HeadInvest LLC’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,298
Closed -$240K 235
2025
Q1
$240K Hold
5,298
0.05% 215
2024
Q4
$212K Hold
5,298
0.04% 225
2024
Q3
$238K Sell
5,298
-564
-10% -$25.3K 0.04% 219
2024
Q2
$242K Buy
5,862
+200
+4% +$8.25K 0.05% 202
2024
Q1
$238K Sell
5,662
-540
-9% -$22.7K 0.05% 214
2023
Q4
$234K Hold
6,202
0.05% 208
2023
Q3
$197K Sell
6,202
-100
-2% -$3.18K 0.04% 217
2023
Q2
$210K Sell
6,302
-6,070
-49% -$202K 0.05% 217
2023
Q1
$481K Buy
12,372
+113
+0.9% +$4.4K 0.11% 140
2022
Q4
$483K Sell
12,259
-910
-7% -$35.9K 0.11% 136
2022
Q3
$500K Sell
13,169
-3,172
-19% -$120K 0.12% 125
2022
Q2
$829K Sell
16,341
-218
-1% -$11.1K 0.18% 93
2022
Q1
$844K Sell
16,559
-90
-0.5% -$4.59K 0.16% 99
2021
Q4
$865K Sell
16,649
-2,333
-12% -$121K 0.15% 98
2021
Q3
$1.03M Sell
18,982
-480
-2% -$25.9K 0.19% 89
2021
Q2
$1.09M Sell
19,462
-874
-4% -$49K 0.21% 83
2021
Q1
$1.18M Buy
20,336
+1,147
+6% +$66.7K 0.24% 76
2020
Q4
$1.13M Buy
19,189
+2,216
+13% +$130K 0.24% 77
2020
Q3
$1.01M Sell
16,973
-1,927
-10% -$115K 0.29% 64
2020
Q2
$1.04M Buy
18,900
+3,463
+22% +$191K 0.33% 62
2020
Q1
$829K Sell
15,437
-18
-0.1% -$967 0.31% 66
2019
Q4
$949K Buy
15,455
+823
+6% +$50.5K 0.27% 70
2019
Q3
$883K Sell
14,632
-1,134
-7% -$68.4K 0.27% 70
2019
Q2
$901K Buy
15,766
+841
+6% +$48.1K 0.25% 65
2019
Q1
$882K Sell
14,925
-14,924
-50% -$882K 0.25% 71
2018
Q4
$1.68M Buy
29,849
+15,191
+104% +$854K 0.27% 68
2018
Q3
$783K Sell
14,658
-627
-4% -$33.5K 0.23% 77
2018
Q2
$769K Sell
15,285
-34
-0.2% -$1.71K 0.23% 75
2018
Q1
$733K Sell
15,319
-52
-0.3% -$2.49K 0.24% 73
2017
Q4
$814K Sell
15,371
-235
-2% -$12.4K 0.25% 72
2017
Q3
$747K Buy
15,606
+200
+1% +$9.57K 0.23% 79
2017
Q2
$688K Sell
15,406
-1,050
-6% -$46.9K 0.23% 78
2017
Q1
$802K Buy
16,456
+266
+2% +$13K 0.27% 68
2016
Q4
$864K Sell
16,190
-72
-0.4% -$3.84K 0.32% 64
2016
Q3
$816K Sell
16,262
-57
-0.3% -$2.86K 0.29% 66
2016
Q2
$911K Sell
16,319
-63
-0.4% -$3.52K 0.34% 60
2016
Q1
$886K Buy
16,382
+292
+2% +$15.8K 0.35% 58
2015
Q4
$744K Sell
16,090
-166
-1% -$7.68K 0.3% 61
2015
Q3
$707K Buy
16,256
+72
+0.4% +$3.13K 0.28% 61
2015
Q2
$754K Sell
16,184
-262
-2% -$12.2K 0.28% 62
2015
Q1
$800K Buy
16,446
+29
+0.2% +$1.41K 0.29% 63
2014
Q4
$768K Sell
16,417
-2,628
-14% -$123K 0.31% 61
2014
Q3
$957K Sell
19,045
-3,846
-17% -$193K 0.38% 54
2014
Q2
$1.12M Buy
22,891
+873
+4% +$42.7K 0.45% 51
2014
Q1
$1.05M Buy
22,018
+12,450
+130% +$592K 0.45% 50
2013
Q4
$470K Sell
9,568
-327
-3% -$16.1K 0.2% 70
2013
Q3
$461K Buy
9,895
+19
+0.2% +$885 0.2% 68
2013
Q2
$497K Buy
+9,876
New +$497K 0.22% 68