PJSIMP
P.J. Schmidt Investment Management (PJS)’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Buy |
12,569
+560
| +5% | +$24.2K | 0.09% | 110 |
|
|
2025
Q1 | $545K | Hold |
12,009
| – | – | 0.1% | 101 |
|
|
2024
Q4 | $480K | Hold |
12,009
| – | – | 0.08% | 113 |
|
|
2024
Q3 | $539K | Sell |
12,009
-610
| -5% | -$27.4K | 0.09% | 105 |
|
|
2024
Q2 | $520K | Sell |
12,619
-300
| -2% | -$12.4K | 0.1% | 104 |
|
|
2024
Q1 | $542K | Sell |
12,919
-990
| -7% | -$41.5K | 0.1% | 103 |
|
|
2023
Q4 | $590K | Sell |
13,909
-5,095
| -27% | -$216K | 0.12% | 94 |
|
|
2023
Q3 | $600K | Sell |
19,004
-2,052
| -10% | -$64.8K | 0.13% | 91 |
|
|
2023
Q2 | $721K | Sell |
21,056
-2,700
| -11% | -$92.4K | 0.14% | 87 |
|
|
2023
Q1 | $921K | Sell |
23,756
-3,381
| -12% | -$131K | 0.19% | 78 |
|
|
2022
Q4 | $1.07M | Sell |
27,137
-4,833
| -15% | -$190K | 0.24% | 72 |
|
|
2022
Q3 | $1.13M | Buy |
31,970
+390
| +1% | +$13.8K | 0.27% | 69 |
|
|
2022
Q2 | $1.37M | Sell |
31,580
-1,752
| -5% | -$76.2K | 0.3% | 61 |
|
|
2022
Q1 | $1.54M | Sell |
33,332
-5,226
| -14% | -$242K | 0.34% | 56 |
|
|
2021
Q4 | $2.05M | Sell |
38,558
-74,073
| -66% | -$3.94M | 0.41% | 50 |
|
|
2021
Q3 | $5.98M | Sell |
112,631
-5,620
| -5% | -$298K | 1.18% | 25 |
|
|
2021
Q2 | $6.61M | Sell |
118,251
-408
| -0.3% | -$22.8K | 1.32% | 23 |
|
|
2021
Q1 | $6.8M | Buy |
118,659
+1,850
| +2% | +$106K | 1.42% | 19 |
|
|
2020
Q4 | $6.4M | Buy |
116,809
+1,604
| +1% | +$87.8K | 1.44% | 21 |
|
|
2020
Q3 | $6.61M | Buy |
115,205
+2,688
| +2% | +$154K | 1.61% | 16 |
|
|
2020
Q2 | $6.2M | Buy |
112,517
+487
| +0.4% | +$26.8K | 1.86% | 14 |
|
|
2020
Q1 | $6.02M | Buy |
112,030
+1,567
| +1% | +$84.2K | 2.09% | 13 |
|
|
2019
Q4 | $6.78M | Buy |
110,463
+1,336
| +1% | +$82K | 1.82% | 19 |
|
|
2019
Q3 | $6.59M | Sell |
109,127
-885
| -0.8% | -$53.4K | 1.87% | 17 |
|
|
2019
Q2 | $6.29M | Buy |
110,012
+871
| +0.8% | +$49.8K | 1.82% | 21 |
|
|
2019
Q1 | $6.45M | Buy |
109,141
+2,615
| +2% | +$155K | 1.89% | 16 |
|
|
2018
Q4 | $5.99M | Sell |
106,526
-78
| -0.1% | -$4.39K | 1.97% | 16 |
|
|
2018
Q3 | $5.69M | Sell |
106,604
-10,364
| -9% | -$553K | 1.61% | 22 |
|
|
2018
Q2 | $5.89M | Sell |
116,968
-6,761
| -5% | -$340K | 1.72% | 16 |
|
|
2018
Q1 | $5.92M | Sell |
123,729
-479
| -0.4% | -$22.9K | 1.73% | 17 |
|
|
2017
Q4 | $6.57M | Sell |
124,208
-8,555
| -6% | -$453K | 1.86% | 13 |
|
|
2017
Q3 | $6.57M | Sell |
132,763
-2,364
| -2% | -$117K | 1.97% | 12 |
|
|
2017
Q2 | $6.04M | Sell |
135,127
-1,920
| -1% | -$85.8K | 1.84% | 14 |
|
|
2017
Q1 | $6.68M | Buy |
137,047
+39
| +0% | +$1.9K | 2.37% | 8 |
|
|
2016
Q4 | $7.31M | Buy |
137,008
+2,066
| +2% | +$110K | 2.7% | 4 |
|
|
2016
Q3 | $7.01M | Sell |
134,942
-598
| -0.4% | -$31.1K | 2.61% | 4 |
|
|
2016
Q2 | $7.57M | Buy |
135,540
+15,431
| +13% | +$862K | 2.81% | 3 |
|
|
2016
Q1 | $6.5M | Sell |
120,109
-2,130
| -2% | -$115K | 2.55% | 5 |
|
|
2015
Q4 | $5.65M | Buy |
122,239
+1,083
| +0.9% | +$50.1K | 2.26% | 9 |
|
|
2015
Q3 | $5.27M | Sell |
121,156
-462
| -0.4% | -$20.1K | 2.3% | 8 |
|
|
2015
Q2 | $5.67M | Sell |
121,618
-62
| -0.1% | -$2.89K | 2.22% | 9 |
|
|
2015
Q1 | $5.92M | Sell |
121,680
-1,704
| -1% | -$82.9K | 2.31% | 10 |
|
|
2014
Q4 | $5.77M | Sell |
123,384
-3,973
| -3% | -$186K | 2.28% | 8 |
|
|
2014
Q3 | $6.37M | Sell |
127,357
-10,289
| -7% | -$514K | 2.6% | 5 |
|
|
2014
Q2 | $6.74M | Sell |
137,646
-3,841
| -3% | -$188K | 2.63% | 3 |
|
|
2014
Q1 | $6.73M | Buy |
141,487
+523
| +0.4% | +$24.9K | 2.66% | 4 |
|
|
2013
Q4 | $6.93M | Buy |
140,964
+1,063
| +0.8% | +$52.2K | 2.93% | 4 |
|
|
2013
Q3 | $6.53M | Sell |
139,901
-1,430
| -1% | -$66.7K | 2.99% | 3 |
|
|
2013
Q2 | $7.12M | Buy |
+141,331
| New | +$7.12M | 3.42% | 2 |
|