Neville Rodie & Shaw’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Sell |
51,260
-2,100
| -4% | -$90.9K | 0.16% | 85 |
|
|
2025
Q1 | $2.42M | Sell |
53,360
-2,967
| -5% | -$135K | 0.19% | 82 |
|
|
2024
Q4 | $2.25M | Sell |
56,327
-208
| -0.4% | -$8.32K | 0.16% | 87 |
|
|
2024
Q3 | $2.54M | Sell |
56,535
-7,025
| -11% | -$315K | 0.19% | 80 |
|
|
2024
Q2 | $2.62M | Sell |
63,560
-775
| -1% | -$32K | 0.2% | 82 |
|
|
2024
Q1 | $2.7M | Sell |
64,335
-2,673
| -4% | -$112K | 0.21% | 83 |
|
|
2023
Q4 | $2.53M | Sell |
67,008
-28,907
| -30% | -$1.09M | 0.21% | 85 |
|
|
2023
Q3 | $3.11M | Sell |
95,915
-6,234
| -6% | -$202K | 0.28% | 67 |
|
|
2023
Q2 | $3.8M | Sell |
102,149
-2,125
| -2% | -$79K | 0.33% | 64 |
|
|
2023
Q1 | $4.06M | Buy |
104,274
+1,380
| +1% | +$53.7K | 0.37% | 60 |
|
|
2022
Q4 | $4.05M | Buy |
102,894
+124
| +0.1% | +$4.89K | 0.38% | 59 |
|
|
2022
Q3 | $3.9M | Sell |
102,770
-4,635
| -4% | -$176K | 0.38% | 57 |
|
|
2022
Q2 | $5.45M | Sell |
107,405
-552
| -0.5% | -$28K | 0.49% | 55 |
|
|
2022
Q1 | $5.63M | Sell |
107,957
-8,900
| -8% | -$464K | 0.42% | 58 |
|
|
2021
Q4 | $6.07M | Sell |
116,857
-39,725
| -25% | -$2.06M | 0.43% | 54 |
|
|
2021
Q3 | $8.46M | Buy |
156,582
+3,343
| +2% | +$181K | 0.66% | 44 |
|
|
2021
Q2 | $8.59M | Buy |
153,239
+69
| +0% | +$3.87K | 0.66% | 45 |
|
|
2021
Q1 | $8.91M | Buy |
153,170
+16,700
| +12% | +$971K | 0.74% | 42 |
|
|
2020
Q4 | $8.02M | Sell |
136,470
-5,952
| -4% | -$350K | 0.69% | 42 |
|
|
2020
Q3 | $8.47M | Sell |
142,422
-1,080
| -0.8% | -$64.3K | 0.8% | 40 |
|
|
2020
Q2 | $7.91M | Buy |
143,502
+8,575
| +6% | +$473K | 0.82% | 42 |
|
|
2020
Q1 | $7.25M | Buy |
134,927
+3,300
| +3% | +$177K | 0.88% | 39 |
|
|
2019
Q4 | $8.08M | Buy |
131,627
+4,727
| +4% | +$290K | 0.79% | 41 |
|
|
2019
Q3 | $7.66M | Buy |
126,900
+17,200
| +16% | +$1.04M | 0.81% | 37 |
|
|
2019
Q2 | $6.27M | Buy |
109,700
+14,175
| +15% | +$810K | 0.66% | 49 |
|
|
2019
Q1 | $5.65M | Buy |
95,525
+4,361
| +5% | +$258K | 0.6% | 52 |
|
|
2018
Q4 | $5.13M | Buy |
91,164
+13,800
| +18% | +$776K | 0.62% | 52 |
|
|
2018
Q3 | $4.13M | Buy |
77,364
+915
| +1% | +$48.8K | 0.41% | 71 |
|
|
2018
Q2 | $3.85M | Buy |
76,449
+1,889
| +3% | +$95K | 0.41% | 70 |
|
|
2018
Q1 | $3.57M | Sell |
74,560
-195
| -0.3% | -$9.32K | 0.39% | 72 |
|
|
2017
Q4 | $3.96M | Buy |
74,755
+1,020
| +1% | +$54K | 0.42% | 73 |
|
|
2017
Q3 | $3.65M | Sell |
73,735
-14,188
| -16% | -$702K | 0.41% | 74 |
|
|
2017
Q2 | $3.93M | Sell |
87,923
-5,594
| -6% | -$250K | 0.45% | 71 |
|
|
2017
Q1 | $4.56M | Sell |
93,517
-1,820
| -2% | -$88.7K | 0.52% | 62 |
|
|
2016
Q4 | $5.09M | Sell |
95,337
-1,600
| -2% | -$85.4K | 0.6% | 58 |
|
|
2016
Q3 | $5.04M | Sell |
96,937
-5,350
| -5% | -$278K | 0.59% | 59 |
|
|
2016
Q2 | $5.71M | Buy |
102,287
+1,120
| +1% | +$62.5K | 0.68% | 52 |
|
|
2016
Q1 | $5.47M | Buy |
101,167
+11,135
| +12% | +$602K | 0.66% | 52 |
|
|
2015
Q4 | $4.16M | Buy |
90,032
+1,325
| +1% | +$61.2K | 0.5% | 69 |
|
|
2015
Q3 | $3.86M | Sell |
88,707
-1,576
| -2% | -$68.6K | 0.47% | 68 |
|
|
2015
Q2 | $4.21M | Sell |
90,283
-5,505
| -6% | -$257K | 0.46% | 69 |
|
|
2015
Q1 | $4.66M | Sell |
95,788
-4,630
| -5% | -$225K | 0.48% | 69 |
|
|
2014
Q4 | $4.7M | Sell |
100,418
-1,921
| -2% | -$89.9K | 0.48% | 64 |
|
|
2014
Q3 | $5.12M | Sell |
102,339
-1,051
| -1% | -$52.5K | 0.5% | 61 |
|
|
2014
Q2 | $5.06M | Sell |
103,390
-702
| -0.7% | -$34.3K | 0.51% | 61 |
|
|
2014
Q1 | $4.95M | Sell |
104,092
-4,727
| -4% | -$225K | 0.54% | 60 |
|
|
2013
Q4 | $5.35M | Buy |
108,819
+845
| +0.8% | +$41.5K | 0.58% | 51 |
|
|
2013
Q3 | $5.04M | Sell |
107,974
-3,401
| -3% | -$159K | 0.59% | 51 |
|
|
2013
Q2 | $5.61M | Buy |
+111,375
| New | +$5.61M | 0.68% | 44 |
|