Legacy Private Trust’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Sell |
4,921
-1,404
| -22% | -$60.8K | 0.01% | 242 |
|
|
2025
Q1 | $287K | Buy |
+6,325
| New | +$287K | 0.02% | 220 |
|
|
2023
Q3 | – | Sell |
-8,256
| Closed | -$307K | – | 239 |
|
|
2023
Q2 | $307K | Sell |
8,256
-848
| -9% | -$31.5K | 0.03% | 202 |
|
|
2023
Q1 | $354K | Sell |
9,104
-5,133
| -36% | -$200K | 0.03% | 190 |
|
|
2022
Q4 | $561K | Sell |
14,237
-8,526
| -37% | -$336K | 0.05% | 168 |
|
|
2022
Q3 | $864K | Sell |
22,763
-7,482
| -25% | -$284K | 0.08% | 139 |
|
|
2022
Q2 | $1.54M | Sell |
30,245
-6,793
| -18% | -$345K | 0.14% | 113 |
|
|
2022
Q1 | $1.89M | Sell |
37,038
-24,662
| -40% | -$1.26M | 0.15% | 118 |
|
|
2021
Q4 | $3.21M | Sell |
61,700
-13,929
| -18% | -$724K | 0.24% | 89 |
|
|
2021
Q3 | $4.09M | Sell |
75,629
-6,290
| -8% | -$340K | 0.33% | 80 |
|
|
2021
Q2 | $4.59M | Sell |
81,919
-3,654
| -4% | -$205K | 0.39% | 73 |
|
|
2021
Q1 | $4.98M | Sell |
85,573
-6,527
| -7% | -$380K | 0.45% | 65 |
|
|
2020
Q4 | $5.41M | Sell |
92,100
-8,640
| -9% | -$508K | 0.51% | 54 |
|
|
2020
Q3 | $5.99M | Sell |
100,740
-4,444
| -4% | -$264K | 0.62% | 47 |
|
|
2020
Q2 | $5.8M | Buy |
105,184
+6,614
| +7% | +$365K | 0.64% | 45 |
|
|
2020
Q1 | $5.3M | Sell |
98,570
-6,639
| -6% | -$357K | 0.69% | 39 |
|
|
2019
Q4 | $6.46M | Buy |
105,209
+1,979
| +2% | +$122K | 0.68% | 40 |
|
|
2019
Q3 | $6.23M | Sell |
103,230
-1,601
| -2% | -$96.6K | 0.7% | 41 |
|
|
2019
Q2 | $5.99M | Sell |
104,831
-15,872
| -13% | -$907K | 0.68% | 43 |
|
|
2019
Q1 | $7.14M | Buy |
120,703
+35,880
| +42% | +$2.12M | 0.85% | 30 |
|
|
2018
Q4 | $4.77M | Buy |
84,823
+23,481
| +38% | +$1.32M | 0.62% | 46 |
|
|
2018
Q3 | $3.28M | Buy |
61,342
+3,959
| +7% | +$211K | 0.37% | 65 |
|
|
2018
Q2 | $2.89M | Buy |
57,383
+28,601
| +99% | +$1.44M | 0.34% | 72 |
|
|
2018
Q1 | $1.21M | Buy |
28,782
+13,467
| +88% | +$568K | 0.14% | 125 |
|
|
2017
Q4 | $810K | Buy |
15,315
+108
| +0.7% | +$5.71K | 0.09% | 147 |
|
|
2017
Q3 | $753K | Sell |
15,207
-11,422
| -43% | -$566K | 0.09% | 154 |
|
|
2017
Q2 | $1.19M | Sell |
26,629
-8,174
| -23% | -$365K | 0.15% | 117 |
|
|
2017
Q1 | $1.7M | Sell |
34,803
-2,980
| -8% | -$145K | 0.22% | 106 |
|
|
2016
Q4 | $2.02M | Sell |
37,783
-1,862
| -5% | -$99.4K | 0.27% | 96 |
|
|
2016
Q3 | $2.06M | Sell |
39,645
-28,438
| -42% | -$1.48M | 0.28% | 100 |
|
|
2016
Q2 | $3.8M | Sell |
68,083
-25,184
| -27% | -$1.41M | 0.55% | 51 |
|
|
2016
Q1 | $5.04M | Buy |
93,267
+7,028
| +8% | +$380K | 0.76% | 28 |
|
|
2015
Q4 | $3.99M | Sell |
86,239
-13,744
| -14% | -$635K | 0.61% | 47 |
|
|
2015
Q3 | $4.35M | Buy |
99,983
+8,863
| +10% | +$386K | 0.69% | 40 |
|
|
2015
Q2 | $4.25M | Buy |
91,120
+21,020
| +30% | +$980K | 0.64% | 50 |
|
|
2015
Q1 | $3.41M | Buy |
70,100
+11,550
| +20% | +$562K | 0.5% | 60 |
|
|
2014
Q4 | $2.74M | Sell |
58,550
-3,545
| -6% | -$166K | 0.4% | 69 |
|
|
2014
Q3 | $3.11M | Buy |
62,095
+3,530
| +6% | +$177K | 0.47% | 57 |
|
|
2014
Q2 | $2.87M | Buy |
58,565
+8,180
| +16% | +$400K | 0.44% | 65 |
|
|
2014
Q1 | $2.4M | Buy |
50,385
+1,414
| +3% | +$67.2K | 0.42% | 64 |
|
|
2013
Q4 | $2.41M | Buy |
48,971
+4,382
| +10% | +$215K | 0.44% | 61 |
|
|
2013
Q3 | $2.08M | Buy |
44,589
+4,301
| +11% | +$201K | 0.44% | 58 |
|
|
2013
Q2 | $2.03M | Buy |
+40,288
| New | +$2.03M | 0.48% | 52 |
|