Morningstar Investment 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 | $8.98M | Buy |
207,578
+53,137
| +34% | +$2.3M | 0.79% | 21 |
|
|
2025
Q1 | $7.01M | Sell |
154,441
-17,169
| -10% | -$779K | 0.6% | 23 |
|
|
2024
Q4 | $6.86M | Sell |
171,610
-33,409
| -16% | -$1.34M | 0.54% | 23 |
|
|
2024
Q3 | $8.86M | Sell |
205,019
-7,886
| -4% | -$341K | 0.88% | 19 |
|
|
2024
Q2 | $8.78M | Sell |
212,905
-14,231
| -6% | -$587K | 0.92% | 17 |
|
|
2024
Q1 | $9.53M | Sell |
227,136
-43,841
| -16% | -$1.84M | 1.03% | 15 |
|
|
2023
Q4 | $10.2M | Buy |
270,977
+4,761
| +2% | +$179K | 1.17% | 14 |
|
|
2023
Q3 | $8.63M | Buy |
266,216
+1,833
| +0.7% | +$59.4K | 1.18% | 16 |
|
|
2023
Q2 | $9.83M | Buy |
264,383
+48,081
| +22% | +$1.79M | 1.31% | 19 |
|
|
2023
Q1 | $8.41M | Buy |
216,302
+67,170
| +45% | +$2.61M | 1.24% | 19 |
|
|
2022
Q4 | $5.88M | Buy |
+149,132
| New | +$5.88M | 0.99% | 23 |
|