Neumann Capital 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 | $1.83M | Buy |
42,359
+550
| +1% | +$23.8K | 0.58% | 43 |
|
|
2025
Q1 | $1.9M | Hold |
41,809
| – | – | 0.66% | 43 |
|
|
2024
Q4 | $1.67M | Sell |
41,809
-710
| -2% | -$28.4K | 0.56% | 44 |
|
|
2024
Q3 | $1.91M | Sell |
42,519
-2,600
| -6% | -$117K | 0.64% | 42 |
|
|
2024
Q2 | $1.86M | Buy |
45,119
+170
| +0.4% | +$7.01K | 0.64% | 41 |
|
|
2024
Q1 | $1.89M | Buy |
44,949
+1,750
| +4% | +$73.4K | 0.67% | 41 |
|
|
2023
Q4 | $1.63M | Sell |
43,199
-4,100
| -9% | -$155K | 0.65% | 42 |
|
|
2023
Q3 | $1.53M | Sell |
47,299
-1,455
| -3% | -$47.2K | 0.67% | 41 |
|
|
2023
Q2 | $1.81M | Sell |
48,754
-570
| -1% | -$21.2K | 0.75% | 38 |
|
|
2023
Q1 | $1.92M | Buy |
49,324
+2,000
| +4% | +$77.8K | 0.84% | 37 |
|
|
2022
Q4 | $1.86M | Buy |
47,324
+3,750
| +9% | +$148K | 0.88% | 36 |
|
|
2022
Q3 | $1.66M | Buy |
43,574
+49
| +0.1% | +$1.86K | 0.85% | 39 |
|
|
2022
Q2 | $2.21M | Buy |
43,525
+500
| +1% | +$25.4K | 1.12% | 27 |
|
|
2022
Q1 | $2.19M | Hold |
43,025
| – | – | 0.93% | 34 |
|
|
2021
Q4 | $2.24M | Hold |
43,025
| – | – | 0.91% | 33 |
|
|
2021
Q3 | $2.32M | Buy |
43,025
+600
| +1% | +$32.4K | 1.04% | 31 |
|
|
2021
Q2 | $2.38M | Hold |
42,425
| – | – | 1.07% | 29 |
|
|
2021
Q1 | $2.47M | Buy |
42,425
+300
| +0.7% | +$17.4K | 1.17% | 27 |
|
|
2020
Q4 | $2.48M | Sell |
42,125
-717
| -2% | -$42.1K | 1.25% | 24 |
|
|
2020
Q3 | $2.55M | Hold |
42,842
| – | – | 1.47% | 20 |
|
|
2020
Q2 | $2.36M | Hold |
42,842
| – | – | 1.45% | 22 |
|
|
2020
Q1 | $2.3M | Buy |
42,842
+1,000
| +2% | +$53.7K | 1.68% | 18 |
|
|
2019
Q4 | $2.57M | Buy |
41,842
+450
| +1% | +$27.6K | 1.49% | 20 |
|
|
2019
Q3 | $2.5M | Buy |
41,392
+300
| +0.7% | +$18.1K | 1.54% | 18 |
|
|
2019
Q2 | $2.35M | Buy |
41,092
+2,717
| +7% | +$155K | 1.46% | 19 |
|
|
2019
Q1 | $2.27M | Sell |
38,375
-1,150
| -3% | -$68K | 1.45% | 21 |
|
|
2018
Q4 | $2.22M | Sell |
39,525
-3,487
| -8% | -$196K | 1.67% | 18 |
|
|
2018
Q3 | $2.3M | Buy |
43,012
+100
| +0.2% | +$5.34K | 1.35% | 25 |
|
|
2018
Q2 | $2.16M | Sell |
42,912
-780
| -2% | -$39.2K | 1.36% | 26 |
|
|
2018
Q1 | $2.09M | Buy |
43,692
+1,970
| +5% | +$94.2K | 1.33% | 27 |
|
|
2017
Q4 | $2.21M | Sell |
41,722
-750
| -2% | -$39.7K | 1.35% | 28 |
|
|
2017
Q3 | $2.1M | Buy |
42,472
+35
| +0.1% | +$1.73K | 1.3% | 30 |
|
|
2017
Q2 | $1.9M | Buy |
42,437
+2,190
| +5% | +$97.8K | 1.22% | 29 |
|
|
2017
Q1 | $1.96M | Sell |
40,247
-4,400
| -10% | -$214K | 1.27% | 28 |
|
|
2016
Q4 | $2.38M | Buy |
44,647
+865
| +2% | +$46.2K | 1.54% | 22 |
|
|
2016
Q3 | $2.28M | Buy |
43,782
+375
| +0.9% | +$19.5K | 1.51% | 20 |
|
|
2016
Q2 | $2.42M | Buy |
43,407
+17
| +0% | +$949 | 1.61% | 18 |
|
|
2016
Q1 | $2.35M | Buy |
43,390
+950
| +2% | +$51.4K | 1.54% | 21 |
|
|
2015
Q4 | $1.96M | Buy |
42,440
+100
| +0.2% | +$4.62K | 1.36% | 23 |
|
|
2015
Q3 | $1.84M | Buy |
42,340
+2,090
| +5% | +$90.9K | 1.3% | 26 |
|
|
2015
Q2 | $1.88M | Buy |
40,250
+1,120
| +3% | +$52.2K | 1.2% | 27 |
|
|
2015
Q1 | $1.9M | Hold |
39,130
| – | – | 1.21% | 27 |
|
|
2014
Q4 | $1.83M | Buy |
+39,130
| New | +$1.83M | 1.19% | 28 |
|