Mascoma Wealth 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 | $619K | Sell |
14,301
-534
| -4% | -$23.1K | 0.14% | 44 |
|
|
2025
Q1 | $673K | Sell |
14,835
-1,027
| -6% | -$46.6K | 0.17% | 44 |
|
|
2024
Q4 | $634K | Buy |
15,862
+3
| +0% | +$120 | 0.16% | 43 |
|
|
2024
Q3 | $712K | Sell |
15,859
-970
| -6% | -$43.6K | 0.18% | 42 |
|
|
2024
Q2 | $694K | Sell |
16,829
-6,884
| -29% | -$284K | 0.18% | 42 |
|
|
2024
Q1 | $995K | Sell |
23,713
-11,645
| -33% | -$489K | 0.28% | 35 |
|
|
2023
Q4 | $1.33M | Sell |
35,358
-8,519
| -19% | -$321K | 0.4% | 33 |
|
|
2023
Q3 | $1.42M | Sell |
43,877
-9,250
| -17% | -$300K | 0.44% | 33 |
|
|
2023
Q2 | $1.73M | Sell |
53,127
-6,464
| -11% | -$211K | 0.53% | 32 |
|
|
2023
Q1 | $2.31M | Sell |
59,591
-320
| -0.5% | -$12.4K | 0.68% | 31 |
|
|
2022
Q4 | $2.36M | Sell |
59,911
-2,088
| -3% | -$82.3K | 0.75% | 30 |
|
|
2022
Q3 | $2.35M | Buy |
61,999
+5,118
| +9% | +$194K | 0.82% | 29 |
|
|
2022
Q2 | $2.89M | Sell |
56,881
-599
| -1% | -$30.4K | 0.99% | 23 |
|
|
2022
Q1 | $2.93M | Sell |
57,480
-266
| -0.5% | -$13.6K | 0.93% | 25 |
|
|
2021
Q4 | $3M | Sell |
57,746
-3,193
| -5% | -$166K | 1.04% | 22 |
|
|
2021
Q3 | $3.29M | Buy |
60,939
+25
| +0% | +$1.35K | 1.28% | 20 |
|
|
2021
Q2 | $3.41M | Sell |
60,914
-52
| -0.1% | -$2.91K | 1.46% | 18 |
|
|
2021
Q1 | $3.55M | Sell |
60,966
-2,470
| -4% | -$144K | 1.53% | 18 |
|
|
2020
Q4 | $3.73M | Buy |
+63,436
| New | +$3.73M | 1.86% | 16 |
|
|
2019
Q3 | $3.24M | Buy |
53,607
+2,490
| +5% | +$150K | 2.04% | 13 |
|
|
2019
Q2 | $2.92M | Buy |
51,117
+1,011
| +2% | +$57.8K | 1.83% | 12 |
|
|
2019
Q1 | $2.96M | Buy |
50,106
+4,058
| +9% | +$240K | 1.99% | 11 |
|
|
2018
Q4 | $2.59M | Buy |
46,048
+1,877
| +4% | +$106K | 1.98% | 11 |
|
|
2018
Q3 | $2.36M | Buy |
44,171
+3,165
| +8% | +$169K | 1.56% | 13 |
|
|
2018
Q2 | $2.06M | Buy |
41,006
+3,631
| +10% | +$183K | 1.45% | 16 |
|
|
2018
Q1 | $1.79M | Buy |
37,375
+1,390
| +4% | +$66.5K | 1.18% | 19 |
|
|
2017
Q4 | $1.91M | Buy |
35,985
+4,403
| +14% | +$233K | 1.17% | 19 |
|
|
2017
Q3 | $1.56M | Buy |
31,582
+2,413
| +8% | +$119K | 1.04% | 23 |
|
|
2017
Q2 | $1.3M | Buy |
29,169
+24,942
| +590% | +$1.11M | 0.88% | 22 |
|
|
2017
Q1 | $206K | Buy |
4,227
+403
| +11% | +$19.6K | 0.15% | 62 |
|
|
2016
Q4 | $204K | Buy |
+3,824
| New | +$204K | 0.15% | 62 |
|