Greatmark Investment 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 | $4.79M | Sell |
110,708
-1,330
| -1% | -$57.5K | 0.6% | 36 |
|
2025
Q1 | $5.08M | Sell |
112,038
-251
| -0.2% | -$11.4K | 0.69% | 35 |
|
2024
Q4 | $4.49M | Buy |
112,289
+3,300
| +3% | +$132K | 0.61% | 39 |
|
2024
Q3 | $4.89M | Buy |
108,989
+1
| +0% | +$45 | 0.66% | 39 |
|
2024
Q2 | $4.49M | Sell |
108,988
-77
| -0.1% | -$3.18K | 0.66% | 39 |
|
2024
Q1 | $4.58M | Buy |
109,065
+249
| +0.2% | +$10.4K | 0.65% | 39 |
|
2023
Q4 | $4.1M | Sell |
108,816
-7,964
| -7% | -$300K | 0.64% | 36 |
|
2023
Q3 | $3.78M | Buy |
116,780
+16,349
| +16% | +$530K | 0.67% | 39 |
|
2023
Q2 | $3.74M | Buy |
100,431
+76,997
| +329% | +$2.86M | 0.63% | 39 |
|
2023
Q1 | $911K | Buy |
23,434
+455
| +2% | +$17.7K | 0.16% | 69 |
|
2022
Q4 | $905K | Buy |
22,979
+3,335
| +17% | +$131K | 0.17% | 66 |
|
2022
Q3 | $746K | Buy |
19,644
+585
| +3% | +$22.2K | 0.14% | 76 |
|
2022
Q2 | $967K | Buy |
19,059
+8,355
| +78% | +$424K | 0.19% | 65 |
|
2022
Q1 | $545K | Buy |
10,704
+4,976
| +87% | +$253K | 0.09% | 89 |
|
2021
Q4 | $298K | Hold |
5,728
| – | – | 0.05% | 116 |
|
2021
Q3 | $309K | Sell |
5,728
-100
| -2% | -$5.4K | 0.06% | 115 |
|
2021
Q2 | $327K | Buy |
5,828
+350
| +6% | +$19.6K | 0.06% | 114 |
|
2021
Q1 | $319K | Hold |
5,478
| – | – | 0.06% | 111 |
|
2020
Q4 | $322K | Sell |
5,478
-97
| -2% | -$5.7K | 0.07% | 107 |
|
2020
Q3 | $332K | Buy |
5,575
+2
| +0% | +$119 | 0.08% | 105 |
|
2020
Q2 | $307K | Buy |
5,573
+241
| +5% | +$13.3K | 0.08% | 104 |
|
2020
Q1 | $286K | Buy |
5,332
+100
| +2% | +$5.36K | 0.09% | 95 |
|
2019
Q4 | $321K | Sell |
5,232
-100
| -2% | -$6.14K | 0.08% | 107 |
|
2019
Q3 | $322K | Buy |
+5,332
| New | +$322K | 0.09% | 97 |
|
2017
Q4 | – | Sell |
-5,029
| Closed | -$249K | – | 112 |
|
2017
Q3 | $249K | Buy |
5,029
+100
| +2% | +$4.95K | 0.1% | 93 |
|
2017
Q2 | $220K | Buy |
4,929
+400
| +9% | +$17.9K | 0.09% | 97 |
|
2017
Q1 | $221K | Hold |
4,529
| – | – | 0.09% | 91 |
|
2016
Q4 | $242K | Sell |
4,529
-765
| -14% | -$40.9K | 0.1% | 85 |
|
2016
Q3 | $275K | Hold |
5,294
| – | – | 0.12% | 75 |
|
2016
Q2 | $296K | Buy |
5,294
+100
| +2% | +$5.59K | 0.13% | 76 |
|
2016
Q1 | $281K | Hold |
5,194
| – | – | 0.13% | 73 |
|
2015
Q4 | $240K | Buy |
5,194
+38
| +0.7% | +$1.76K | 0.11% | 78 |
|
2015
Q3 | $224K | Sell |
5,156
-1
| -0% | -$43 | 0.1% | 79 |
|
2015
Q2 | $240K | Buy |
5,157
+535
| +12% | +$24.9K | 0.1% | 76 |
|
2015
Q1 | $225K | Hold |
4,622
| – | – | 0.1% | 83 |
|
2014
Q4 | $216K | Hold |
4,622
| – | – | 0.09% | 84 |
|
2014
Q3 | $231K | Buy |
4,622
+300
| +7% | +$15K | 0.11% | 81 |
|
2014
Q2 | $211K | Hold |
4,322
| – | – | 0.09% | 83 |
|
2014
Q1 | $206K | Hold |
4,322
| – | – | 0.09% | 80 |
|
2013
Q4 | $212K | Hold |
4,322
| – | – | 0.1% | 79 |
|
2013
Q3 | $202K | Hold |
4,322
| – | – | 0.11% | 82 |
|
2013
Q2 | $218K | Buy |
+4,322
| New | +$218K | 0.14% | 74 |
|