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 |
|