Mitchell McLeod Pugh & Williams’s Verizon VZ Stock Holding History

Mitchell McLeod Pugh & Williams’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.28M	Buy	25,543 +150	+0.6%	+$6.95K	0.19%	106
2025 Q4	$1.18M	Sell	25,393 -5,112	-17%	-$207K	0.17%	118
2025 Q3	$1.2M	Sell	30,505 -1,555	-5%	-$67.3K	0.19%	99
2025 Q2	$1.39M	Buy	32,060 +2,054	+7%	+$88.9K	0.26%	84
2025 Q1	$1.36M	Buy	30,006 +478	+2%	+$19.9K	0.28%	82
2024 Q4	$1.18M	Sell	29,528 -934	-3%	-$39.4K	0.25%	85
2024 Q3	$1.37M	Buy	30,462 +96	+0.3%	+$4.01K	0.29%	80
2024 Q2	$1.25M	Buy	30,366 +294	+1%	+$11.8K	0.29%	78
2024 Q1	$1.26M	Buy	30,072 +2,325	+8%	+$93.8K	0.3%	80
2023 Q4	$1.05M	Buy	27,747 +890	+3%	+$31.5K	0.28%	84
2023 Q3	$870K	Buy	26,857 +1,386	+5%	+$46.8K	0.26%	94
2023 Q2	$947K	Sell	25,471 -682	-3%	-$25.2K	0.27%	90
2023 Q1	$1.02M	Buy	26,153 +458	+2%	+$18.1K	0.32%	80
2022 Q4	$1.01M	Buy	25,695 +1,140	+5%	+$43K	0.34%	77
2022 Q3	$932K	Sell	24,555 -3,031	-11%	-$135K	0.36%	75
2022 Q2	$1.4M	Sell	27,586 -1,400	-5%	-$70.8K	0.54%	54
2022 Q1	$1.48M	Sell	28,986 -348	-1%	-$18.4K	0.5%	59
2021 Q4	$1.52M	Sell	29,334 -53	-0.2%	-$2.77K	0.5%	55
2021 Q3	$1.59M	Buy	29,387 +2,492	+9%	+$138K	0.59%	47
2021 Q2	$1.51M	Sell	26,895 -192	-0.7%	-$11K	0.58%	47
2021 Q1	$1.57M	Buy	27,087 +543	+2%	+$30.6K	0.66%	44
2020 Q4	$1.56M	Buy	26,544 +2	+0%	+$119	0.72%	36
2020 Q3	$1.58M	Sell	26,542 -1,998	-7%	-$116K	0.81%	26
2020 Q2	$1.57M	Buy	28,540 +6,717	+31%	+$378K	0.89%	26
2020 Q1	$1.17M	Sell	21,823 -35	-0.2%	-$2K	0.91%	26
2019 Q4	$1.34M	Buy	21,858 +270	+1%	+$16.3K	0.84%	31
2019 Q3	$1.3M	Buy	21,588 +1,222	+6%	+$70.4K	0.88%	29
2019 Q2	$1.16M	Buy	20,366 +2,521	+14%	+$145K	0.8%	34
2019 Q1	$1.05M	Buy	17,845 +972	+6%	+$55K	0.74%	37
2018 Q4	$949K	Sell	16,873 -220	-1%	-$12.5K	0.76%	39
2018 Q3	$913K	Buy	17,093 +326	+2%	+$17.3K	0.61%	49
2018 Q2	$844K	Buy	16,767 +61	+0.4%	+$2.95K	0.6%	55
2018 Q1	$799K	Hold	16,706	–	–	0.57%	58
2017 Q4	$884K	Buy	16,706 +200	+1%	+$9.84K	0.61%	55
2017 Q3	$817K	Hold	16,506	–	–	0.6%	61
2017 Q2	$737K	Sell	16,506 -61	-0.4%	-$2.84K	0.56%	71
2017 Q1	$808K	Sell	16,567 -601	-4%	-$30.2K	0.63%	57
2016 Q4	$916K	Buy	17,168 +575	+3%	+$28.7K	0.74%	43
2016 Q3	$863K	Buy	16,593 +140	+0.9%	+$7.51K	0.76%	46
2016 Q2	$919K	Buy	16,453 +1,200	+8%	+$62.2K	0.83%	39
2016 Q1	$825K	Hold	15,253	–	–	0.8%	42
2015 Q4	$705K	Sell	15,253 -230	-1%	-$10.4K	0.7%	52
2015 Q3	$674K	Hold	15,483	–	–	0.7%	52
2015 Q2	$722K	Buy	15,483 +450	+3%	+$22K	0.66%	52
2015 Q1	$731K	Buy	15,033 +1,000	+7%	+$48.3K	0.67%	52
2014 Q4	$656K	Buy	+14,033	New	+$687K	0.61%	59