Kesler Norman & Wride’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$384K Sell
8,876
-368
-4% -$15.9K 0.07% 193
2025
Q1
$419K Sell
9,244
-499
-5% -$22.6K 0.08% 180
2024
Q4
$390K Sell
9,743
-124
-1% -$4.96K 0.08% 182
2024
Q3
$443K Sell
9,867
-2,585
-21% -$116K 0.09% 180
2024
Q2
$514K Sell
12,452
-5
-0% -$206 0.11% 132
2024
Q1
$523K Sell
12,457
-15,822
-56% -$664K 0.11% 125
2023
Q4
$1.07M Sell
28,279
-9,742
-26% -$367K 0.24% 99
2023
Q3
$1.23M Buy
38,021
+477
+1% +$15.5K 0.31% 93
2023
Q2
$1.4M Buy
37,544
+962
+3% +$35.8K 0.34% 89
2023
Q1
$1.42M Buy
36,582
+1,422
+4% +$55.3K 0.36% 88
2022
Q4
$1.39M Sell
35,160
-50,130
-59% -$1.98M 0.36% 89
2022
Q3
$3.24M Buy
85,290
+12,576
+17% +$477K 0.9% 45
2022
Q2
$3.69M Buy
72,714
+4,122
+6% +$209K 1.02% 35
2022
Q1
$3.49M Buy
68,592
+3,079
+5% +$157K 0.78% 60
2021
Q4
$3.4M Buy
65,513
+4,873
+8% +$253K 0.72% 59
2021
Q3
$3.28M Buy
60,640
+2,323
+4% +$125K 0.77% 58
2021
Q2
$3.25M Buy
58,317
+3,913
+7% +$218K 0.75% 62
2021
Q1
$3.16M Buy
54,404
+4,203
+8% +$244K 0.79% 58
2020
Q4
$2.95M Buy
+50,201
New +$2.95M 0.82% 54