NCM
Nelson Capital Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Buy |
61,891
+1,233
| +2% | +$53.4K | 0.35% | 53 |
|
|
2025
Q1 | $2.75M | Buy |
60,658
+545
| +0.9% | +$24.7K | 0.48% | 50 |
|
|
2024
Q4 | $2.4M | Sell |
60,113
-580
| -1% | -$23.2K | 0.4% | 56 |
|
|
2024
Q3 | $2.73M | Buy |
60,693
+1,180
| +2% | +$53K | 0.46% | 52 |
|
|
2024
Q2 | $2.45M | Buy |
59,513
+1,227
| +2% | +$50.6K | 0.44% | 52 |
|
|
2024
Q1 | $2.45M | Buy |
58,286
+6,014
| +12% | +$252K | 0.47% | 53 |
|
|
2023
Q4 | $1.97M | Sell |
52,272
-5,961
| -10% | -$225K | 0.44% | 52 |
|
|
2023
Q3 | $1.89M | Sell |
58,233
-1,045
| -2% | -$33.9K | 0.46% | 52 |
|
|
2023
Q2 | $2.2M | Sell |
59,278
-1,370
| -2% | -$51K | 0.57% | 48 |
|
|
2023
Q1 | $2.36M | Sell |
60,648
-34,779
| -36% | -$1.35M | 0.67% | 49 |
|
|
2022
Q4 | $3.76M | Sell |
95,427
-13,211
| -12% | -$521K | 1.1% | 38 |
|
|
2022
Q3 | $4.13M | Sell |
108,638
-1,954
| -2% | -$74.2K | 1.21% | 35 |
|
|
2022
Q2 | $5.61M | Sell |
110,592
-4,444
| -4% | -$226K | 1.55% | 25 |
|
|
2022
Q1 | $5.86M | Sell |
115,036
-1,596
| -1% | -$81.3K | 1.15% | 28 |
|
|
2021
Q4 | $6.06M | Buy |
116,632
+350
| +0.3% | +$18.2K | 1.12% | 32 |
|
|
2021
Q3 | $6.28M | Sell |
116,282
-728
| -0.6% | -$39.3K | 1.25% | 28 |
|
|
2021
Q2 | $6.56M | Buy |
117,010
+1,658
| +1% | +$92.9K | 1.33% | 25 |
|
|
2021
Q1 | $6.71M | Sell |
115,352
-5,248
| -4% | -$305K | 1.43% | 24 |
|
|
2020
Q4 | $7.09M | Sell |
120,600
-52,216
| -30% | -$3.07M | 1.52% | 21 |
|
|
2020
Q3 | $10.3M | Sell |
172,816
-6,106
| -3% | -$363K | 1.8% | 12 |
|
|
2020
Q2 | $9.86M | Buy |
178,922
+895
| +0.5% | +$49.3K | 2.15% | 12 |
|
|
2020
Q1 | $9.57M | Buy |
178,027
+296
| +0.2% | +$15.9K | 2.57% | 9 |
|
|
2019
Q4 | $10.9M | Sell |
177,731
-2,100
| -1% | -$129K | 2.29% | 9 |
|
|
2019
Q3 | $10.9M | Buy |
179,831
+1,844
| +1% | +$111K | 2.57% | 9 |
|
|
2019
Q2 | $10.2M | Sell |
177,987
-386
| -0.2% | -$22.1K | 2.4% | 10 |
|
|
2019
Q1 | $10.5M | Sell |
178,373
-2,963
| -2% | -$175K | 2.63% | 9 |
|
|
2018
Q4 | $10.2M | Sell |
181,336
-3,457
| -2% | -$194K | 2.84% | 6 |
|
|
2018
Q3 | $9.87M | Buy |
184,793
+5,124
| +3% | +$274K | 2.27% | 11 |
|
|
2018
Q2 | $9.04M | Buy |
179,669
+1,814
| +1% | +$91.3K | 2.32% | 10 |
|
|
2018
Q1 | $8.51M | Buy |
177,855
+1,341
| +0.8% | +$64.1K | 2.2% | 11 |
|
|
2017
Q4 | $9.34M | Buy |
176,514
+1,351
| +0.8% | +$71.5K | 2.91% | 5 |
|
|
2017
Q3 | $8.67M | Buy |
175,163
+74,058
| +73% | +$3.67M | 2.86% | 6 |
|
|
2017
Q2 | $4.52M | Buy |
101,105
+8
| +0% | +$357 | 1.53% | 36 |
|
|
2017
Q1 | $4.93M | Sell |
101,097
-145
| -0.1% | -$7.07K | 1.66% | 30 |
|
|
2016
Q4 | $5.4M | Sell |
101,242
-2,288
| -2% | -$122K | 1.89% | 23 |
|
|
2016
Q3 | $5.38M | Buy |
103,530
+4,266
| +4% | +$222K | 1.91% | 25 |
|
|
2016
Q2 | $5.54M | Buy |
99,264
+360
| +0.4% | +$20.1K | 2.08% | 17 |
|
|
2016
Q1 | $5.35M | Sell |
98,904
-2,234
| -2% | -$121K | 2.02% | 21 |
|
|
2015
Q4 | $4.68M | Sell |
101,138
-4,620
| -4% | -$214K | 1.8% | 26 |
|
|
2015
Q3 | $4.6M | Buy |
105,758
+2,250
| +2% | +$97.9K | 1.76% | 30 |
|
|
2015
Q2 | $4.83M | Buy |
103,508
+3,233
| +3% | +$151K | 1.74% | 30 |
|
|
2015
Q1 | $4.88M | Sell |
100,275
-3,220
| -3% | -$157K | 1.76% | 28 |
|
|
2014
Q4 | $4.84M | Buy |
103,495
+996
| +1% | +$46.6K | 1.79% | 26 |
|
|
2014
Q3 | $5.12M | Buy |
102,499
+4,087
| +4% | +$204K | 1.93% | 24 |
|
|
2014
Q2 | $4.82M | Buy |
98,412
+3,916
| +4% | +$192K | 1.93% | 24 |
|
|
2014
Q1 | $4.5M | Sell |
94,496
-33,052
| -26% | -$1.57M | 1.98% | 24 |
|
|
2013
Q4 | $6.27M | Sell |
127,548
-2,905
| -2% | -$143K | 2.79% | 8 |
|
|
2013
Q3 | $6.09M | Buy |
130,453
+2,715
| +2% | +$127K | 2.9% | 9 |
|
|
2013
Q2 | $6.43M | Buy |
+127,738
| New | +$6.43M | 3.3% | 4 |
|