Morningstar Investment Services’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.51M | Sell |
33,319
-34,585
| -51% | -$1.57M | 0.28% | 80 |
|
|
2024
Q4 | $2.72M | Sell |
67,904
-576,164
| -89% | -$23M | 0.25% | 93 |
|
|
2024
Q3 | $28.9M | Sell |
644,068
-6,279
| -1% | -$282K | 0.29% | 87 |
|
|
2024
Q2 | $26.5M | Sell |
650,347
-13,392
| -2% | -$547K | 0.29% | 91 |
|
|
2024
Q1 | $27.6M | Sell |
663,739
-727,017
| -52% | -$30.2M | 0.3% | 89 |
|
|
2023
Q4 | $52.1M | Buy |
1,390,756
+672,374
| +94% | +$25.2M | 0.29% | 88 |
|
|
2023
Q3 | $23.4M | Sell |
718,382
-52,031
| -7% | -$1.69M | 0.3% | 89 |
|
|
2023
Q2 | $28.5M | Buy |
770,413
+2,931
| +0.4% | +$108K | 0.37% | 78 |
|
|
2023
Q1 | $29.6M | Buy |
767,482
+86,081
| +13% | +$3.32M | 0.4% | 73 |
|
|
2022
Q4 | $27.9M | Sell |
681,401
-8,983
| -1% | -$368K | 0.38% | 79 |
|
|
2022
Q3 | $25M | Buy |
690,384
+40,230
| +6% | +$1.46M | 0.35% | 78 |
|
|
2022
Q2 | $33M | Buy |
650,154
+35,611
| +6% | +$1.81M | 0.44% | 63 |
|
|
2022
Q1 | $31.7M | Buy |
614,543
+18,300
| +3% | +$943K | 0.35% | 72 |
|
|
2021
Q4 | $31M | Buy |
596,243
+61,176
| +11% | +$3.18M | 0.34% | 73 |
|
|
2021
Q3 | $29.1M | Buy |
535,067
+3,764
| +0.7% | +$205K | 0.34% | 75 |
|
|
2021
Q2 | $29.7M | Sell |
531,303
-736
| -0.1% | -$41.1K | 0.36% | 74 |
|
|
2021
Q1 | $31.2M | Buy |
532,039
+120,303
| +29% | +$7.05M | 0.41% | 71 |
|
|
2020
Q4 | $24.2M | Sell |
411,736
-25,348
| -6% | -$1.49M | 0.34% | 82 |
|
|
2020
Q3 | $25.9M | Sell |
437,084
-23,760
| -5% | -$1.41M | 0.4% | 67 |
|
|
2020
Q2 | $25.2M | Sell |
460,844
-15,755
| -3% | -$862K | 0.41% | 67 |
|
|
2020
Q1 | $26.1M | Buy |
476,599
+6,787
| +1% | +$372K | 0.48% | 58 |
|
|
2019
Q4 | $28.8M | Buy |
469,812
+1,090
| +0.2% | +$66.9K | 0.45% | 73 |
|
|
2019
Q3 | $28.3M | Sell |
468,722
-4,962
| -1% | -$299K | 0.48% | 69 |
|
|
2019
Q2 | $27.1M | Buy |
473,684
+871
| +0.2% | +$49.8K | 0.45% | 73 |
|
|
2019
Q1 | $28M | Sell |
472,813
-10,536
| -2% | -$623K | 0.48% | 71 |
|
|
2018
Q4 | $27.2M | Sell |
483,349
-30,765
| -6% | -$1.73M | 0.53% | 66 |
|
|
2018
Q3 | $27.4M | Sell |
514,114
-39,336
| -7% | -$2.1M | 0.49% | 70 |
|
|
2018
Q2 | $27.8M | Sell |
553,450
-105,491
| -16% | -$5.31M | 0.52% | 63 |
|
|
2018
Q1 | $31.5M | Sell |
658,941
-140,149
| -18% | -$6.7M | 0.61% | 58 |
|
|
2017
Q4 | $42.3M | Sell |
799,090
-57,613
| -7% | -$3.05M | 0.85% | 45 |
|
|
2017
Q3 | $42.4M | Sell |
856,703
-34,611
| -4% | -$1.71M | 0.92% | 39 |
|
|
2017
Q2 | $39.8M | Buy |
891,314
+25,761
| +3% | +$1.15M | 0.92% | 38 |
|
|
2017
Q1 | $42.2M | Buy |
+865,553
| New | +$42.2M | 1.06% | 35 |
|
|
2016
Q4 | – | Sell |
-796,264
| Closed | -$41.4M | – | 214 |
|
|
2016
Q3 | $41.4M | Buy |
796,264
+102,758
| +15% | +$5.34M | 1.2% | 28 |
|
|
2016
Q2 | $39M | Buy |
693,506
+98,021
| +16% | +$5.51M | 1.23% | 23 |
|
|
2016
Q1 | $32.2M | Buy |
595,485
+66,307
| +13% | +$3.59M | 1.11% | 29 |
|
|
2015
Q4 | $24.5M | Buy |
529,178
+37,314
| +8% | +$1.72M | 0.97% | 30 |
|
|
2015
Q3 | $21.4M | Buy |
491,864
+11,263
| +2% | +$490K | 0.91% | 33 |
|
|
2015
Q2 | $22.4M | Buy |
480,601
+31,901
| +7% | +$1.49M | 0.95% | 29 |
|
|
2015
Q1 | $21.8M | Buy |
448,700
+441,754
| +6,360% | +$21.5M | 0.95% | 30 |
|
|
2014
Q4 | $325K | Hold |
6,946
| – | – | 0.02% | 191 |
|
|
2014
Q3 | $347K | Buy |
6,946
+1,574
| +29% | +$78.6K | 0.02% | 189 |
|
|
2014
Q2 | $263K | Buy |
5,372
+589
| +12% | +$28.8K | 0.02% | 189 |
|
|
2014
Q1 | $228K | Buy |
+4,783
| New | +$228K | 0.02% | 187 |
|