Patriot Financial Group Insurance Agency’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
32,586
+1,942
| +6% | +$84K | 0.16% | 155 |
|
|
2025
Q1 | $1.39M | Buy |
30,644
+1,412
| +5% | +$64K | 0.19% | 135 |
|
|
2024
Q4 | $1.17M | Sell |
29,232
-1,970
| -6% | -$78.8K | 0.16% | 155 |
|
|
2024
Q3 | $1.4M | Sell |
31,202
-2,106
| -6% | -$94.6K | 0.19% | 127 |
|
|
2024
Q2 | $1.37M | Sell |
33,308
-465
| -1% | -$19.2K | 0.2% | 114 |
|
|
2024
Q1 | $1.42M | Buy |
33,773
+5,010
| +17% | +$210K | 0.23% | 106 |
|
|
2023
Q4 | $1.08M | Buy |
28,763
+3,736
| +15% | +$141K | 0.2% | 122 |
|
|
2023
Q3 | $811K | Sell |
25,027
-377
| -1% | -$12.2K | 0.17% | 160 |
|
|
2023
Q2 | $945K | Buy |
25,404
+2,521
| +11% | +$93.8K | 0.18% | 138 |
|
|
2023
Q1 | $890K | Sell |
22,883
-27,989
| -55% | -$1.09M | 0.18% | 130 |
|
|
2022
Q4 | $2M | Buy |
50,872
+26,982
| +113% | +$1.06M | 0.27% | 39 |
|
|
2022
Q3 | $907K | Buy |
23,890
+5,677
| +31% | +$216K | 0.22% | 116 |
|
|
2022
Q2 | $924K | Sell |
18,213
-21,001
| -54% | -$1.07M | 0.19% | 118 |
|
|
2022
Q1 | $2M | Sell |
39,214
-1,463
| -4% | -$74.5K | 0.36% | 55 |
|
|
2021
Q4 | $2.11M | Sell |
40,677
-2,159
| -5% | -$112K | 0.35% | 50 |
|
|
2021
Q3 | $2.31M | Sell |
42,836
-614
| -1% | -$33.2K | 0.41% | 44 |
|
|
2021
Q2 | $2.43M | Buy |
43,450
+2,142
| +5% | +$120K | 0.44% | 36 |
|
|
2021
Q1 | $2.4M | Buy |
41,308
+1,566
| +4% | +$91.1K | 0.55% | 22 |
|
|
2020
Q4 | $2.34M | Buy |
39,742
+3,148
| +9% | +$185K | 0.59% | 23 |
|
|
2020
Q3 | $2.18M | Sell |
36,594
-446
| -1% | -$26.5K | 0.71% | 19 |
|
|
2020
Q2 | $2.04M | Buy |
37,040
+1,308
| +4% | +$72.1K | 0.78% | 17 |
|
|
2020
Q1 | $1.92M | Buy |
35,732
+3,362
| +10% | +$181K | 0.88% | 15 |
|
|
2019
Q4 | $1.99M | Buy |
32,370
+2,976
| +10% | +$183K | 0.75% | 19 |
|
|
2019
Q3 | $1.77M | Buy |
29,394
+3,543
| +14% | +$214K | 0.8% | 17 |
|
|
2019
Q2 | $1.5M | Buy |
25,851
+1,887
| +8% | +$110K | 0.65% | 26 |
|
|
2019
Q1 | $1.42M | Buy |
23,964
+2,745
| +13% | +$162K | 0.73% | 22 |
|
|
2018
Q4 | $1.19M | Buy |
21,219
+7,101
| +50% | +$399K | 0.78% | 20 |
|
|
2018
Q3 | $754K | Buy |
14,118
+5,355
| +61% | +$286K | 0.45% | 30 |
|
|
2018
Q2 | $441K | Sell |
8,763
-5,357
| -38% | -$270K | 0.47% | 38 |
|
|
2018
Q1 | $666K | Buy |
14,120
+3,264
| +30% | +$154K | 0.49% | 46 |
|
|
2017
Q4 | $569K | Buy |
10,856
+1,440
| +15% | +$75.5K | 0.43% | 49 |
|
|
2017
Q3 | $462K | Buy |
9,416
+1,134
| +14% | +$55.6K | 0.41% | 51 |
|
|
2017
Q2 | $358K | Sell |
8,282
-5,104
| -38% | -$221K | 0.37% | 53 |
|
|
2017
Q1 | $656K | Buy |
13,386
+853
| +7% | +$41.8K | 0.69% | 21 |
|
|
2016
Q4 | $661K | Buy |
+12,533
| New | +$661K | 0.9% | 15 |
|