Mount Vernon Associates’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $860K | Hold |
19,884
| – | – | 0.62% | 32 |
|
|
2025
Q1 | $902K | Sell |
19,884
-38
| -0.2% | -$1.72K | 0.74% | 31 |
|
|
2024
Q4 | $797K | Hold |
19,922
| – | – | 0.62% | 31 |
|
|
2024
Q3 | $895K | Buy |
19,922
+800
| +4% | +$35.9K | 0.71% | 31 |
|
|
2024
Q2 | $789K | Sell |
19,122
-939
| -5% | -$38.7K | 0.7% | 33 |
|
|
2024
Q1 | $842K | Hold |
20,061
| – | – | 0.71% | 35 |
|
|
2023
Q4 | $756K | Hold |
20,061
| – | – | 0.74% | 32 |
|
|
2023
Q3 | $650K | Buy |
20,061
+139
| +0.7% | +$4.5K | 0.72% | 33 |
|
|
2023
Q2 | $741K | Hold |
19,922
| – | – | 0.79% | 30 |
|
|
2023
Q1 | $775K | Sell |
19,922
-350
| -2% | -$13.6K | 0.92% | 28 |
|
|
2022
Q4 | $799K | Sell |
20,272
-300
| -1% | -$11.8K | 1.03% | 25 |
|
|
2022
Q3 | $781K | Buy |
20,572
+150
| +0.7% | +$5.7K | 1.02% | 26 |
|
|
2022
Q2 | $1.04M | Sell |
20,422
-100
| -0.5% | -$5.07K | 1.26% | 25 |
|
|
2022
Q1 | $1.05M | Sell |
20,522
-600
| -3% | -$30.6K | 1.01% | 29 |
|
|
2021
Q4 | $1.1M | Hold |
21,122
| – | – | 0.95% | 29 |
|
|
2021
Q3 | $1.14M | Hold |
21,122
| – | – | 1.05% | 28 |
|
|
2021
Q2 | $1.18M | Hold |
21,122
| – | – | 1.08% | 28 |
|
|
2021
Q1 | $1.23M | Hold |
21,122
| – | – | 1.21% | 26 |
|
|
2020
Q4 | $1.24M | Hold |
21,122
| – | – | 1.31% | 26 |
|
|
2020
Q3 | $1.26M | Sell |
21,122
-200
| -0.9% | -$11.9K | 1.5% | 23 |
|
|
2020
Q2 | $1.18M | Hold |
21,322
| – | – | 1.52% | 23 |
|
|
2020
Q1 | $1.15M | Buy |
21,322
+85
| +0.4% | +$4.57K | 1.92% | 20 |
|
|
2019
Q4 | $1.3M | Sell |
21,237
-100
| -0.5% | -$6.14K | 1.78% | 22 |
|
|
2019
Q3 | $1.29M | Hold |
21,337
| – | – | 1.93% | 22 |
|
|
2019
Q2 | $1.22M | Hold |
21,337
| – | – | 1.81% | 21 |
|
|
2019
Q1 | $1.26M | Hold |
21,337
| – | – | 1.93% | 20 |
|
|
2018
Q4 | $1.2M | Buy |
21,337
+100
| +0.5% | +$5.62K | 2.11% | 20 |
|
|
2018
Q3 | $1.13M | Sell |
21,237
-196
| -0.9% | -$10.5K | 1.67% | 23 |
|
|
2018
Q2 | $1.08M | Sell |
21,433
-1,040
| -5% | -$52.3K | 1.68% | 24 |
|
|
2018
Q1 | $1.08M | Hold |
22,473
| – | – | 1.66% | 27 |
|
|
2017
Q4 | $1.19M | Sell |
22,473
-100
| -0.4% | -$5.29K | 1.79% | 26 |
|
|
2017
Q3 | $1.12M | Sell |
22,573
-400
| -2% | -$19.8K | 1.85% | 26 |
|
|
2017
Q2 | $1.03M | Buy |
22,973
+15
| +0.1% | +$670 | 1.84% | 27 |
|
|
2017
Q1 | $1.12M | Buy |
22,958
+100
| +0.4% | +$4.87K | 2.06% | 24 |
|
|
2016
Q4 | $1.22M | Hold |
22,858
| – | – | 2.4% | 20 |
|
|
2016
Q3 | $1.19M | Hold |
22,858
| – | – | 2.46% | 17 |
|
|
2016
Q2 | $1.28M | Buy |
22,858
+853
| +4% | +$47.6K | 2.72% | 14 |
|
|
2016
Q1 | $1.19M | Sell |
22,005
-944
| -4% | -$51.1K | 2.64% | 14 |
|
|
2015
Q4 | $1.06M | Sell |
22,949
-392
| -2% | -$18.1K | 2.32% | 17 |
|
|
2015
Q3 | $1.02M | Buy |
23,341
+800
| +4% | +$34.8K | 2.36% | 17 |
|
|
2015
Q2 | $1.05M | Buy |
22,541
+700
| +3% | +$32.6K | 2.27% | 20 |
|
|
2015
Q1 | $1.06M | Buy |
21,841
+2,200
| +11% | +$107K | 2.3% | 18 |
|
|
2014
Q4 | $919K | Buy |
19,641
+400
| +2% | +$18.7K | 2.11% | 21 |
|
|
2014
Q3 | $962K | Buy |
19,241
+1,800
| +10% | +$90K | 2.39% | 18 |
|
|
2014
Q2 | $853K | Buy |
17,441
+450
| +3% | +$22K | 2.17% | 22 |
|
|
2014
Q1 | $808K | Hold |
16,991
| – | – | 2.11% | 23 |
|
|
2013
Q4 | $835K | Buy |
16,991
+300
| +2% | +$14.7K | 2.19% | 20 |
|
|
2013
Q3 | $779K | Sell |
16,691
-37,000
| -69% | -$1.73M | 2.37% | 18 |
|
|
2013
Q2 | $2.7M | Buy |
+53,691
| New | +$2.7M | 2.92% | 16 |
|