KIA
KCM Investment Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Sell |
281,011
-2,286
| -0.8% | -$98.9K | 0.41% | 54 |
|
|
2025
Q1 | $12.9M | Sell |
283,297
-13,836
| -5% | -$628K | 0.46% | 52 |
|
|
2024
Q4 | $11.9M | Sell |
297,133
-4,206
| -1% | -$168K | 0.41% | 55 |
|
|
2024
Q3 | $13.5M | Sell |
301,339
-10,068
| -3% | -$452K | 0.46% | 52 |
|
|
2024
Q2 | $12.8M | Buy |
311,407
+2,466
| +0.8% | +$102K | 0.46% | 51 |
|
|
2024
Q1 | $13M | Sell |
308,941
-3,081
| -1% | -$129K | 0.48% | 51 |
|
|
2023
Q4 | $11.8M | Sell |
312,022
-13,961
| -4% | -$526K | 0.47% | 54 |
|
|
2023
Q3 | $10.6M | Sell |
325,983
-49,329
| -13% | -$1.6M | 0.46% | 55 |
|
|
2023
Q2 | $14M | Sell |
375,312
-36,384
| -9% | -$1.35M | 0.56% | 51 |
|
|
2023
Q1 | $16M | Sell |
411,696
-49,462
| -11% | -$1.92M | 0.65% | 46 |
|
|
2022
Q4 | $18.2M | Sell |
461,158
-72,476
| -14% | -$2.86M | 0.78% | 39 |
|
|
2022
Q3 | $20.3M | Sell |
533,634
-16,541
| -3% | -$628K | 0.94% | 31 |
|
|
2022
Q2 | $27.9M | Sell |
550,175
-8,840
| -2% | -$449K | 1.22% | 21 |
|
|
2022
Q1 | $28.5M | Buy |
559,015
+3,262
| +0.6% | +$166K | 1.04% | 24 |
|
|
2021
Q4 | $28.9M | Sell |
555,753
-1,758
| -0.3% | -$91.3K | 1.01% | 26 |
|
|
2021
Q3 | $30.1M | Buy |
557,511
+11,139
| +2% | +$602K | 1.2% | 23 |
|
|
2021
Q2 | $30.6M | Buy |
546,372
+1,652
| +0.3% | +$92.6K | 1.24% | 25 |
|
|
2021
Q1 | $31.7M | Sell |
544,720
-3,995
| -0.7% | -$232K | 1.4% | 14 |
|
|
2020
Q4 | $32.2M | Buy |
548,715
+33,062
| +6% | +$1.94M | 1.55% | 12 |
|
|
2020
Q3 | $30.7M | Sell |
515,653
-11,115
| -2% | -$661K | 1.7% | 12 |
|
|
2020
Q2 | $29M | Buy |
526,768
+24,518
| +5% | +$1.35M | 1.63% | 10 |
|
|
2020
Q1 | $27M | Sell |
502,250
-51,660
| -9% | -$2.78M | 1.82% | 9 |
|
|
2019
Q4 | $34M | Buy |
553,910
+10,565
| +2% | +$649K | 1.85% | 9 |
|
|
2019
Q3 | $32.8M | Sell |
543,345
-690
| -0.1% | -$41.6K | 1.9% | 8 |
|
|
2019
Q2 | $31.1M | Buy |
544,035
+18,816
| +4% | +$1.07M | 1.86% | 10 |
|
|
2019
Q1 | $31.1M | Buy |
525,219
+69,008
| +15% | +$4.08M | 2.01% | 7 |
|
|
2018
Q4 | $25.6M | Buy |
456,211
+2,839
| +0.6% | +$160K | 1.7% | 8 |
|
|
2018
Q3 | $24.2M | Sell |
453,372
-3,113
| -0.7% | -$166K | 1.39% | 14 |
|
|
2018
Q2 | $23M | Sell |
456,485
-123,810
| -21% | -$6.23M | 1.41% | 13 |
|
|
2018
Q1 | $27.8M | Sell |
580,295
-5,725
| -1% | -$274K | 1.69% | 9 |
|
|
2017
Q4 | $31M | Sell |
586,020
-56
| -0% | -$2.96K | 1.81% | 7 |
|
|
2017
Q3 | $29M | Sell |
586,076
-1,124
| -0.2% | -$55.6K | 1.77% | 7 |
|
|
2017
Q2 | $26.2M | Sell |
587,200
-13,839
| -2% | -$618K | 1.64% | 7 |
|
|
2017
Q1 | $29.3M | Buy |
601,039
+2,002
| +0.3% | +$97.6K | 1.87% | 5 |
|
|
2016
Q4 | $32M | Buy |
599,037
+14,009
| +2% | +$748K | 2.15% | 3 |
|
|
2016
Q3 | $30.4M | Buy |
585,028
+20,069
| +4% | +$1.04M | 2.08% | 2 |
|
|
2016
Q2 | $31.5M | Buy |
564,959
+4,552
| +0.8% | +$254K | 2.2% | 2 |
|
|
2016
Q1 | $30.3M | Buy |
560,407
+20,278
| +4% | +$1.1M | 2.23% | 3 |
|
|
2015
Q4 | $25M | Buy |
540,129
+23,446
| +5% | +$1.08M | 1.97% | 3 |
|
|
2015
Q3 | $22.5M | Buy |
516,683
+15,238
| +3% | +$663K | 1.87% | 3 |
|
|
2015
Q2 | $23.4M | Buy |
501,445
+4,259
| +0.9% | +$199K | 1.86% | 4 |
|
|
2015
Q1 | $24.2M | Buy |
497,186
+6,159
| +1% | +$300K | 1.93% | 4 |
|
|
2014
Q4 | $23M | Buy |
491,027
+16,795
| +4% | +$786K | 1.93% | 4 |
|
|
2014
Q3 | $23.7M | Buy |
474,232
+9,211
| +2% | +$460K | 2.17% | 2 |
|
|
2014
Q2 | $22.8M | Buy |
465,021
+17,767
| +4% | +$869K | 2.13% | 3 |
|
|
2014
Q1 | $21.3M | Buy |
447,254
+23,945
| +6% | +$1.14M | 2.2% | 3 |
|
|
2013
Q4 | $20.8M | Buy |
423,309
+16,237
| +4% | +$798K | 2.26% | 3 |
|
|
2013
Q3 | $19M | Sell |
407,072
-9,310
| -2% | -$435K | 2.27% | 3 |
|
|
2013
Q2 | $21M | Buy |
+416,382
| New | +$21M | 2.53% | 1 |
|