Kovitz Investment Group Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.3M | Buy |
700,198
+15,601
| +2% | +$675K | 0.13% | 141 |
|
|
2025
Q1 | $31.1M | Buy |
684,597
+29,173
| +4% | +$1.32M | 0.16% | 128 |
|
|
2024
Q4 | $26.2M | Buy |
655,424
+195,647
| +43% | +$7.83M | 0.13% | 145 |
|
|
2024
Q3 | $18.6M | Buy |
459,777
+166,137
| +57% | +$6.73M | 0.13% | 143 |
|
|
2024
Q2 | $12.1M | Buy |
293,640
+73,031
| +33% | +$3.01M | 0.1% | 143 |
|
|
2024
Q1 | $9.26M | Buy |
220,609
+73,933
| +50% | +$3.1M | 0.12% | 127 |
|
|
2023
Q4 | $5.53M | Sell |
146,676
-11,749
| -7% | -$443K | 0.09% | 140 |
|
|
2023
Q3 | $5.13M | Buy |
158,425
+1,883
| +1% | +$61K | 0.09% | 130 |
|
|
2023
Q2 | $5.82M | Sell |
156,542
-2,844
| -2% | -$106K | 0.09% | 121 |
|
|
2023
Q1 | $6.2M | Buy |
159,386
+13,941
| +10% | +$542K | 0.11% | 118 |
|
|
2022
Q4 | $5.73M | Sell |
145,445
-14,326
| -9% | -$564K | 0.11% | 136 |
|
|
2022
Q3 | $6.07M | Sell |
159,771
-1,353
| -0.8% | -$51.4K | 0.14% | 104 |
|
|
2022
Q2 | $8.18M | Buy |
161,124
+19,623
| +14% | +$996K | 0.18% | 85 |
|
|
2022
Q1 | $7.21M | Buy |
141,501
+40,552
| +40% | +$2.07M | 0.14% | 111 |
|
|
2021
Q4 | $5.93M | Sell |
100,949
-44,217
| -30% | -$2.6M | 0.14% | 108 |
|
|
2021
Q3 | $7.84M | Buy |
145,166
+39,403
| +37% | +$2.13M | 0.16% | 93 |
|
|
2021
Q2 | $5.93M | Buy |
105,763
+1,463
| +1% | +$82K | 0.12% | 138 |
|
|
2021
Q1 | $6.07M | Buy |
104,300
+3,352
| +3% | +$195K | 0.14% | 113 |
|
|
2020
Q4 | $5.93M | Sell |
100,948
-1,186
| -1% | -$69.7K | 0.14% | 104 |
|
|
2020
Q3 | $6.08M | Sell |
102,134
-860
| -0.8% | -$51.2K | 0.17% | 94 |
|
|
2020
Q2 | $5.68M | Buy |
102,994
+5,188
| +5% | +$286K | 0.18% | 93 |
|
|
2020
Q1 | $5.26M | Buy |
97,806
+10,221
| +12% | +$549K | 0.19% | 88 |
|
|
2019
Q4 | $5.38M | Sell |
87,585
-1,817
| -2% | -$112K | 0.16% | 98 |
|
|
2019
Q3 | $5.4M | Sell |
89,402
-1,140
| -1% | -$68.8K | 0.17% | 95 |
|
|
2019
Q2 | $5.17M | Sell |
90,542
-497
| -0.5% | -$28.4K | 0.16% | 96 |
|
|
2019
Q1 | $5.38M | Buy |
91,039
+870
| +1% | +$51.4K | 0.17% | 89 |
|
|
2018
Q4 | $5.07M | Buy |
+90,169
| New | +$5.07M | 0.2% | 81 |
|
|
2017
Q2 | – | Sell |
-5,069
| Closed | -$247K | – | 161 |
|
|
2017
Q1 | $247K | Sell |
5,069
-1,189
| -19% | -$57.9K | 0.01% | 122 |
|
|
2016
Q4 | $334K | Buy |
6,258
+547
| +10% | +$29.2K | 0.02% | 99 |
|
|
2016
Q3 | $297K | Buy |
5,711
+115
| +2% | +$5.98K | 0.02% | 113 |
|
|
2016
Q2 | $313K | Sell |
5,596
-170
| -3% | -$9.51K | 0.02% | 113 |
|
|
2016
Q1 | $312K | Buy |
+5,766
| New | +$312K | 0.02% | 114 |
|