Naples Global Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Buy |
10,106
+900
| +10% | +$38.9K | 0.04% | 322 |
|
|
2025
Q1 | $418K | Buy |
9,206
+1,024
| +13% | +$46.5K | 0.04% | 322 |
|
|
2024
Q4 | $327K | Sell |
8,182
-600
| -7% | -$24K | 0.03% | 341 |
|
|
2024
Q3 | $394K | Sell |
8,782
-998
| -10% | -$44.8K | 0.04% | 323 |
|
|
2024
Q2 | $403K | Sell |
9,780
-192
| -2% | -$7.92K | 0.04% | 307 |
|
|
2024
Q1 | $418K | Buy |
9,972
+464
| +5% | +$19.5K | 0.04% | 308 |
|
|
2023
Q4 | $358K | Sell |
9,508
-3,510
| -27% | -$132K | 0.04% | 323 |
|
|
2023
Q3 | $422K | Buy |
13,018
+696
| +6% | +$22.6K | 0.05% | 294 |
|
|
2023
Q2 | $458K | Sell |
12,322
-3,778
| -23% | -$141K | 0.05% | 288 |
|
|
2023
Q1 | $626K | Sell |
16,100
-796
| -5% | -$31K | 0.08% | 253 |
|
|
2022
Q4 | $666K | Sell |
16,896
-1,980
| -10% | -$78K | 0.08% | 250 |
|
|
2022
Q3 | $717K | Sell |
18,876
-763
| -4% | -$29K | 0.1% | 226 |
|
|
2022
Q2 | $997K | Buy |
19,639
+1,461
| +8% | +$74.2K | 0.13% | 196 |
|
|
2022
Q1 | $926K | Buy |
18,178
+371
| +2% | +$18.9K | 0.11% | 217 |
|
|
2021
Q4 | $925K | Hold |
17,807
| – | – | 0.11% | 211 |
|
|
2021
Q3 | $962K | Sell |
17,807
-1,009
| -5% | -$54.5K | 0.13% | 200 |
|
|
2021
Q2 | $1.05M | Buy |
18,816
+498
| +3% | +$27.9K | 0.15% | 182 |
|
|
2021
Q1 | $1.07M | Buy |
18,318
+3,616
| +25% | +$210K | 0.16% | 168 |
|
|
2020
Q4 | $864K | Buy |
14,702
+2,028
| +16% | +$119K | 0.15% | 179 |
|
|
2020
Q3 | $754K | Buy |
12,674
+184
| +1% | +$10.9K | 0.15% | 175 |
|
|
2020
Q2 | $689K | Buy |
12,490
+56
| +0.5% | +$3.09K | 0.15% | 177 |
|
|
2020
Q1 | $668K | Buy |
12,434
+1,507
| +14% | +$81K | 0.18% | 164 |
|
|
2019
Q4 | $671K | Buy |
10,927
+750
| +7% | +$46.1K | 0.14% | 191 |
|
|
2019
Q3 | $614K | Buy |
10,177
+274
| +3% | +$16.5K | 0.14% | 192 |
|
|
2019
Q2 | $566K | Buy |
9,903
+557
| +6% | +$31.8K | 0.14% | 195 |
|
|
2019
Q1 | $553K | Buy |
9,346
+388
| +4% | +$23K | 0.14% | 198 |
|
|
2018
Q4 | $516K | Buy |
8,958
+708
| +9% | +$40.8K | 0.15% | 195 |
|
|
2018
Q3 | $440K | Buy |
8,250
+340
| +4% | +$18.1K | 0.12% | 219 |
|
|
2018
Q2 | $398K | Sell |
7,910
-690
| -8% | -$34.7K | 0.11% | 221 |
|
|
2018
Q1 | $411K | Sell |
8,600
-129
| -1% | -$6.17K | 0.12% | 215 |
|
|
2017
Q4 | $462K | Buy |
+8,729
| New | +$462K | 0.14% | 197 |
|
|
2016
Q3 | – | Sell |
-4,093
| Closed | -$229K | – | 258 |
|
|
2016
Q2 | $229K | Buy |
+4,093
| New | +$229K | 0.09% | 233 |
|
|
2015
Q3 | – | Sell |
-4,487
| Closed | -$209K | – | 234 |
|
|
2015
Q2 | $209K | Sell |
4,487
-795
| -15% | -$37K | 0.1% | 231 |
|
|
2015
Q1 | $257K | Buy |
5,282
+217
| +4% | +$10.6K | 0.12% | 220 |
|
|
2014
Q4 | $237K | Buy |
5,065
+334
| +7% | +$15.6K | 0.13% | 203 |
|
|
2014
Q3 | $237K | Sell |
4,731
-640
| -12% | -$32.1K | 0.14% | 200 |
|
|
2014
Q2 | $263K | Buy |
5,371
+361
| +7% | +$17.7K | 0.16% | 204 |
|
|
2014
Q1 | $238K | Buy |
+5,010
| New | +$238K | 0.15% | 227 |
|