MAI Capital Management’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.6M Buy
984,942
+5,396
+0.6% +$233K 0.29% 78
2025
Q1
$44.4M Buy
979,546
+12,781
+1% +$580K 0.33% 70
2024
Q4
$38.7M Buy
966,765
+134,089
+16% +$5.36M 0.29% 81
2024
Q3
$37.4M Sell
832,676
-70,208
-8% -$3.15M 0.36% 60
2024
Q2
$37.2M Buy
902,884
+42,428
+5% +$1.75M 0.36% 58
2024
Q1
$36.1M Buy
860,456
+104,783
+14% +$4.4M 0.37% 56
2023
Q4
$28.5M Buy
755,673
+150,470
+25% +$5.67M 0.37% 58
2023
Q3
$19.6M Buy
605,203
+298,893
+98% +$9.69M 0.29% 74
2023
Q2
$11.4M Buy
306,310
+19,041
+7% +$708K 0.17% 120
2023
Q1
$11.2M Sell
287,269
-29,413
-9% -$1.14M 0.18% 119
2022
Q4
$12.5M Sell
316,682
-420,628
-57% -$16.6M 0.21% 108
2022
Q3
$28M Buy
737,310
+21,311
+3% +$809K 0.53% 49
2022
Q2
$36.3M Buy
715,999
+72,225
+11% +$3.67M 0.69% 35
2022
Q1
$32.8M Buy
643,774
+30,510
+5% +$1.55M 0.55% 43
2021
Q4
$31.9M Buy
613,264
+124,241
+25% +$6.46M 0.51% 45
2021
Q3
$26.4M Buy
489,023
+54,814
+13% +$2.96M 0.51% 47
2021
Q2
$24.3M Buy
434,209
+18,096
+4% +$1.01M 0.48% 51
2021
Q1
$24.2M Buy
416,113
+16,539
+4% +$962K 0.54% 49
2020
Q4
$23.5M Buy
399,574
+10,851
+3% +$637K 0.59% 45
2020
Q3
$23.1M Buy
388,723
+27,129
+8% +$1.61M 0.67% 39
2020
Q2
$19.9M Buy
361,594
+82,684
+30% +$4.56M 0.63% 43
2020
Q1
$15M Buy
278,910
+68,698
+33% +$3.69M 0.61% 43
2019
Q4
$12.9M Buy
210,212
+2,644
+1% +$162K 0.42% 58
2019
Q3
$12.5M Sell
207,568
-4,311
-2% -$260K 0.56% 48
2019
Q2
$12.1M Buy
211,879
+2,942
+1% +$168K 0.55% 47
2019
Q1
$12.4M Buy
208,937
+23
+0% +$1.36K 0.63% 44
2018
Q4
$11.7M Buy
208,914
+14,404
+7% +$810K 0.68% 38
2018
Q3
$10.4M Buy
194,510
+709
+0.4% +$37.9K 0.53% 54
2018
Q2
$9.75M Buy
193,801
+3,300
+2% +$166K 0.53% 54
2018
Q1
$9.11M Buy
190,501
+28,059
+17% +$1.34M 0.52% 54
2017
Q4
$8.6M Sell
162,442
-20,733
-11% -$1.1M 0.49% 59
2017
Q3
$9.07M Sell
183,175
-2,288
-1% -$113K 0.55% 53
2017
Q2
$8.28M Buy
185,463
+16,477
+10% +$736K 0.53% 56
2017
Q1
$8.24M Buy
168,986
+2,573
+2% +$125K 0.55% 52
2016
Q4
$8.88M Sell
166,413
-13,658
-8% -$729K 0.65% 49
2016
Q3
$9.36M Buy
180,071
+3,568
+2% +$185K 0.71% 43
2016
Q2
$9.86M Buy
176,503
+3,143
+2% +$176K 0.76% 41
2016
Q1
$9.38M Sell
173,360
-26,279
-13% -$1.42M 0.72% 48
2015
Q4
$9.23M Sell
199,639
-2,276
-1% -$105K 0.7% 47
2015
Q3
$8.79M Buy
201,915
+51,143
+34% +$2.23M 0.66% 49
2015
Q2
$7.03M Buy
150,772
+10,453
+7% +$487K 0.46% 73
2015
Q1
$6.82M Buy
140,319
+444
+0.3% +$21.6K 0.46% 71
2014
Q4
$6.54M Buy
139,875
+12,778
+10% +$598K 0.46% 73
2014
Q3
$6.35M Buy
127,097
+20,609
+19% +$1.03M 0.61% 52
2014
Q2
$5.21M Buy
106,488
+27,231
+34% +$1.33M 0.5% 61
2014
Q1
$3.77M Buy
79,257
+37,751
+91% +$1.8M 0.38% 72
2013
Q4
$2.04M Sell
41,506
-2,409
-5% -$118K 0.22% 97
2013
Q3
$2.05M Buy
43,915
+2,490
+6% +$116K 0.27% 76
2013
Q2
$2.09M Buy
+41,425
New +$2.09M 0.27% 76