HPIA
Hamilton Point Investment Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37M | Sell |
124,050
-1,965
| -2% | -$85K | 0.88% | 42 |
|
|
2025
Q1 | $5.72M | Buy |
126,015
+63,302
| +101% | +$2.87M | 1.03% | 40 |
|
|
2024
Q4 | $2.51M | Sell |
62,713
-6,178
| -9% | -$247K | 0.44% | 58 |
|
|
2024
Q3 | $3.09M | Sell |
68,891
-1,680
| -2% | -$75.4K | 0.55% | 58 |
|
|
2024
Q2 | $2.91M | Buy |
70,571
+670
| +1% | +$27.6K | 0.55% | 58 |
|
|
2024
Q1 | $2.93M | Sell |
69,901
-1,319
| -2% | -$55.3K | 0.56% | 58 |
|
|
2023
Q4 | $2.68M | Buy |
71,220
+411
| +0.6% | +$15.5K | 0.54% | 57 |
|
|
2023
Q3 | $2.29M | Buy |
70,809
+522
| +0.7% | +$16.9K | 0.57% | 55 |
|
|
2023
Q2 | $2.61M | Sell |
70,287
-1,797
| -2% | -$66.8K | 0.63% | 54 |
|
|
2023
Q1 | $2.8M | Buy |
72,084
+1,484
| +2% | +$57.7K | 0.68% | 52 |
|
|
2022
Q4 | $2.78M | Buy |
70,600
+71
| +0.1% | +$2.8K | 0.77% | 52 |
|
|
2022
Q3 | $2.68M | Buy |
70,529
+725
| +1% | +$27.5K | 0.81% | 51 |
|
|
2022
Q2 | $3.54M | Buy |
69,804
+1,562
| +2% | +$79.3K | 1.03% | 44 |
|
|
2022
Q1 | $3.48M | Buy |
68,242
+3,255
| +5% | +$166K | 0.9% | 51 |
|
|
2021
Q4 | $3.38M | Sell |
64,987
-2,918
| -4% | -$152K | 0.8% | 49 |
|
|
2021
Q3 | $3.67M | Buy |
67,905
+870
| +1% | +$47K | 0.97% | 44 |
|
|
2021
Q2 | $3.76M | Buy |
67,035
+123
| +0.2% | +$6.89K | 1.02% | 44 |
|
|
2021
Q1 | $3.89M | Buy |
66,912
+834
| +1% | +$48.5K | 1.12% | 43 |
|
|
2020
Q4 | $3.88M | Sell |
66,078
-133
| -0.2% | -$7.81K | 1.22% | 40 |
|
|
2020
Q3 | $3.94M | Buy |
66,211
+1,345
| +2% | +$80K | 1.39% | 35 |
|
|
2020
Q2 | $3.58M | Buy |
64,866
+2,149
| +3% | +$118K | 1.38% | 34 |
|
|
2020
Q1 | $3.37M | Buy |
62,717
+2,270
| +4% | +$122K | 1.57% | 31 |
|
|
2019
Q4 | $3.71M | Buy |
60,447
+765
| +1% | +$47K | 1.41% | 36 |
|
|
2019
Q3 | $3.6M | Buy |
59,682
+3,170
| +6% | +$191K | 1.47% | 33 |
|
|
2019
Q2 | $3.23M | Buy |
56,512
+1,006
| +2% | +$57.5K | 1.38% | 35 |
|
|
2019
Q1 | $3.28M | Buy |
55,506
+100
| +0.2% | +$5.91K | 1.46% | 32 |
|
|
2018
Q4 | $3.12M | Buy |
55,406
+1,740
| +3% | +$97.8K | 1.58% | 29 |
|
|
2018
Q3 | $2.87M | Buy |
53,666
+15,370
| +40% | +$821K | 1.34% | 35 |
|
|
2018
Q2 | $1.93M | Sell |
38,296
-312
| -0.8% | -$15.7K | 0.96% | 48 |
|
|
2018
Q1 | $1.85M | Sell |
38,608
-1,963
| -5% | -$93.9K | 0.94% | 50 |
|
|
2017
Q4 | $2.15M | Buy |
40,571
+5,782
| +17% | +$306K | 1.12% | 41 |
|
|
2017
Q3 | $1.72M | Buy |
34,789
+275
| +0.8% | +$13.6K | 0.93% | 47 |
|
|
2017
Q2 | $1.54M | Sell |
34,514
-125
| -0.4% | -$5.58K | 0.86% | 50 |
|
|
2017
Q1 | $1.69M | Sell |
34,639
-485
| -1% | -$23.6K | 0.96% | 49 |
|
|
2016
Q4 | $1.88M | Buy |
35,124
+235
| +0.7% | +$12.5K | 1.16% | 43 |
|
|
2016
Q3 | $1.81M | Buy |
34,889
+1,650
| +5% | +$85.8K | 1.14% | 47 |
|
|
2016
Q2 | $1.86M | Buy |
33,239
+1,485
| +5% | +$82.9K | 1.21% | 44 |
|
|
2016
Q1 | $1.72M | Buy |
31,754
+200
| +0.6% | +$10.8K | 1.15% | 44 |
|
|
2015
Q4 | $1.46M | Buy |
31,554
+2,744
| +10% | +$127K | 1.01% | 50 |
|
|
2015
Q3 | $1.25M | Buy |
28,810
+1,734
| +6% | +$75.5K | 0.98% | 48 |
|
|
2015
Q2 | $1.26M | Buy |
27,076
+340
| +1% | +$15.8K | 1.02% | 47 |
|
|
2015
Q1 | $1.3M | Buy |
26,736
+409
| +2% | +$19.9K | 1.07% | 46 |
|
|
2014
Q4 | $1.23M | Buy |
26,327
+865
| +3% | +$40.5K | 1.06% | 48 |
|
|
2014
Q3 | $1.27M | Buy |
25,462
+495
| +2% | +$24.7K | 1.18% | 40 |
|
|
2014
Q2 | $1.22M | Sell |
24,967
-80
| -0.3% | -$3.92K | 1.14% | 47 |
|
|
2014
Q1 | $1.19M | Buy |
25,047
+1,167
| +5% | +$55.5K | 1.11% | 46 |
|
|
2013
Q4 | $1.17M | Buy |
+23,880
| New | +$1.17M | 1.17% | 40 |
|