Peak Asset Management’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Sell
5,420
-2,675
-33% -$116K 0.04% 141
2025
Q1
$367K Sell
8,095
-1,076
-12% -$48.8K 0.07% 110
2024
Q4
$367K Hold
9,171
0.07% 113
2024
Q3
$412K Sell
9,171
-49
-0.5% -$2.2K 0.08% 109
2024
Q2
$380K Sell
9,220
-990
-10% -$40.8K 0.07% 106
2024
Q1
$428K Buy
10,210
+100
+1% +$4.2K 0.08% 106
2023
Q4
$381K Hold
10,110
0.08% 105
2023
Q3
$328K Buy
10,110
+2,318
+30% +$75.1K 0.08% 106
2023
Q2
$290K Sell
7,792
-242
-3% -$9K 0.07% 115
2023
Q1
$312K Sell
8,034
-250
-3% -$9.72K 0.08% 115
2022
Q4
$326K Sell
8,284
-1,432
-15% -$56.4K 0.09% 105
2022
Q3
$369K Buy
9,716
+242
+3% +$9.19K 0.11% 100
2022
Q2
$481K Hold
9,474
0.13% 89
2022
Q1
$483K Sell
9,474
-522
-5% -$26.6K 0.11% 91
2021
Q4
$519K Buy
9,996
+298
+3% +$15.5K 0.12% 94
2021
Q3
$524K Sell
9,698
-166
-2% -$8.97K 0.13% 89
2021
Q2
$553K Buy
9,864
+522
+6% +$29.3K 0.14% 88
2021
Q1
$543K Sell
9,342
-289
-3% -$16.8K 0.13% 97
2020
Q4
$566K Buy
9,631
+164
+2% +$9.64K 0.15% 85
2020
Q3
$563K Hold
9,467
0.17% 77
2020
Q2
$522K Buy
9,467
+1,326
+16% +$73.1K 0.17% 76
2020
Q1
$437K Buy
8,141
+2,100
+35% +$113K 0.17% 71
2019
Q4
$371K Buy
6,041
+513
+9% +$31.5K 0.11% 88
2019
Q3
$334K Buy
5,528
+100
+2% +$6.04K 0.11% 90
2019
Q2
$310K Sell
5,428
-477
-8% -$27.2K 0.1% 99
2019
Q1
$349K Hold
5,905
0.12% 93
2018
Q4
$332K Sell
5,905
-175
-3% -$9.84K 0.12% 92
2018
Q3
$325K Sell
6,080
-2,300
-27% -$123K 0.11% 93
2018
Q2
$422K Sell
8,380
-449
-5% -$22.6K 0.15% 83
2018
Q1
$422K Sell
8,829
-466
-5% -$22.3K 0.16% 82
2017
Q4
$492K Sell
9,295
-736
-7% -$39K 0.18% 81
2017
Q3
$496K Sell
10,031
-376
-4% -$18.6K 0.18% 89
2017
Q2
$465K Sell
10,407
-610
-6% -$27.3K 0.17% 89
2017
Q1
$537K Sell
11,017
-50
-0.5% -$2.44K 0.2% 87
2016
Q4
$591K Buy
11,067
+208
+2% +$11.1K 0.24% 82
2016
Q3
$564K Buy
10,859
+1,213
+13% +$63K 0.24% 81
2016
Q2
$539K Sell
9,646
-460
-5% -$25.7K 0.24% 77
2016
Q1
$547K Hold
10,106
0.26% 75
2015
Q4
$467K Buy
10,106
+2,851
+39% +$132K 0.23% 70
2015
Q3
$316K Hold
7,255
0.17% 83
2015
Q2
$338K Sell
7,255
-14
-0.2% -$652 0.18% 91
2015
Q1
$353K Sell
7,269
-1,807
-20% -$87.8K 0.18% 84
2014
Q4
$425K Buy
+9,076
New +$425K 0.22% 75