Holt Capital Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $233K | Hold |
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|
2025
Q2 | $230K | Hold |
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|
2025
Q1 | $241K | Hold |
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|
2024
Q4 | $212K | Hold |
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|
2024
Q3 | $238K | Hold |
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|
2024
Q2 | $219K | Sell |
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|
2024
Q1 | $251K | Sell |
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|
2023
Q4 | $517K | Sell |
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|
2023
Q3 | $447K | Hold |
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|
2023
Q2 | $513K | Hold |
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|
2023
Q1 | $536K | Sell |
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|
2022
Q4 | $548K | Sell |
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|
2022
Q3 | $599K | Buy |
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|
2022
Q2 | $532K | Sell |
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|
2022
Q1 | $800K | Sell |
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|
2021
Q4 | $851K | Sell |
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|
2021
Q3 | $937K | Hold |
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|
2021
Q2 | $972K | Sell |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $1.06M | Buy |
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|
2020
Q3 | $850K | Hold |
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|
2020
Q2 | $787K | Hold |
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|
2020
Q1 | $767K | Sell |
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|
2019
Q4 | $981K | Hold |
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|
2019
Q3 | $965K | Hold |
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|
2019
Q2 | $913K | Sell |
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|
2019
Q1 | $957K | Sell |
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|
2018
Q4 | $993K | Sell |
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|
2018
Q3 | $946K | Sell |
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|
2018
Q2 | $927K | Buy |
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|
2018
Q1 | $842K | Buy |
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|
2017
Q4 | $898K | Hold |
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|
2017
Q3 | $840K | Sell |
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|
2017
Q2 | $763K | Buy |
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|
2017
Q1 | $816K | Sell |
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|
2016
Q4 | $896K | Sell |
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|
2016
Q3 | $883K | Buy |
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|
2016
Q2 | $769K | Buy |
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|
2016
Q1 | $711K | Hold |
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|
2015
Q4 | $607K | Buy |
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|
2015
Q3 | $569K | Buy |
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|
2015
Q2 | $571K | Sell |
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|
2015
Q1 | $614K | Sell |
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|
2014
Q4 | $600K | Sell |
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|
2014
Q3 | $644K | Buy |
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|
2014
Q2 | $66K | Hold |
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|
2014
Q1 | $64K | Hold |
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|
2013
Q4 | $66K | Buy |
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