Kimelman & Baird’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.6K | Hold |
1,956
| – | – | 0.01% | 157 |
|
|
2025
Q1 | $88.7K | Hold |
1,956
| – | – | 0.01% | 151 |
|
|
2024
Q4 | $78.2K | Sell |
1,956
-1,125
| -37% | -$45K | 0.01% | 163 |
|
|
2024
Q3 | $138K | Sell |
3,081
-46
| -1% | -$2.07K | 0.01% | 140 |
|
|
2024
Q2 | $129K | Buy |
+3,127
| New | +$129K | 0.01% | 139 |
|
|
2021
Q2 | $252K | Buy |
+4,492
| New | +$252K | 0.02% | 107 |
|
|
2019
Q3 | $271K | Hold |
4,492
| – | – | 0.04% | 88 |
|
|
2019
Q2 | $257K | Sell |
4,492
-1,125
| -20% | -$64.4K | 0.04% | 89 |
|
|
2019
Q1 | $332K | Hold |
5,617
| – | – | 0.05% | 84 |
|
|
2018
Q4 | $316K | Sell |
5,617
-52
| -0.9% | -$2.93K | 0.05% | 82 |
|
|
2018
Q3 | $303K | Buy |
+5,669
| New | +$303K | 0.04% | 90 |
|
|
2017
Q4 | $212K | Buy |
+4,007
| New | +$212K | 0.03% | 111 |
|
|
2017
Q2 | – | Sell |
-4,154
| Closed | -$203K | – | 123 |
|
|
2017
Q1 | $203K | Buy |
4,154
+120
| +3% | +$5.86K | 0.03% | 117 |
|
|
2016
Q4 | $215K | Sell |
4,034
-97
| -2% | -$5.17K | 0.04% | 110 |
|
|
2016
Q3 | $215K | Sell |
4,131
-156
| -4% | -$8.12K | 0.04% | 95 |
|
|
2016
Q2 | $239K | Buy |
4,287
+445
| +12% | +$24.8K | 0.04% | 88 |
|
|
2016
Q1 | $208K | Buy |
+3,842
| New | +$208K | 0.04% | 104 |
|
|
2015
Q2 | – | Sell |
-7,678
| Closed | -$373K | – | 122 |
|
|
2015
Q1 | $373K | Sell |
7,678
-160
| -2% | -$7.77K | 0.07% | 89 |
|
|
2014
Q4 | $367K | Hold |
7,838
| – | – | 0.07% | 91 |
|
|
2014
Q3 | $392K | Hold |
7,838
| – | – | 0.07% | 87 |
|
|
2014
Q2 | $384K | Hold |
7,838
| – | – | 0.07% | 89 |
|
|
2014
Q1 | $373K | Buy |
7,838
+504
| +7% | +$24K | 0.07% | 87 |
|
|
2013
Q4 | $360K | Sell |
7,334
-70
| -0.9% | -$3.44K | 0.07% | 86 |
|
|
2013
Q3 | $346K | Hold |
7,404
| – | – | 0.07% | 88 |
|
|
2013
Q2 | $373K | Buy |
+7,404
| New | +$373K | 0.08% | 81 |
|