Jackson Grant Investment Advisers’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $132K | Buy |
3,055
+19
| +0.6% | +$822 | 0.05% | 132 |
|
|
2025
Q1 | $138K | Buy |
3,036
+21
| +0.7% | +$953 | 0.05% | 128 |
|
|
2024
Q4 | $121K | Sell |
3,015
-1,170
| -28% | -$46.8K | 0.05% | 131 |
|
|
2024
Q3 | $188K | Sell |
4,185
-3,436
| -45% | -$154K | 0.07% | 106 |
|
|
2024
Q2 | $314K | Buy |
7,621
+19
| +0.2% | +$784 | 0.13% | 82 |
|
|
2024
Q1 | $319K | Buy |
7,602
+18
| +0.2% | +$755 | 0.13% | 83 |
|
|
2023
Q4 | $286K | Sell |
7,584
-327
| -4% | -$12.3K | 0.13% | 85 |
|
|
2023
Q3 | $256K | Sell |
7,911
-92
| -1% | -$2.98K | 0.12% | 83 |
|
|
2023
Q2 | $298K | Buy |
8,003
+18
| +0.2% | +$669 | 0.14% | 81 |
|
|
2023
Q1 | $311K | Sell |
7,985
-250
| -3% | -$9.72K | 0.15% | 79 |
|
|
2022
Q4 | $324K | Sell |
8,235
-96
| -1% | -$3.78K | 0.16% | 77 |
|
|
2022
Q3 | $316K | Buy |
8,331
+50
| +0.6% | +$1.9K | 0.17% | 73 |
|
|
2022
Q2 | $420K | Buy |
8,281
+58
| +0.7% | +$2.94K | 0.21% | 65 |
|
|
2022
Q1 | $419K | Buy |
+8,223
| New | +$419K | 0.18% | 69 |
|
|
2021
Q4 | – | Sell |
-8,206
| Closed | -$443K | – | 341 |
|
|
2021
Q3 | $443K | Buy |
8,206
+8
| +0.1% | +$432 | 0.2% | 68 |
|
|
2021
Q2 | $459K | Buy |
8,198
+63
| +0.8% | +$3.53K | 0.2% | 65 |
|
|
2021
Q1 | $473K | Buy |
8,135
+755
| +10% | +$43.9K | 0.22% | 61 |
|
|
2020
Q4 | $434K | Buy |
7,380
+8
| +0.1% | +$470 | 0.22% | 57 |
|
|
2020
Q3 | $439K | Buy |
7,372
+12
| +0.2% | +$715 | 0.26% | 52 |
|
|
2020
Q2 | $406K | Buy |
7,360
+12
| +0.2% | +$662 | 0.26% | 51 |
|
|
2020
Q1 | $395K | Buy |
7,348
+23
| +0.3% | +$1.24K | 0.29% | 50 |
|
|
2019
Q4 | $450K | Buy |
7,325
+23
| +0.3% | +$1.41K | 0.24% | 55 |
|
|
2019
Q3 | $441K | Buy |
7,302
+23
| +0.3% | +$1.39K | 0.25% | 52 |
|
|
2019
Q2 | $416K | Buy |
7,279
+23
| +0.3% | +$1.31K | 0.24% | 55 |
|
|
2019
Q1 | $429K | Buy |
7,256
+38
| +0.5% | +$2.25K | 0.26% | 53 |
|
|
2018
Q4 | $406K | Buy |
7,218
+280
| +4% | +$15.8K | 0.29% | 50 |
|
|
2018
Q3 | $370K | Buy |
6,938
+223
| +3% | +$11.9K | 0.23% | 55 |
|
|
2018
Q2 | $338K | Sell |
6,715
-148
| -2% | -$7.45K | 0.23% | 53 |
|
|
2018
Q1 | $328K | Sell |
6,863
-140
| -2% | -$6.69K | 0.23% | 55 |
|
|
2017
Q4 | $371K | Sell |
7,003
-879
| -11% | -$46.6K | 0.25% | 55 |
|
|
2017
Q3 | $390K | Buy |
7,882
+907
| +13% | +$44.9K | 0.28% | 50 |
|
|
2017
Q2 | $312K | Sell |
6,975
-2,492
| -26% | -$111K | 0.24% | 47 |
|
|
2017
Q1 | $462K | Sell |
9,467
-12,448
| -57% | -$607K | 0.37% | 37 |
|
|
2016
Q4 | $1.17M | Buy |
21,915
+389
| +2% | +$20.8K | 0.99% | 20 |
|
|
2016
Q3 | $1.12M | Buy |
21,526
+982
| +5% | +$51K | 0.93% | 22 |
|
|
2016
Q2 | $1.15M | Buy |
20,544
+2,515
| +14% | +$140K | 1.01% | 21 |
|
|
2016
Q1 | $975K | Buy |
18,029
+9,274
| +106% | +$502K | 0.89% | 24 |
|
|
2015
Q4 | $405K | Buy |
+8,755
| New | +$405K | 0.39% | 41 |
|