Klingman & Associates’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Buy |
8,809
+3,886
| +79% | +$168K | 0.02% | 209 |
|
|
2025
Q1 | $223K | Sell |
4,923
-1,763
| -26% | -$80K | 0.01% | 250 |
|
|
2024
Q4 | $267K | Sell |
6,686
-435
| -6% | -$17.4K | 0.02% | 217 |
|
|
2024
Q3 | $320K | Sell |
7,121
-381
| -5% | -$17.1K | 0.02% | 206 |
|
|
2024
Q2 | $309K | Sell |
7,502
-5,623
| -43% | -$232K | 0.02% | 186 |
|
|
2024
Q1 | $551K | Buy |
13,125
+378
| +3% | +$15.9K | 0.04% | 131 |
|
|
2023
Q4 | $481K | Buy |
12,747
+604
| +5% | +$22.8K | 0.04% | 137 |
|
|
2023
Q3 | $394K | Sell |
12,143
-216
| -2% | -$7K | 0.03% | 153 |
|
|
2023
Q2 | $460K | Buy |
12,359
+546
| +5% | +$20.3K | 0.04% | 133 |
|
|
2023
Q1 | $459K | Buy |
11,813
+1,450
| +14% | +$56.4K | 0.04% | 123 |
|
|
2022
Q4 | $408K | Buy |
10,363
+4,352
| +72% | +$171K | 0.04% | 132 |
|
|
2022
Q3 | $228K | Sell |
6,011
-1,478
| -20% | -$56.1K | 0.02% | 171 |
|
|
2022
Q2 | $380K | Sell |
7,489
-982
| -12% | -$49.8K | 0.04% | 127 |
|
|
2022
Q1 | $432K | Buy |
8,471
+4,151
| +96% | +$212K | 0.04% | 132 |
|
|
2021
Q4 | $224K | Buy |
4,320
+344
| +9% | +$17.8K | 0.02% | 169 |
|
|
2021
Q3 | $215K | Sell |
3,976
-629
| -14% | -$34K | 0.02% | 162 |
|
|
2021
Q2 | $258K | Sell |
4,605
-1,970
| -30% | -$110K | 0.02% | 140 |
|
|
2021
Q1 | $382K | Buy |
6,575
+1,533
| +30% | +$89.1K | 0.04% | 111 |
|
|
2020
Q4 | $296K | Buy |
5,042
+314
| +7% | +$18.4K | 0.03% | 124 |
|
|
2020
Q3 | $281K | Buy |
+4,728
| New | +$281K | 0.04% | 116 |
|
|
2020
Q1 | – | Sell |
-4,103
| Closed | -$252K | – | 144 |
|
|
2019
Q4 | $252K | Sell |
4,103
-500
| -11% | -$30.7K | 0.04% | 117 |
|
|
2019
Q3 | $278K | Sell |
4,603
-302
| -6% | -$18.2K | 0.05% | 103 |
|
|
2019
Q2 | $280K | Sell |
4,905
-94
| -2% | -$5.37K | 0.05% | 100 |
|
|
2019
Q1 | $296K | Sell |
4,999
-102
| -2% | -$6.04K | 0.06% | 97 |
|
|
2018
Q4 | $287K | Buy |
5,101
+366
| +8% | +$20.6K | 0.06% | 90 |
|
|
2018
Q3 | $253K | Hold |
4,735
| – | – | 0.05% | 96 |
|
|
2018
Q2 | $238K | Sell |
4,735
-323
| -6% | -$16.2K | 0.05% | 95 |
|
|
2018
Q1 | $242K | Sell |
5,058
-163
| -3% | -$7.8K | 0.05% | 95 |
|
|
2017
Q4 | $276K | Sell |
5,221
-352
| -6% | -$18.6K | 0.06% | 95 |
|
|
2017
Q3 | $276K | Sell |
5,573
-2,055
| -27% | -$102K | 0.07% | 80 |
|
|
2017
Q2 | $341K | Buy |
7,628
+3,053
| +67% | +$136K | 0.09% | 71 |
|
|
2017
Q1 | $223K | Buy |
4,575
+179
| +4% | +$8.73K | 0.06% | 89 |
|
|
2016
Q4 | $235K | Sell |
4,396
-211
| -5% | -$11.3K | 0.07% | 86 |
|
|
2016
Q3 | $239K | Buy |
4,607
+211
| +5% | +$10.9K | 0.07% | 84 |
|
|
2016
Q2 | $245K | Buy |
4,396
+5
| +0.1% | +$279 | 0.08% | 84 |
|
|
2016
Q1 | $237K | Buy |
4,391
+4
| +0.1% | +$216 | 0.08% | 85 |
|
|
2015
Q4 | $203K | Sell |
4,387
-41
| -0.9% | -$1.9K | 0.08% | 110 |
|
|
2015
Q3 | $192K | Sell |
4,428
-164
| -4% | -$7.11K | 0.08% | 111 |
|
|
2015
Q2 | $214K | Hold |
4,592
| – | – | 0.08% | 84 |
|
|
2015
Q1 | $223K | Buy |
4,592
+729
| +19% | +$35.4K | 0.09% | 80 |
|
|
2014
Q4 | $180K | Buy |
+3,863
| New | +$180K | 0.07% | 87 |
|