$3.77M Buy
81,523
+3,962
+5% +$183K 0.5% 40
2015
Q3
$3.38M Sell
77,561
-4,879
-6% -$212K 0.48% 47
2015
Q2
$3.84M Buy
82,440
+6,189
+8% +$289K 0.53% 43
2015
Q1
$3.71M Buy
76,251
+5,978
+9% +$291K 0.55% 42
2014
Q4
$3.29M Buy
70,273
+8,574
+14% +$401K 0.54% 53
2014
Q3
$3.08M Buy
61,699
+11,274
+22% +$564K 0.56% 31
2014
Q2
$2.47M Buy
50,425
+10,815
+27% +$529K 0.48% 62
2014
Q1
$1.88M Buy
39,610
+4,098
+12% +$195K 0.44% 73
2013
Q4
$1.75M Buy
35,512
+5,644
+19% +$277K 0.46% 64
2013
Q3
$1.39M Buy
29,868
+5,601
+23% +$261K 0.44% 69
2013
Q2
$1.22M Buy
+24,267
New +$1.22M 0.46% 49