Mascoma Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $595K | Sell |
14,055
-288
| -2% | -$13.5K | 0.11% | 54 |
|
|
2026
Q1 | $720K | Buy |
14,343
+1,349
| +10% | +$62.5K | 0.15% | 47 |
|
|
2025
Q4 | $529K | Sell |
12,994
-1,716
| -12% | -$69.6K | 0.11% | 56 |
|
|
2025
Q3 | $646K | Buy |
14,710
+409
| +3% | +$17.7K | 0.14% | 48 |
|
|
2025
Q2 | $619K | Sell |
14,301
-534
| -4% | -$23.1K | 0.14% | 44 |
|
|
2025
Q1 | $673K | Sell |
14,835
-1,027
| -6% | -$42.8K | 0.17% | 44 |
|
|
2024
Q4 | $634K | Buy |
15,862
+3
| +0% | +$127 | 0.16% | 43 |
|
|
2024
Q3 | $712K | Sell |
15,859
-970
| -6% | -$40.5K | 0.18% | 42 |
|
|
2024
Q2 | $694K | Sell |
16,829
-6,884
| -29% | -$277K | 0.18% | 42 |
|
|
2024
Q1 | $995K | Sell |
23,713
-11,645
| -33% | -$470K | 0.28% | 35 |
|
|
2023
Q4 | $1.33M | Sell |
35,358
-8,519
| -19% | -$301K | 0.4% | 33 |
|
|
2023
Q3 | $1.42M | Sell |
43,877
-9,250
| -17% | -$313K | 0.44% | 33 |
|
|
2023
Q2 | $1.73M | Sell |
53,127
-6,464
| -11% | -$239K | 0.53% | 32 |
|
|
2023
Q1 | $2.31M | Sell |
59,591
-320
| -0.5% | -$12.6K | 0.68% | 31 |
|
|
2022
Q4 | $2.36M | Sell |
59,911
-2,088
| -3% | -$78.7K | 0.75% | 30 |
|
|
2022
Q3 | $2.35M | Buy |
61,999
+5,118
| +9% | +$228K | 0.82% | 29 |
|
|
2022
Q2 | $2.89M | Sell |
56,881
-599
| -1% | -$30.3K | 0.99% | 23 |
|
|
2022
Q1 | $2.93M | Sell |
57,480
-266
| -0.5% | -$14.1K | 0.93% | 25 |
|
|
2021
Q4 | $3M | Sell |
57,746
-3,193
| -5% | -$167K | 1.04% | 22 |
|
|
2021
Q3 | $3.29M | Buy |
60,939
+25
| +0% | +$1.38K | 1.28% | 20 |
|
|
2021
Q2 | $3.41M | Sell |
60,914
-52
| -0.1% | -$2.98K | 1.46% | 18 |
|
|
2021
Q1 | $3.54M | Sell |
60,966
-2,470
| -4% | -$139K | 1.53% | 18 |
|
|
2020
Q4 | $3.73M | Buy |
+63,436
| New | +$3.77M | 1.86% | 16 |
|
|
2019
Q3 | $3.24M | Buy |
53,607
+2,490
| +5% | +$143K | 2.04% | 13 |
|
|
2019
Q2 | $2.92M | Buy |
51,117
+1,011
| +2% | +$58.3K | 1.83% | 12 |
|
|
2019
Q1 | $2.96M | Buy |
50,106
+4,058
| +9% | +$230K | 1.99% | 11 |
|
|
2018
Q4 | $2.59M | Buy |
46,048
+1,877
| +4% | +$107K | 1.98% | 11 |
|
|
2018
Q3 | $2.36M | Buy |
44,171
+3,165
| +8% | +$168K | 1.56% | 13 |
|
|
2018
Q2 | $2.06M | Buy |
41,006
+3,631
| +10% | +$176K | 1.45% | 16 |
|
|
2018
Q1 | $1.79M | Buy |
37,375
+1,390
| +4% | +$69.9K | 1.18% | 19 |
|
|
2017
Q4 | $1.91M | Buy |
35,985
+4,403
| +14% | +$217K | 1.17% | 19 |
|
|
2017
Q3 | $1.56M | Buy |
31,582
+2,413
| +8% | +$114K | 1.04% | 23 |
|
|
2017
Q2 | $1.3M | Buy |
29,169
+24,942
| +590% | +$1.16M | 0.88% | 22 |
|
|
2017
Q1 | $206K | Buy |
4,227
+403
| +11% | +$20.2K | 0.15% | 62 |
|
|
2016
Q4 | $204K | Buy |
+3,824
| New | +$191K | 0.15% | 62 |
|
Other funds holding VZ
Mascoma Wealth Management's VZ Position: Q2 2026 in Review
Mascoma Wealth Management reduced its Verizon (VZ) stake by 2% in Q2 2026, selling an estimated $13.5K and leaving 14,055 shares worth $595K. The position accounts for 0.11% of the portfolio, ranked #54.
Mascoma Wealth Management first reported a position in VZ in Q4 2016 and has held it in 35 quarters since. The position peaked at $3.73M in Q4 2020. 3,136 funds tracked by Wall St. Rank hold VZ as of Q2 2026.
- Mascoma Wealth Management held 14,055 shares of Verizon worth $595K as of Q2 2026.
- Mascoma Wealth Management sold 288 Verizon shares in Q2 2026, an estimated $13.5K.
- Verizon made up 0.11% of Mascoma Wealth Management's portfolio in Q2 2026, its #54 holding.
- Mascoma Wealth Management first reported a position in Verizon in Q4 2016 and has held it in 35 quarters since.
- Mascoma Wealth Management's Verizon position peaked at $3.73M in Q4 2020.
- 3,136 funds tracked by Wall St. Rank held Verizon as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.