Monarch Capital 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 | $1.84M | Buy |
42,479
+1,890
| +5% | +$81.8K | 0.49% | 56 |
|
|
2025
Q1 | $1.84M | Sell |
40,589
-1,035
| -2% | -$46.9K | 0.51% | 52 |
|
|
2024
Q4 | $1.66M | Buy |
41,624
+1,193
| +3% | +$47.7K | 0.46% | 53 |
|
|
2024
Q3 | $1.82M | Buy |
40,431
+600
| +2% | +$26.9K | 0.49% | 53 |
|
|
2024
Q2 | $1.64M | Buy |
39,831
+609
| +2% | +$25.1K | 0.48% | 52 |
|
|
2024
Q1 | $1.65M | Sell |
39,222
-69
| -0.2% | -$2.9K | 0.46% | 53 |
|
|
2023
Q4 | $1.48M | Buy |
39,291
+12,933
| +49% | +$488K | 0.45% | 55 |
|
|
2023
Q3 | $854K | Buy |
26,358
+3,316
| +14% | +$107K | 0.27% | 68 |
|
|
2023
Q2 | $857K | Buy |
23,042
+9,051
| +65% | +$337K | 0.26% | 68 |
|
|
2023
Q1 | $544K | Buy |
13,991
+2,240
| +19% | +$87.1K | 0.17% | 79 |
|
|
2022
Q4 | $463K | Buy |
11,751
+770
| +7% | +$30.3K | 0.14% | 88 |
|
|
2022
Q3 | $417K | Sell |
10,981
-130
| -1% | -$4.94K | 0.14% | 88 |
|
|
2022
Q2 | $564K | Hold |
11,111
| – | – | 0.17% | 82 |
|
|
2022
Q1 | $566K | Sell |
11,111
-282
| -2% | -$14.4K | 0.15% | 83 |
|
|
2021
Q4 | $592K | Sell |
11,393
-1,027
| -8% | -$53.4K | 0.15% | 82 |
|
|
2021
Q3 | $671K | Buy |
12,420
+722
| +6% | +$39K | 0.19% | 77 |
|
|
2021
Q2 | $655K | Hold |
11,698
| – | – | 0.19% | 79 |
|
|
2021
Q1 | $680K | Sell |
11,698
-1,017
| -8% | -$59.1K | 0.2% | 75 |
|
|
2020
Q4 | $747K | Hold |
12,715
| – | – | 0.24% | 69 |
|
|
2020
Q3 | $756K | Sell |
12,715
-122
| -1% | -$7.25K | 0.26% | 66 |
|
|
2020
Q2 | $708K | Sell |
12,837
-1,568
| -11% | -$86.5K | 0.26% | 66 |
|
|
2020
Q1 | $774K | Sell |
14,405
-1,514
| -10% | -$81.3K | 0.32% | 62 |
|
|
2019
Q4 | $977K | Hold |
15,919
| – | – | 0.32% | 62 |
|
|
2019
Q3 | $961K | Buy |
15,919
+140
| +0.9% | +$8.45K | 0.34% | 61 |
|
|
2019
Q2 | $901K | Sell |
15,779
-400
| -2% | -$22.8K | 0.32% | 61 |
|
|
2019
Q1 | $957K | Sell |
16,179
-473
| -3% | -$28K | 0.35% | 61 |
|
|
2018
Q4 | $936K | Sell |
16,652
-472
| -3% | -$26.5K | 0.38% | 59 |
|
|
2018
Q3 | $914K | Sell |
17,124
-991
| -5% | -$52.9K | 0.33% | 62 |
|
|
2018
Q2 | $911K | Sell |
18,115
-105
| -0.6% | -$5.28K | 0.35% | 61 |
|
|
2018
Q1 | $871K | Buy |
18,220
+299
| +2% | +$14.3K | 0.34% | 62 |
|
|
2017
Q4 | $949K | Sell |
17,921
-1,439
| -7% | -$76.2K | 0.35% | 61 |
|
|
2017
Q3 | $958K | Sell |
19,360
-358
| -2% | -$17.7K | 0.36% | 58 |
|
|
2017
Q2 | $881K | Sell |
19,718
-1,985
| -9% | -$88.7K | 0.33% | 61 |
|
|
2017
Q1 | $1.06M | Hold |
21,703
| – | – | 0.39% | 57 |
|
|
2016
Q4 | $1.16M | Sell |
21,703
-614
| -3% | -$32.8K | 0.43% | 56 |
|
|
2016
Q3 | $1.16M | Sell |
22,317
-641
| -3% | -$33.3K | 0.44% | 54 |
|
|
2016
Q2 | $1.28M | Sell |
22,958
-17
| -0.1% | -$949 | 0.48% | 52 |
|
|
2016
Q1 | $1.24M | Buy |
22,975
+255
| +1% | +$13.8K | 0.45% | 57 |
|
|
2015
Q4 | $1.05M | Sell |
22,720
-3,686
| -14% | -$170K | 0.4% | 59 |
|
|
2015
Q3 | $1.15M | Sell |
26,406
-2,612
| -9% | -$114K | 0.47% | 57 |
|
|
2015
Q2 | $1.35M | Sell |
29,018
-2,174
| -7% | -$101K | 0.52% | 54 |
|
|
2015
Q1 | $1.52M | Sell |
31,192
-2,185
| -7% | -$106K | 0.57% | 53 |
|
|
2014
Q4 | $1.56M | Buy |
33,377
+1,692
| +5% | +$79.1K | 0.59% | 50 |
|
|
2014
Q3 | $1.58M | Buy |
31,685
+852
| +3% | +$42.6K | 0.63% | 50 |
|
|
2014
Q2 | $1.51M | Sell |
30,833
-367
| -1% | -$18K | 0.58% | 51 |
|
|
2014
Q1 | $1.48M | Buy |
31,200
+22,244
| +248% | +$1.06M | 0.59% | 50 |
|
|
2013
Q4 | $440K | Hold |
8,956
| – | – | 0.17% | 71 |
|
|
2013
Q3 | $418K | Hold |
8,956
| – | – | 0.18% | 70 |
|
|
2013
Q2 | $451K | Buy |
+8,956
| New | +$451K | 0.19% | 67 |
|