J.W. Burns & Co’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
38,714
-625
| -2% | -$27K | 0.2% | 80 |
|
|
2025
Q1 | $1.78M | Sell |
39,339
-2,172
| -5% | -$98.5K | 0.23% | 76 |
|
|
2024
Q4 | $1.66M | Sell |
41,511
-6,740
| -14% | -$270K | 0.21% | 78 |
|
|
2024
Q3 | $2.17M | Sell |
48,251
-6,343
| -12% | -$285K | 0.28% | 69 |
|
|
2024
Q2 | $2.25M | Sell |
54,594
-3,619
| -6% | -$149K | 0.3% | 66 |
|
|
2024
Q1 | $2.44M | Sell |
58,213
-260
| -0.4% | -$10.9K | 0.34% | 66 |
|
|
2023
Q4 | $2.2M | Sell |
58,473
-7,501
| -11% | -$283K | 0.33% | 65 |
|
|
2023
Q3 | $2.14M | Sell |
65,974
-9,907
| -13% | -$321K | 0.35% | 64 |
|
|
2023
Q2 | $2.82M | Sell |
75,881
-9,751
| -11% | -$363K | 0.45% | 55 |
|
|
2023
Q1 | $3.33M | Sell |
85,632
-88
| -0.1% | -$3.42K | 0.57% | 51 |
|
|
2022
Q4 | $3.38M | Sell |
85,720
-7,334
| -8% | -$289K | 0.62% | 49 |
|
|
2022
Q3 | $3.53M | Sell |
93,054
-910
| -1% | -$34.6K | 0.69% | 44 |
|
|
2022
Q2 | $4.77M | Buy |
93,964
+866
| +0.9% | +$44K | 0.9% | 34 |
|
|
2022
Q1 | $4.74M | Sell |
93,098
-5,726
| -6% | -$292K | 0.75% | 40 |
|
|
2021
Q4 | $5.14M | Sell |
98,824
-2,118
| -2% | -$110K | 0.74% | 41 |
|
|
2021
Q3 | $5.45M | Buy |
100,942
+4,403
| +5% | +$238K | 0.85% | 37 |
|
|
2021
Q2 | $5.41M | Sell |
96,539
-874
| -0.9% | -$49K | 0.85% | 37 |
|
|
2021
Q1 | $5.67M | Buy |
97,413
+1,099
| +1% | +$63.9K | 0.95% | 34 |
|
|
2020
Q4 | $5.66M | Buy |
96,314
+2,228
| +2% | +$131K | 1.01% | 28 |
|
|
2020
Q3 | $5.6M | Buy |
94,086
+4,531
| +5% | +$270K | 1.12% | 25 |
|
|
2020
Q2 | $4.94M | Buy |
89,555
+3,666
| +4% | +$202K | 1.09% | 28 |
|
|
2020
Q1 | $4.62M | Buy |
85,889
+767
| +0.9% | +$41.2K | 1.25% | 23 |
|
|
2019
Q4 | $5.23M | Buy |
85,122
+1,601
| +2% | +$98.3K | 1.11% | 27 |
|
|
2019
Q3 | $5.04M | Sell |
83,521
-928
| -1% | -$56K | 1.16% | 25 |
|
|
2019
Q2 | $4.83M | Sell |
84,449
-758
| -0.9% | -$43.3K | 1.12% | 25 |
|
|
2019
Q1 | $5.04M | Buy |
85,207
+445
| +0.5% | +$26.3K | 1.23% | 25 |
|
|
2018
Q4 | $4.77M | Sell |
84,762
-1,629
| -2% | -$91.6K | 1.34% | 22 |
|
|
2018
Q3 | $4.61M | Buy |
86,391
+654
| +0.8% | +$34.9K | 1.08% | 27 |
|
|
2018
Q2 | $4.31M | Buy |
85,737
+777
| +0.9% | +$39.1K | 1.1% | 27 |
|
|
2018
Q1 | $4.06M | Sell |
84,960
-1,789
| -2% | -$85.6K | 1.04% | 32 |
|
|
2017
Q4 | $4.59M | Sell |
86,749
-525
| -0.6% | -$27.8K | 1.16% | 28 |
|
|
2017
Q3 | $4.32M | Sell |
87,274
-2,438
| -3% | -$121K | 1.15% | 26 |
|
|
2017
Q2 | $4.01M | Sell |
89,712
-359
| -0.4% | -$16K | 1.08% | 31 |
|
|
2017
Q1 | $4.39M | Sell |
90,071
-186
| -0.2% | -$9.07K | 1.21% | 27 |
|
|
2016
Q4 | $4.82M | Buy |
90,257
+421
| +0.5% | +$22.5K | 1.41% | 20 |
|
|
2016
Q3 | $4.67M | Buy |
89,836
+1,140
| +1% | +$59.3K | 1.44% | 20 |
|
|
2016
Q2 | $4.95M | Sell |
88,696
-120
| -0.1% | -$6.7K | 1.51% | 19 |
|
|
2016
Q1 | $4.8M | Buy |
88,816
+1,339
| +2% | +$72.4K | 1.53% | 19 |
|
|
2015
Q4 | $4.04M | Sell |
87,477
-5,736
| -6% | -$265K | 1.28% | 25 |
|
|
2015
Q3 | $4.06M | Sell |
93,213
-641
| -0.7% | -$27.9K | 1.39% | 22 |
|
|
2015
Q2 | $4.38M | Buy |
93,854
+223
| +0.2% | +$10.4K | 1.43% | 18 |
|
|
2015
Q1 | $4.55M | Buy |
93,631
+1,713
| +2% | +$83.3K | 1.49% | 19 |
|
|
2014
Q4 | $4.3M | Sell |
91,918
-3,394
| -4% | -$159K | 1.41% | 20 |
|
|
2014
Q3 | $4.77M | Sell |
95,312
-1,218
| -1% | -$60.9K | 1.61% | 16 |
|
|
2014
Q2 | $4.72M | Buy |
96,530
+2,608
| +3% | +$128K | 1.57% | 18 |
|
|
2014
Q1 | $4.47M | Buy |
93,922
+16,310
| +21% | +$776K | 1.58% | 18 |
|
|
2013
Q4 | $3.81M | Buy |
77,612
+2,103
| +3% | +$103K | 1.32% | 21 |
|
|
2013
Q3 | $3.52M | Buy |
75,509
+553
| +0.7% | +$25.8K | 1.35% | 21 |
|
|
2013
Q2 | $3.77M | Buy |
+74,956
| New | +$3.77M | 1.55% | 16 |
|