Mather Group’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Buy
27,472
+425
+2% +$18.4K 0.01% 246
2025
Q1
$1.23M Buy
27,047
+4,647
+21% +$211K 0.01% 232
2024
Q4
$896K Sell
22,400
-608
-3% -$24.3K 0.01% 253
2024
Q3
$1.03M Sell
23,008
-9,752
-30% -$438K 0.01% 240
2024
Q2
$1.37M Buy
32,760
+13,527
+70% +$568K 0.02% 222
2024
Q1
$725K Sell
19,233
-919
-5% -$34.6K 0.01% 268
2023
Q4
$760K Buy
20,152
+5,082
+34% +$192K 0.01% 273
2023
Q3
$488K Sell
15,070
-12,103
-45% -$392K 0.01% 328
2023
Q2
$1.01M Buy
27,173
+18,491
+213% +$688K 0.02% 231
2023
Q1
$338K Sell
8,682
-2,501
-22% -$97.3K 0.01% 375
2022
Q4
$441K Buy
11,183
+3,432
+44% +$135K 0.01% 335
2022
Q3
$294K Sell
7,751
-150
-2% -$5.69K 0.01% 371
2022
Q2
$401K Sell
7,901
-1,815
-19% -$92.1K 0.01% 269
2022
Q1
$495K Sell
9,716
-556
-5% -$28.3K 0.01% 264
2021
Q4
$534K Sell
10,272
-2,111
-17% -$110K 0.01% 215
2021
Q3
$669K Sell
12,383
-1,092
-8% -$59K 0.02% 141
2021
Q2
$755K Buy
13,475
+545
+4% +$30.5K 0.02% 128
2021
Q1
$752K Buy
12,930
+320
+3% +$18.6K 0.02% 121
2020
Q4
$741K Sell
12,610
-310
-2% -$18.2K 0.02% 109
2020
Q3
$769K Buy
12,920
+309
+2% +$18.4K 0.03% 105
2020
Q2
$695K Buy
12,611
+551
+5% +$30.4K 0.03% 111
2020
Q1
$648K Buy
12,060
+4,018
+50% +$216K 0.05% 77
2019
Q4
$494K Buy
+8,042
New +$494K 0.03% 90