PP
Patten & Patten’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
27,835
-11,252
| -29% | -$487K | 0.08% | 161 |
|
|
2025
Q1 | $1.77M | Sell |
39,087
-1,057
| -3% | -$47.9K | 0.12% | 122 |
|
|
2024
Q4 | $1.61M | Sell |
40,144
-6,721
| -14% | -$269K | 0.11% | 132 |
|
|
2024
Q3 | $2.1M | Sell |
46,865
-3,624
| -7% | -$163K | 0.14% | 112 |
|
|
2024
Q2 | $2.08M | Sell |
50,489
-3,700
| -7% | -$153K | 0.15% | 114 |
|
|
2024
Q1 | $2.27M | Sell |
54,189
-6,362
| -11% | -$267K | 0.16% | 113 |
|
|
2023
Q4 | $2.28M | Sell |
60,551
-12,802
| -17% | -$483K | 0.19% | 95 |
|
|
2023
Q3 | $2.38M | Sell |
73,353
-10,031
| -12% | -$325K | 0.21% | 86 |
|
|
2023
Q2 | $3.1M | Sell |
83,384
-8,703
| -9% | -$324K | 0.26% | 82 |
|
|
2023
Q1 | $3.58M | Sell |
92,087
-9,181
| -9% | -$357K | 0.31% | 72 |
|
|
2022
Q4 | $3.99M | Sell |
101,268
-110,642
| -52% | -$4.36M | 0.36% | 71 |
|
|
2022
Q3 | $8.05M | Sell |
211,910
-4,582
| -2% | -$174K | 0.76% | 41 |
|
|
2022
Q2 | $11M | Buy |
216,492
+5,116
| +2% | +$260K | 0.96% | 27 |
|
|
2022
Q1 | $10.8M | Sell |
211,376
-4,037
| -2% | -$206K | 0.79% | 39 |
|
|
2021
Q4 | $11.2M | Sell |
215,413
-7,536
| -3% | -$392K | 0.77% | 42 |
|
|
2021
Q3 | $12M | Sell |
222,949
-191
| -0.1% | -$10.3K | 0.92% | 32 |
|
|
2021
Q2 | $12.5M | Buy |
223,140
+11,196
| +5% | +$627K | 0.95% | 31 |
|
|
2021
Q1 | $12.3M | Buy |
211,944
+3,648
| +2% | +$212K | 1.01% | 26 |
|
|
2020
Q4 | $12.2M | Buy |
208,296
+2,229
| +1% | +$131K | 1.07% | 26 |
|
|
2020
Q3 | $12.3M | Buy |
206,067
+10
| +0% | +$595 | 1.22% | 22 |
|
|
2020
Q2 | $11.4M | Buy |
206,057
+317
| +0.2% | +$17.5K | 1.24% | 23 |
|
|
2020
Q1 | $11.1M | Buy |
205,740
+6,680
| +3% | +$359K | 1.46% | 19 |
|
|
2019
Q4 | $12.2M | Buy |
199,060
+2,380
| +1% | +$146K | 1.23% | 23 |
|
|
2019
Q3 | $11.9M | Buy |
196,680
+45,506
| +30% | +$2.75M | 1.3% | 20 |
|
|
2019
Q2 | $8.64M | Buy |
151,174
+15,991
| +12% | +$914K | 0.93% | 36 |
|
|
2019
Q1 | $7.99M | Buy |
135,183
+8,132
| +6% | +$481K | 0.88% | 41 |
|
|
2018
Q4 | $7.14M | Buy |
127,051
+36,351
| +40% | +$2.04M | 0.88% | 40 |
|
|
2018
Q3 | $4.84M | Buy |
90,700
+10,485
| +13% | +$560K | 0.48% | 60 |
|
|
2018
Q2 | $4.04M | Sell |
80,215
-1,574
| -2% | -$79.2K | 0.41% | 64 |
|
|
2018
Q1 | $3.91M | Sell |
81,789
-2,680
| -3% | -$128K | 0.4% | 68 |
|
|
2017
Q4 | $4.47M | Sell |
84,469
-8,445
| -9% | -$447K | 0.45% | 63 |
|
|
2017
Q3 | $4.6M | Sell |
92,914
-8,280
| -8% | -$410K | 0.48% | 62 |
|
|
2017
Q2 | $4.52M | Buy |
101,194
+2,749
| +3% | +$123K | 0.5% | 57 |
|
|
2017
Q1 | $4.8M | Sell |
98,445
-1,870
| -2% | -$91.2K | 0.55% | 57 |
|
|
2016
Q4 | $5.36M | Buy |
100,315
+2,884
| +3% | +$154K | 0.66% | 53 |
|
|
2016
Q3 | $5.06M | Buy |
97,431
+2,670
| +3% | +$139K | 0.65% | 50 |
|
|
2016
Q2 | $5.29M | Buy |
94,761
+3,930
| +4% | +$219K | 0.73% | 46 |
|
|
2016
Q1 | $4.91M | Sell |
90,831
-1,788
| -2% | -$96.7K | 0.7% | 48 |
|
|
2015
Q4 | $4.28M | Sell |
92,619
-2,775
| -3% | -$128K | 0.59% | 57 |
|
|
2015
Q3 | $4.15M | Sell |
95,394
-10,074
| -10% | -$438K | 0.63% | 60 |
|
|
2015
Q2 | $4.92M | Sell |
105,468
-1,643
| -2% | -$76.6K | 0.71% | 56 |
|
|
2015
Q1 | $5.21M | Buy |
107,111
+2,235
| +2% | +$109K | 0.75% | 54 |
|
|
2014
Q4 | $4.91M | Buy |
104,876
+1,976
| +2% | +$92.4K | 0.74% | 55 |
|
|
2014
Q3 | $5.14M | Buy |
102,900
+1,975
| +2% | +$98.7K | 0.82% | 50 |
|
|
2014
Q2 | $4.94M | Sell |
100,925
-12,649
| -11% | -$619K | 0.8% | 52 |
|
|
2014
Q1 | $5.4M | Buy |
113,574
+3,400
| +3% | +$162K | 0.73% | 52 |
|
|
2013
Q4 | $5.41M | Sell |
110,174
-2,415
| -2% | -$119K | 0.75% | 50 |
|
|
2013
Q3 | $5.26M | Sell |
112,589
-52,782
| -32% | -$2.46M | 0.82% | 44 |
|
|
2013
Q2 | $8.33M | Buy |
+165,371
| New | +$8.33M | 1.36% | 27 |
|