McKinley Carter Wealth Services’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
5,975
+229
| +4% | +$9.91K | 0.01% | 272 |
|
|
2025
Q1 | $261K | Sell |
5,746
-636
| -10% | -$28.9K | 0.02% | 267 |
|
|
2024
Q4 | $255K | Buy |
6,382
+553
| +9% | +$22.1K | 0.02% | 261 |
|
|
2024
Q3 | $262K | Sell |
5,829
-37
| -0.6% | -$1.66K | 0.02% | 269 |
|
|
2024
Q2 | $242K | Buy |
5,866
+596
| +11% | +$24.6K | 0.02% | 281 |
|
|
2024
Q1 | $221K | Sell |
5,270
-340
| -6% | -$14.3K | 0.01% | 286 |
|
|
2023
Q4 | $212K | Buy |
+5,610
| New | +$212K | 0.02% | 291 |
|
|
2023
Q3 | – | Sell |
-6,920
| Closed | -$257K | – | 300 |
|
|
2023
Q2 | $257K | Sell |
6,920
-1,656
| -19% | -$61.6K | 0.02% | 267 |
|
|
2023
Q1 | $334K | Sell |
8,576
-4,401
| -34% | -$171K | 0.03% | 244 |
|
|
2022
Q4 | $511K | Sell |
12,977
-913
| -7% | -$36K | 0.04% | 199 |
|
|
2022
Q3 | $527K | Sell |
13,890
-1,183
| -8% | -$44.9K | 0.05% | 183 |
|
|
2022
Q2 | $765K | Sell |
15,073
-1,244
| -8% | -$63.1K | 0.07% | 159 |
|
|
2022
Q1 | $831K | Sell |
16,317
-12,081
| -43% | -$615K | 0.07% | 158 |
|
|
2021
Q4 | $1.48M | Sell |
28,398
-5,081
| -15% | -$264K | 0.11% | 125 |
|
|
2021
Q3 | $1.81M | Sell |
33,479
-3,374
| -9% | -$182K | 0.15% | 106 |
|
|
2021
Q2 | $2.07M | Sell |
36,853
-2,748
| -7% | -$154K | 0.17% | 100 |
|
|
2021
Q1 | $2.3M | Buy |
39,601
+6,090
| +18% | +$354K | 0.2% | 96 |
|
|
2020
Q4 | $1.97M | Buy |
33,511
+782
| +2% | +$45.9K | 0.26% | 89 |
|
|
2020
Q3 | $1.95M | Buy |
32,729
+4,573
| +16% | +$272K | 0.44% | 52 |
|
|
2020
Q2 | $1.55M | Buy |
28,156
+11,899
| +73% | +$656K | 0.38% | 55 |
|
|
2020
Q1 | $873K | Buy |
16,257
+3,551
| +28% | +$191K | 0.26% | 73 |
|
|
2019
Q4 | $780K | Sell |
12,706
-81
| -0.6% | -$4.97K | 0.18% | 91 |
|
|
2019
Q3 | $772K | Buy |
12,787
+231
| +2% | +$13.9K | 0.2% | 88 |
|
|
2019
Q2 | $717K | Buy |
12,556
+532
| +4% | +$30.4K | 0.19% | 89 |
|
|
2019
Q1 | $711K | Sell |
12,024
-583
| -5% | -$34.5K | 0.2% | 91 |
|
|
2018
Q4 | $709K | Sell |
12,607
-92
| -0.7% | -$5.17K | 0.23% | 82 |
|
|
2018
Q3 | $678K | Sell |
12,699
-301
| -2% | -$16.1K | 0.2% | 87 |
|
|
2018
Q2 | $654K | Sell |
13,000
-700
| -5% | -$35.2K | 0.21% | 85 |
|
|
2018
Q1 | $655K | Buy |
13,700
+73
| +0.5% | +$3.49K | 0.21% | 87 |
|
|
2017
Q4 | $721K | Sell |
13,627
-14
| -0.1% | -$741 | 0.25% | 79 |
|
|
2017
Q3 | $675K | Sell |
13,641
-687
| -5% | -$34K | 0.26% | 74 |
|
|
2017
Q2 | $640K | Sell |
14,328
-548
| -4% | -$24.5K | 0.28% | 69 |
|
|
2017
Q1 | $725K | Buy |
14,876
+1,241
| +9% | +$60.5K | 0.34% | 65 |
|
|
2016
Q4 | $728K | Sell |
13,635
-307
| -2% | -$16.4K | 0.37% | 63 |
|
|
2016
Q3 | $725K | Sell |
13,942
-737
| -5% | -$38.3K | 0.37% | 61 |
|
|
2016
Q2 | $820K | Buy |
14,679
+94
| +0.6% | +$5.25K | 0.43% | 55 |
|
|
2016
Q1 | $789K | Buy |
14,585
+383
| +3% | +$20.7K | 0.44% | 58 |
|
|
2015
Q4 | $656K | Buy |
14,202
+634
| +5% | +$29.3K | 0.38% | 64 |
|
|
2015
Q3 | $590K | Sell |
13,568
-3,086
| -19% | -$134K | 0.37% | 61 |
|
|
2015
Q2 | $776K | Buy |
16,654
+3,826
| +30% | +$178K | 0.42% | 64 |
|
|
2015
Q1 | $624K | Buy |
12,828
+3,381
| +36% | +$164K | 0.4% | 63 |
|
|
2014
Q4 | $442K | Buy |
9,447
+3,389
| +56% | +$159K | 0.35% | 61 |
|
|
2014
Q3 | $303K | Buy |
6,058
+54
| +0.9% | +$2.7K | 0.29% | 66 |
|
|
2014
Q2 | $294K | Buy |
6,004
+1,706
| +40% | +$83.5K | 0.31% | 65 |
|
|
2014
Q1 | $204K | Sell |
4,298
-5,272
| -55% | -$250K | 0.22% | 91 |
|
|
2013
Q4 | $470K | Sell |
9,570
-6
| -0.1% | -$295 | 0.46% | 61 |
|
|
2013
Q3 | $447K | Buy |
9,576
+5,013
| +110% | +$234K | 0.53% | 42 |
|
|
2013
Q2 | $230K | Buy |
+4,563
| New | +$230K | 0.35% | 59 |
|