PHS
Pekin Hardy Strauss’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
31,405
-708
| -2% | -$30.6K | 0.15% | 141 |
|
|
2025
Q1 | $1.46M | Sell |
32,113
-250
| -0.8% | -$11.3K | 0.18% | 129 |
|
|
2024
Q4 | $1.29M | Sell |
32,363
-7,649
| -19% | -$306K | 0.16% | 137 |
|
|
2024
Q3 | $1.8M | Sell |
40,012
-478
| -1% | -$21.5K | 0.23% | 103 |
|
|
2024
Q2 | $1.67M | Buy |
40,490
+629
| +2% | +$25.9K | 0.23% | 105 |
|
|
2024
Q1 | $1.67M | Buy |
39,861
+229
| +0.6% | +$9.61K | 0.23% | 104 |
|
|
2023
Q4 | $1.49M | Sell |
39,632
-36,994
| -48% | -$1.39M | 0.21% | 110 |
|
|
2023
Q3 | $2.48M | Sell |
76,626
-14,031
| -15% | -$455K | 0.39% | 74 |
|
|
2023
Q2 | $3.37M | Sell |
90,657
-11,878
| -12% | -$442K | 0.37% | 56 |
|
|
2023
Q1 | $3.99M | Sell |
102,535
-1,818
| -2% | -$70.7K | 0.53% | 51 |
|
|
2022
Q4 | $4.11M | Sell |
104,353
-21,885
| -17% | -$862K | 0.57% | 47 |
|
|
2022
Q3 | $4.79M | Buy |
126,238
+4,232
| +3% | +$161K | 0.76% | 37 |
|
|
2022
Q2 | $6.19M | Buy |
122,006
+1,563
| +1% | +$79.3K | 0.87% | 22 |
|
|
2022
Q1 | $6.14M | Buy |
120,443
+5,080
| +4% | +$259K | 0.76% | 25 |
|
|
2021
Q4 | $5.99M | Sell |
115,363
-7,658
| -6% | -$398K | 0.81% | 29 |
|
|
2021
Q3 | $6.64M | Sell |
123,021
-970
| -0.8% | -$52.4K | 0.95% | 22 |
|
|
2021
Q2 | $6.95M | Sell |
123,991
-14,006
| -10% | -$785K | 0.97% | 25 |
|
|
2021
Q1 | $8.03M | Sell |
137,997
-17,746
| -11% | -$1.03M | 1.27% | 19 |
|
|
2020
Q4 | $9.15M | Sell |
155,743
-6,078
| -4% | -$357K | 1.59% | 10 |
|
|
2020
Q3 | $9.63M | Buy |
161,821
+2,509
| +2% | +$149K | 1.97% | 7 |
|
|
2020
Q2 | $8.78M | Sell |
159,312
-1,684
| -1% | -$92.8K | 1.94% | 9 |
|
|
2020
Q1 | $8.65M | Sell |
160,996
-10,461
| -6% | -$562K | 1.94% | 8 |
|
|
2019
Q4 | $10.5M | Sell |
171,457
-5,106
| -3% | -$313K | 1.73% | 14 |
|
|
2019
Q3 | $10.7M | Sell |
176,563
-6,791
| -4% | -$410K | 2.07% | 11 |
|
|
2019
Q2 | $10.5M | Sell |
183,354
-5,496
| -3% | -$314K | 2.07% | 11 |
|
|
2019
Q1 | $11.2M | Sell |
188,850
-7,046
| -4% | -$417K | 0.88% | 9 |
|
|
2018
Q4 | $11M | Sell |
195,896
-78,823
| -29% | -$4.43M | 1.92% | 9 |
|
|
2018
Q3 | $14.7M | Sell |
274,719
-3,925
| -1% | -$210K | 2.54% | 7 |
|
|
2018
Q2 | $14M | Sell |
278,644
-3,403
| -1% | -$171K | 2.66% | 9 |
|
|
2018
Q1 | $13.5M | Sell |
282,047
-33,951
| -11% | -$1.62M | 2.45% | 9 |
|
|
2017
Q4 | $16.7M | Sell |
315,998
-5,732
| -2% | -$303K | 3.05% | 7 |
|
|
2017
Q3 | $15.9M | Sell |
321,730
-34,254
| -10% | -$1.7M | 2.98% | 5 |
|
|
2017
Q2 | $15.9M | Buy |
355,984
+443
| +0.1% | +$19.8K | 2.51% | 6 |
|
|
2017
Q1 | $17.3M | Buy |
355,541
+14,204
| +4% | +$692K | 3.39% | 5 |
|
|
2016
Q4 | $18.2M | Buy |
341,337
+1,274
| +0.4% | +$68K | 1.62% | 4 |
|
|
2016
Q3 | $17.7M | Sell |
340,063
-14,098
| -4% | -$733K | 3.02% | 4 |
|
|
2016
Q2 | $19.8M | Sell |
354,161
-10,146
| -3% | -$567K | 4.34% | 3 |
|
|
2016
Q1 | $19.7M | Sell |
364,307
-61,633
| -14% | -$3.33M | 4.58% | 3 |
|
|
2015
Q4 | $19.7M | Sell |
425,940
-35,363
| -8% | -$1.63M | 4.47% | 2 |
|
|
2015
Q3 | $20.1M | Buy |
461,303
+42,094
| +10% | +$1.83M | 4.58% | 2 |
|
|
2015
Q2 | $19.5M | Buy |
419,209
+29,252
| +8% | +$1.36M | 3.79% | 5 |
|
|
2015
Q1 | $19M | Buy |
389,957
+354,727
| +1,007% | +$17.3M | 3.53% | 7 |
|
|
2014
Q4 | $1.65M | Buy |
35,230
+24,446
| +227% | +$1.14M | 0.24% | 83 |
|
|
2014
Q3 | $539K | Sell |
10,784
-600
| -5% | -$30K | 0.09% | 80 |
|
|
2014
Q2 | $557K | Buy |
11,384
+1,012
| +10% | +$49.5K | 0.09% | 77 |
|
|
2014
Q1 | $493K | Buy |
10,372
+1,809
| +21% | +$86K | 0.08% | 77 |
|
|
2013
Q4 | $421K | Hold |
8,563
| – | – | 0.07% | 87 |
|
|
2013
Q3 | $400K | Sell |
8,563
-2,746
| -24% | -$128K | 0.06% | 83 |
|
|
2013
Q2 | $569K | Buy |
+11,309
| New | +$569K | 0.1% | 70 |
|