Mogy Joel R Investment Counsel’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Buy |
8,181
+278
| +4% | +$12K | 0.02% | 86 |
|
|
2025
Q1 | $358K | Hold |
7,903
| – | – | 0.02% | 86 |
|
|
2024
Q4 | $316K | Hold |
7,903
| – | – | 0.02% | 90 |
|
|
2024
Q3 | $355K | Hold |
7,903
| – | – | 0.02% | 89 |
|
|
2024
Q2 | $326K | Hold |
7,903
| – | – | 0.02% | 86 |
|
|
2024
Q1 | $332K | Hold |
7,903
| – | – | 0.02% | 89 |
|
|
2023
Q4 | $298K | Hold |
7,903
| – | – | 0.02% | 89 |
|
|
2023
Q3 | $256K | Sell |
7,903
-4,784
| -38% | -$155K | 0.02% | 94 |
|
|
2023
Q2 | $472K | Sell |
12,687
-1,976
| -13% | -$73.5K | 0.04% | 90 |
|
|
2023
Q1 | $570K | Sell |
14,663
-2,900
| -17% | -$113K | 0.05% | 86 |
|
|
2022
Q4 | $692K | Sell |
17,563
-12,850
| -42% | -$506K | 0.07% | 80 |
|
|
2022
Q3 | $1.16M | Sell |
30,413
-5,100
| -14% | -$194K | 0.12% | 66 |
|
|
2022
Q2 | $1.8M | Sell |
35,513
-700
| -2% | -$35.5K | 0.18% | 54 |
|
|
2022
Q1 | $1.85M | Sell |
36,213
-1,400
| -4% | -$71.3K | 0.15% | 57 |
|
|
2021
Q4 | $1.95M | Sell |
37,613
-1,000
| -3% | -$52K | 0.14% | 54 |
|
|
2021
Q3 | $2.09M | Sell |
38,613
-400
| -1% | -$21.6K | 0.17% | 52 |
|
|
2021
Q2 | $2.19M | Sell |
39,013
-27,772
| -42% | -$1.56M | 0.18% | 54 |
|
|
2021
Q1 | $3.88M | Sell |
66,785
-55,023
| -45% | -$3.2M | 0.37% | 42 |
|
|
2020
Q4 | $7.16M | Sell |
121,808
-2,150
| -2% | -$126K | 0.71% | 33 |
|
|
2020
Q3 | $7.37M | Sell |
123,958
-450
| -0.4% | -$26.8K | 0.79% | 31 |
|
|
2020
Q2 | $6.86M | Sell |
124,408
-654
| -0.5% | -$36.1K | 0.82% | 31 |
|
|
2020
Q1 | $6.72M | Sell |
125,062
-3,996
| -3% | -$215K | 0.95% | 29 |
|
|
2019
Q4 | $7.92M | Sell |
129,058
-100
| -0.1% | -$6.14K | 0.95% | 30 |
|
|
2019
Q3 | $7.8M | Sell |
129,158
-2,510
| -2% | -$152K | 0.99% | 31 |
|
|
2019
Q2 | $7.52M | Sell |
131,668
-16,860
| -11% | -$963K | 0.98% | 30 |
|
|
2019
Q1 | $8.78M | Sell |
148,528
-36,675
| -20% | -$2.17M | 1.19% | 30 |
|
|
2018
Q4 | $10.4M | Sell |
185,203
-15,854
| -8% | -$891K | 1.62% | 21 |
|
|
2018
Q3 | $10.7M | Sell |
201,057
-11,145
| -5% | -$595K | 1.44% | 24 |
|
|
2018
Q2 | $10.7M | Buy |
212,202
+2,030
| +1% | +$102K | 1.58% | 22 |
|
|
2018
Q1 | $10.1M | Sell |
210,172
-7,600
| -3% | -$363K | 1.56% | 22 |
|
|
2017
Q4 | $11.5M | Buy |
217,772
+289
| +0.1% | +$15.3K | 1.8% | 20 |
|
|
2017
Q3 | $10.8M | Buy |
217,483
+30
| +0% | +$1.49K | 1.79% | 21 |
|
|
2017
Q2 | $9.71M | Sell |
217,453
-1,500
| -0.7% | -$67K | 1.67% | 21 |
|
|
2017
Q1 | $10.7M | Sell |
218,953
-6,660
| -3% | -$325K | 1.84% | 22 |
|
|
2016
Q4 | $12M | Buy |
225,613
+1,260
| +0.6% | +$67.3K | 2.18% | 16 |
|
|
2016
Q3 | $11.7M | Sell |
224,353
-900
| -0.4% | -$46.8K | 2.14% | 17 |
|
|
2016
Q2 | $12.6M | Buy |
225,253
+2,775
| +1% | +$155K | 2.33% | 15 |
|
|
2016
Q1 | $12M | Buy |
222,478
+200,364
| +906% | +$10.8M | 2.23% | 15 |
|
|
2015
Q4 | $10.2K | Sell |
22,114
-194,548
| -90% | -$89.9K | 1.92% | 19 |
|
|
2015
Q3 | $9.43M | Buy |
216,662
+7,800
| +4% | +$339K | 1.86% | 19 |
|
|
2015
Q2 | $9.74M | Buy |
208,862
+10,875
| +5% | +$507K | 1.84% | 20 |
|
|
2015
Q1 | $9.63M | Buy |
197,987
+15,929
| +9% | +$775K | 1.8% | 17 |
|
|
2014
Q4 | $8.52M | Buy |
182,058
+8,160
| +5% | +$382K | 1.61% | 18 |
|
|
2014
Q3 | $8.69M | Buy |
173,898
+13,647
| +9% | +$682K | 1.75% | 16 |
|
|
2014
Q2 | $7.84M | Buy |
160,251
+9,808
| +7% | +$480K | 1.57% | 16 |
|
|
2014
Q1 | $7.16M | Buy |
150,443
+25,350
| +20% | +$1.21M | 1.49% | 17 |
|
|
2013
Q4 | $6.15M | Buy |
125,093
+328
| +0.3% | +$16.1K | 1.3% | 24 |
|
|
2013
Q3 | $5.82M | Sell |
124,765
-1,413
| -1% | -$65.9K | 1.34% | 24 |
|
|
2013
Q2 | $6.35M | Buy |
+126,178
| New | +$6.35M | 1.54% | 19 |
|