Obermeyer Wealth Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $608K | Sell |
14,046
-545
| -4% | -$23.6K | 0.03% | 140 |
|
|
2025
Q1 | $662K | Sell |
14,591
-363
| -2% | -$16.5K | 0.04% | 127 |
|
|
2024
Q4 | $598K | Sell |
14,954
-2,414
| -14% | -$96.5K | 0.03% | 135 |
|
|
2024
Q3 | $780K | Sell |
17,368
-2,181
| -11% | -$97.9K | 0.04% | 118 |
|
|
2024
Q2 | $806K | Buy |
19,549
+37
| +0.2% | +$1.53K | 0.05% | 110 |
|
|
2024
Q1 | $819K | Sell |
19,512
-318
| -2% | -$13.3K | 0.05% | 105 |
|
|
2023
Q4 | $748K | Sell |
19,830
-423
| -2% | -$15.9K | 0.05% | 88 |
|
|
2023
Q3 | $656K | Sell |
20,253
-5,339
| -21% | -$173K | 0.05% | 94 |
|
|
2023
Q2 | $952K | Buy |
25,592
+1,827
| +8% | +$67.9K | 0.07% | 73 |
|
|
2023
Q1 | $924K | Sell |
23,765
-2,014
| -8% | -$78.3K | 0.07% | 73 |
|
|
2022
Q4 | $1.02M | Buy |
25,779
+627
| +2% | +$24.7K | 0.08% | 71 |
|
|
2022
Q3 | $955K | Sell |
25,152
-10,502
| -29% | -$399K | 0.08% | 68 |
|
|
2022
Q2 | $1.81M | Buy |
35,654
+387
| +1% | +$19.6K | 0.13% | 51 |
|
|
2022
Q1 | $1.8M | Buy |
35,267
+4,697
| +15% | +$239K | 0.11% | 54 |
|
|
2021
Q4 | $1.59M | Buy |
30,570
+13,170
| +76% | +$684K | 0.09% | 56 |
|
|
2021
Q3 | $940K | Buy |
17,400
+2,186
| +14% | +$118K | 0.05% | 78 |
|
|
2021
Q2 | $852K | Buy |
15,214
+3,449
| +29% | +$193K | 0.05% | 91 |
|
|
2021
Q1 | $684K | Buy |
11,765
+1,021
| +10% | +$59.4K | 0.04% | 101 |
|
|
2020
Q4 | $631K | Buy |
10,744
+524
| +5% | +$30.8K | 0.04% | 74 |
|
|
2020
Q3 | $608K | Buy |
10,220
+3,664
| +56% | +$218K | 0.05% | 74 |
|
|
2020
Q2 | $361K | Buy |
6,556
+400
| +6% | +$22K | 0.03% | 96 |
|
|
2020
Q1 | $331K | Sell |
6,156
-428
| -7% | -$23K | 0.04% | 84 |
|
|
2019
Q4 | $404K | Hold |
6,584
| – | – | 0.04% | 85 |
|
|
2019
Q3 | $397K | Buy |
6,584
+1,631
| +33% | +$98.3K | 0.04% | 85 |
|
|
2019
Q2 | $283K | Buy |
4,953
+208
| +4% | +$11.9K | 0.03% | 102 |
|
|
2019
Q1 | $281K | Sell |
4,745
-552
| -10% | -$32.7K | 0.03% | 99 |
|
|
2018
Q4 | $298K | Hold |
5,297
| – | – | 0.03% | 94 |
|
|
2018
Q3 | $283K | Buy |
5,297
+55
| +1% | +$2.94K | 0.02% | 100 |
|
|
2018
Q2 | $264K | Buy |
+5,242
| New | +$264K | 0.02% | 96 |
|
|
2018
Q1 | – | Sell |
-5,204
| Closed | -$275K | – | 124 |
|
|
2017
Q4 | $275K | Buy |
5,204
+161
| +3% | +$8.51K | 0.02% | 102 |
|
|
2017
Q3 | $250K | Sell |
5,043
-235
| -4% | -$11.7K | 0.02% | 103 |
|
|
2017
Q2 | $236K | Buy |
5,278
+127
| +2% | +$5.68K | 0.02% | 113 |
|
|
2017
Q1 | $251K | Sell |
5,151
-184
| -3% | -$8.97K | 0.02% | 115 |
|
|
2016
Q4 | $285K | Hold |
5,335
| – | – | 0.03% | 108 |
|
|
2016
Q3 | $277K | Hold |
5,335
| – | – | 0.03% | 105 |
|
|
2016
Q2 | $298K | Buy |
5,335
+1,374
| +35% | +$76.7K | 0.03% | 101 |
|
|
2016
Q1 | $214K | Buy |
+3,961
| New | +$214K | 0.02% | 113 |
|
|
2015
Q2 | – | Sell |
-4,203
| Closed | -$204K | – | 134 |
|
|
2015
Q1 | $204K | Buy |
+4,203
| New | +$204K | 0.02% | 133 |
|
|
2013
Q3 | – | Sell |
-485
| Closed | -$24K | – | 277 |
|
|
2013
Q2 | $24K | Buy |
+485
| New | +$24K | 0.01% | 177 |
|