New England Research & Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,940
| Closed | -$597K | – | 165 |
|
|
2024
Q4 | $597K | Sell |
14,940
-1,004
| -6% | -$40.1K | 0.3% | 93 |
|
|
2024
Q3 | $716K | Sell |
15,944
-460
| -3% | -$20.7K | 0.34% | 90 |
|
|
2024
Q2 | $677K | Sell |
16,404
-30
| -0.2% | -$1.24K | 0.33% | 98 |
|
|
2024
Q1 | $690K | Sell |
16,434
-90
| -0.5% | -$3.78K | 0.34% | 97 |
|
|
2023
Q4 | $623K | Sell |
16,524
-425
| -3% | -$16K | 0.33% | 95 |
|
|
2023
Q3 | $549K | Sell |
16,949
-360
| -2% | -$11.7K | 0.31% | 98 |
|
|
2023
Q2 | $644K | Sell |
17,309
-450
| -3% | -$16.7K | 0.37% | 80 |
|
|
2023
Q1 | $691K | Sell |
17,759
-56
| -0.3% | -$2.18K | 0.41% | 86 |
|
|
2022
Q4 | $702K | Sell |
17,815
-850
| -5% | -$33.5K | 0.4% | 88 |
|
|
2022
Q3 | $709K | Sell |
18,665
-500
| -3% | -$19K | 0.45% | 76 |
|
|
2022
Q2 | $973K | Sell |
19,165
-150
| -0.8% | -$7.62K | 0.57% | 64 |
|
|
2022
Q1 | $984K | Sell |
19,315
-475
| -2% | -$24.2K | 0.51% | 67 |
|
|
2021
Q4 | $1.03M | Sell |
19,790
-27,745
| -58% | -$1.44M | 0.5% | 65 |
|
|
2021
Q3 | $2.57M | Buy |
47,535
+11,475
| +32% | +$620K | 1.34% | 16 |
|
|
2021
Q2 | $2.02M | Buy |
36,060
+50
| +0.1% | +$2.8K | 1.04% | 23 |
|
|
2021
Q1 | $2.09M | Sell |
36,010
-300
| -0.8% | -$17.4K | 1.15% | 24 |
|
|
2020
Q4 | $2.13M | Sell |
36,310
-550
| -1% | -$32.3K | 1.32% | 18 |
|
|
2020
Q3 | $2.19M | Sell |
36,860
-200
| -0.5% | -$11.9K | 1.59% | 14 |
|
|
2020
Q2 | $2.04M | Buy |
37,060
+12,700
| +52% | +$700K | 1.46% | 17 |
|
|
2020
Q1 | $1.31M | Sell |
24,360
-10
| -0% | -$537 | 1.12% | 25 |
|
|
2019
Q4 | $1.5M | Hold |
24,370
| – | – | 1% | 28 |
|
|
2019
Q3 | $1.47M | Buy |
24,370
+5,100
| +26% | +$308K | 1.07% | 21 |
|
|
2019
Q2 | $1.1M | Buy |
19,270
+2,500
| +15% | +$143K | 0.75% | 42 |
|
|
2019
Q1 | $992K | Buy |
16,770
+10,500
| +167% | +$621K | 0.67% | 54 |
|
|
2018
Q4 | $352K | Sell |
6,270
-1,110
| -15% | -$62.3K | 0.28% | 107 |
|
|
2018
Q3 | $394K | Sell |
7,380
-9,970
| -57% | -$532K | 0.26% | 113 |
|
|
2018
Q2 | $873K | Sell |
17,350
-750
| -4% | -$37.7K | 0.58% | 64 |
|
|
2018
Q1 | $866K | Buy |
+18,100
| New | +$866K | 0.58% | 68 |
|
|
2017
Q1 | – | Sell |
-4,978
| Closed | -$266K | – | 188 |
|
|
2016
Q4 | $266K | Sell |
4,978
-5
| -0.1% | -$267 | 0.21% | 142 |
|
|
2016
Q3 | $259K | Buy |
4,983
+700
| +16% | +$36.4K | 0.22% | 141 |
|
|
2016
Q2 | $239K | Buy |
4,283
+100
| +2% | +$5.58K | 0.21% | 143 |
|
|
2016
Q1 | $226K | Buy |
+4,183
| New | +$226K | 0.19% | 147 |
|
|
2015
Q1 | – | Sell |
-14,200
| Closed | -$664K | – | 184 |
|
|
2014
Q4 | $664K | Buy |
14,200
+8,750
| +161% | +$409K | 0.57% | 71 |
|
|
2014
Q3 | $272K | Sell |
5,450
-4,359
| -44% | -$218K | 0.24% | 141 |
|
|
2014
Q2 | $480K | Buy |
9,809
+350
| +4% | +$17.1K | 0.43% | 99 |
|
|
2014
Q1 | $450K | Buy |
9,459
+2,659
| +39% | +$126K | 0.41% | 98 |
|
|
2013
Q4 | $334K | Buy |
+6,800
| New | +$334K | 0.32% | 113 |
|