Morse Asset 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 | – | Hold |
0
| – | -$5 | – | 364 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 341 |
|
|
2022
Q3 | – | Sell |
-11,000
| Closed | -$558K | – | 139 |
|
|
2022
Q2 | $558K | Buy |
11,000
+2,000
| +22% | +$101K | 0.18% | 106 |
|
|
2022
Q1 | $458K | Hold |
9,000
| – | – | 0.11% | 125 |
|
|
2021
Q4 | $468K | Sell |
9,000
-80
| -0.9% | -$4.16K | 0.1% | 125 |
|
|
2021
Q3 | $490K | Hold |
9,080
| – | – | 0.12% | 122 |
|
|
2021
Q2 | $509K | Sell |
9,080
-100
| -1% | -$5.61K | 0.12% | 118 |
|
|
2021
Q1 | $534K | Buy |
9,180
+75
| +0.8% | +$4.36K | 0.14% | 112 |
|
|
2020
Q4 | $535K | Sell |
9,105
-20,116
| -69% | -$1.18M | 0.15% | 102 |
|
|
2020
Q3 | $1.74M | Sell |
29,221
-275
| -0.9% | -$16.4K | 0.56% | 48 |
|
|
2020
Q2 | $1.63M | Sell |
29,496
-49,850
| -63% | -$2.75M | 0.58% | 47 |
|
|
2020
Q1 | $4.26M | Sell |
79,346
-1,275
| -2% | -$68.5K | 2.04% | 16 |
|
|
2019
Q4 | $4.95M | Buy |
80,621
+2,684
| +3% | +$165K | 1.7% | 17 |
|
|
2019
Q3 | $4.7M | Sell |
77,937
-12,050
| -13% | -$727K | 1.76% | 15 |
|
|
2019
Q2 | $5.14M | Buy |
89,987
+8,487
| +10% | +$485K | 1.51% | 21 |
|
|
2019
Q1 | $4.82M | Buy |
81,500
+1,400
| +2% | +$82.8K | 1.44% | 21 |
|
|
2018
Q4 | $4.5M | Buy |
80,100
+30,770
| +62% | +$1.73M | 1.6% | 22 |
|
|
2018
Q3 | $2.63M | Buy |
49,330
+35,530
| +257% | +$1.9M | 0.69% | 47 |
|
|
2018
Q2 | $694K | Sell |
13,800
-50
| -0.4% | -$2.51K | 0.19% | 97 |
|
|
2018
Q1 | $662K | Sell |
13,850
-800
| -5% | -$38.2K | 0.18% | 97 |
|
|
2017
Q4 | $775K | Buy |
14,650
+326
| +2% | +$17.2K | 0.22% | 89 |
|
|
2017
Q3 | $709K | Buy |
14,324
+1,974
| +16% | +$97.7K | 0.21% | 89 |
|
|
2017
Q2 | $552K | Sell |
12,350
-300
| -2% | -$13.4K | 0.18% | 91 |
|
|
2017
Q1 | $617K | Buy |
+12,650
| New | +$617K | 0.21% | 94 |
|