Nicolet Advisory Services’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$820K Buy
19,121
+373
+2% +$16K 0.07% 149
2025
Q1
$805K Buy
18,748
+4,102
+28% +$176K 0.08% 139
2024
Q4
$554K Sell
14,646
-1,607
-10% -$60.8K 0.05% 181
2024
Q3
$724K Sell
16,253
-491
-3% -$21.9K 0.07% 151
2024
Q2
$688K Buy
16,744
+163
+1% +$6.7K 0.07% 147
2024
Q1
$677K Buy
16,581
+3,165
+24% +$129K 0.07% 137
2023
Q4
$539K Sell
13,416
-2,009
-13% -$80.8K 0.06% 152
2023
Q3
$486K Buy
15,425
+1,432
+10% +$45.2K 0.05% 162
2023
Q2
$520K Buy
13,993
+717
+5% +$26.6K 0.06% 149
2023
Q1
$524K Buy
13,276
+1,475
+12% +$58.2K 0.06% 143
2022
Q4
$486K Buy
11,801
+1,422
+14% +$58.6K 0.06% 129
2022
Q3
$380K Buy
10,379
+1,213
+13% +$44.4K 0.06% 118
2022
Q2
$465K Buy
9,166
+43
+0.5% +$2.18K 0.07% 107
2022
Q1
$488K Buy
9,123
+459
+5% +$24.6K 0.06% 113
2021
Q4
$450K Sell
8,664
-226
-3% -$11.7K 0.06% 116
2021
Q3
$480K Sell
8,890
-187
-2% -$10.1K 0.06% 116
2021
Q2
$509K Sell
9,077
-95
-1% -$5.33K 0.07% 108
2021
Q1
$533K Sell
9,172
-228
-2% -$13.2K 0.07% 103
2020
Q4
$552K Buy
9,400
+317
+3% +$18.6K 0.08% 97
2020
Q3
$540K Sell
9,083
-4,951
-35% -$294K 0.08% 90
2020
Q2
$774K Buy
14,034
+324
+2% +$17.9K 0.12% 86
2020
Q1
$737K Buy
13,710
+3,281
+31% +$176K 0.13% 85
2019
Q4
$640K Sell
10,429
-425
-4% -$26.1K 0.1% 83
2019
Q3
$655K Buy
10,854
+285
+3% +$17.2K 0.1% 79
2019
Q2
$604K Sell
10,569
-507
-5% -$29K 0.09% 75
2019
Q1
$655K Buy
+11,076
New +$655K 0.11% 69