Northeast Financial Consultants’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $475K | Sell |
10,988
-2,369
| -18% | -$103K | 0.02% | 208 |
|
2025
Q1 | $606K | Sell |
13,357
-594
| -4% | -$26.9K | 0.03% | 180 |
|
2024
Q4 | $558K | Buy |
13,951
+35
| +0.3% | +$1.4K | 0.02% | 184 |
|
2024
Q3 | $625K | Buy |
13,916
+34
| +0.2% | +$1.53K | 0.03% | 181 |
|
2024
Q2 | $572K | Sell |
13,882
-3,765
| -21% | -$155K | 0.03% | 179 |
|
2024
Q1 | $740K | Buy |
17,647
+3,630
| +26% | +$152K | 0.04% | 164 |
|
2023
Q4 | $528K | Buy |
14,017
+668
| +5% | +$25.2K | 0.03% | 181 |
|
2023
Q3 | $433K | Buy |
13,349
+38
| +0.3% | +$1.23K | 0.03% | 194 |
|
2023
Q2 | $495K | Buy |
13,311
+172
| +1% | +$6.4K | 0.03% | 182 |
|
2023
Q1 | $511K | Sell |
13,139
-202
| -2% | -$7.86K | 0.03% | 182 |
|
2022
Q4 | $526K | Sell |
13,341
-12,368
| -48% | -$487K | 0.04% | 177 |
|
2022
Q3 | $976K | Buy |
25,709
+26
| +0.1% | +$987 | 0.07% | 139 |
|
2022
Q2 | $1.3M | Sell |
25,683
-3,101
| -11% | -$157K | 0.09% | 122 |
|
2022
Q1 | $1.47M | Buy |
28,784
+2,857
| +11% | +$146K | 0.08% | 127 |
|
2021
Q4 | $1.35M | Sell |
25,927
-419
| -2% | -$21.8K | 0.08% | 129 |
|
2021
Q3 | $1.42M | Sell |
26,346
-690
| -3% | -$37.3K | 0.1% | 122 |
|
2021
Q2 | $1.52M | Buy |
27,036
+3,554
| +15% | +$199K | 0.1% | 123 |
|
2021
Q1 | $1.37M | Buy |
23,482
+995
| +4% | +$57.8K | 0.1% | 114 |
|
2020
Q4 | $1.32M | Buy |
22,487
+17
| +0.1% | +$999 | 0.11% | 112 |
|
2020
Q3 | $1.34M | Sell |
22,470
-319
| -1% | -$19K | 0.12% | 101 |
|
2020
Q2 | $1.26M | Buy |
22,789
+36
| +0.2% | +$1.98K | 0.12% | 99 |
|
2020
Q1 | $1.22M | Sell |
22,753
-266
| -1% | -$14.3K | 0.14% | 94 |
|
2019
Q4 | $1.41M | Sell |
23,019
-2,321
| -9% | -$142K | 0.13% | 101 |
|
2019
Q3 | $1.53M | Buy |
25,340
+219
| +0.9% | +$13.2K | 0.16% | 95 |
|
2019
Q2 | $1.44M | Buy |
25,121
+518
| +2% | +$29.6K | 0.15% | 94 |
|
2019
Q1 | $1.46M | Sell |
24,603
-868
| -3% | -$51.3K | 0.16% | 88 |
|
2018
Q4 | $1.43M | Buy |
25,471
+19,741
| +345% | +$1.11M | 0.2% | 83 |
|
2018
Q3 | $305K | Buy |
+5,730
| New | +$305K | 0.08% | 114 |
|
2017
Q3 | – | Sell |
-4,800
| Closed | -$214K | – | 153 |
|
2017
Q2 | $214K | Hold |
4,800
| – | – | 0.08% | 133 |
|
2017
Q1 | $234K | Hold |
4,800
| – | – | 0.1% | 132 |
|
2016
Q4 | $256K | Sell |
4,800
-1,200
| -20% | -$64K | 0.11% | 123 |
|
2016
Q3 | $311K | Sell |
6,000
-47
| -0.8% | -$2.44K | 0.13% | 118 |
|
2016
Q2 | $338K | Hold |
6,047
| – | – | 0.15% | 103 |
|
2016
Q1 | $327K | Hold |
6,047
| – | – | 0.17% | 96 |
|
2015
Q4 | $279K | Hold |
6,047
| – | – | 0.14% | 99 |
|
2015
Q3 | $263K | Hold |
6,047
| – | – | 0.13% | 106 |
|
2015
Q2 | $282K | Buy |
6,047
+1,000
| +20% | +$46.6K | 0.13% | 118 |
|
2015
Q1 | $245K | Hold |
5,047
| – | – | 0.11% | 119 |
|
2014
Q4 | $236K | Buy |
+5,047
| New | +$236K | 0.12% | 112 |
|
2014
Q2 | – | Sell |
-5,352
| Closed | -$254K | – | 133 |
|
2014
Q1 | $254K | Buy |
5,352
+1,052
| +24% | +$49.9K | 0.15% | 97 |
|
2013
Q4 | $211K | Buy |
+4,300
| New | +$211K | 0.14% | 91 |
|