Great Diamond Partners’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$283K Buy
+6,547
New +$283K 0.06% 191
2023
Q2
Sell
-5,396
Closed -$210K 231
2023
Q1
$210K Sell
5,396
-1,125
-17% -$43.8K 0.06% 211
2022
Q4
$257K Sell
6,521
-473
-7% -$18.6K 0.08% 179
2022
Q3
$265K Buy
6,994
+40
+0.6% +$1.52K 0.09% 166
2022
Q2
$352K Sell
6,954
-398
-5% -$20.1K 0.12% 146
2022
Q1
$374K Buy
7,352
+1,394
+23% +$70.9K 0.1% 149
2021
Q4
$309K Sell
5,958
-211
-3% -$10.9K 0.08% 177
2021
Q3
$333K Sell
6,169
-5,050
-45% -$273K 0.09% 158
2021
Q2
$628K Sell
11,219
-695
-6% -$38.9K 0.18% 108
2021
Q1
$692K Buy
11,914
+464
+4% +$27K 0.21% 101
2020
Q4
$672K Sell
11,450
-2,539
-18% -$149K 0.21% 85
2020
Q3
$832K Sell
13,989
-28,544
-67% -$1.7M 0.31% 64
2020
Q2
$2.34M Sell
42,533
-4,115
-9% -$227K 0.97% 29
2020
Q1
$2.51M Buy
46,648
+352
+0.8% +$18.9K 1.29% 23
2019
Q4
$2.84M Buy
+46,296
New +$2.84M 1.08% 22