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Perennial Advisors’s Verizon VZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.58M | Sell |
105,801
-2,090
| -2% | -$90.4K | 0.85% | 42 |
|
2025
Q1 | $4.89M | Sell |
107,891
-2,519
| -2% | -$114K | 0.98% | 37 |
|
2024
Q4 | $4.42M | Buy |
+110,410
| New | +$4.42M | 0.96% | 38 |
|
2024
Q2 | $4.64M | Buy |
112,540
+4,601
| +4% | +$190K | 1.04% | 35 |
|
2024
Q1 | $4.53M | Buy |
107,939
+1,999
| +2% | +$83.9K | 1.05% | 36 |
|
2023
Q4 | $3.99M | Buy |
105,940
+634
| +0.6% | +$23.9K | 0.98% | 37 |
|
2023
Q3 | $3.41M | Buy |
105,306
+4,826
| +5% | +$156K | 0.92% | 41 |
|
2023
Q2 | $3.74M | Buy |
100,480
+1,320
| +1% | +$49.1K | 0.95% | 39 |
|
2023
Q1 | $3.86M | Buy |
99,160
+1,611
| +2% | +$62.7K | 1.1% | 36 |
|
2022
Q4 | $3.84M | Sell |
97,549
-9,170
| -9% | -$361K | 1.22% | 37 |
|
2022
Q3 | $4.05M | Sell |
106,719
-4,670
| -4% | -$177K | 1.33% | 34 |
|
2022
Q2 | $5.65M | Buy |
111,389
+1,115
| +1% | +$56.6K | 1.76% | 27 |
|
2022
Q1 | $5.62M | Buy |
110,274
+12,463
| +13% | +$635K | 1.49% | 32 |
|
2021
Q4 | $5.08M | Buy |
97,811
+4,522
| +5% | +$235K | 1.37% | 35 |
|
2021
Q3 | $5.04M | Buy |
93,289
+6,176
| +7% | +$334K | 1.48% | 33 |
|
2021
Q2 | $4.88M | Buy |
87,113
+4,137
| +5% | +$232K | 1.42% | 33 |
|
2021
Q1 | $4.83M | Buy |
82,976
+7,737
| +10% | +$450K | 1.52% | 30 |
|
2020
Q4 | $4.42M | Buy |
75,239
+3,377
| +5% | +$198K | 1.56% | 32 |
|
2020
Q3 | $4.28M | Buy |
71,862
+2,014
| +3% | +$120K | 1.75% | 29 |
|
2020
Q2 | $3.85M | Buy |
69,848
+4,417
| +7% | +$244K | 1.64% | 28 |
|
2020
Q1 | $3.52M | Buy |
65,431
+11,241
| +21% | +$604K | 1.96% | 23 |
|
2019
Q4 | $3.33M | Buy |
54,190
+1,226
| +2% | +$75.3K | 1.6% | 28 |
|
2019
Q3 | $3.2M | Buy |
52,964
+3,863
| +8% | +$233K | 1.66% | 29 |
|
2019
Q2 | $2.81M | Buy |
49,101
+2,203
| +5% | +$126K | 1.49% | 34 |
|
2019
Q1 | $2.77M | Buy |
46,898
+3,773
| +9% | +$223K | 1.58% | 32 |
|
2018
Q4 | $2.42M | Buy |
43,125
+2,038
| +5% | +$115K | 1.57% | 31 |
|
2018
Q3 | $2.19M | Buy |
41,087
+1,458
| +4% | +$77.9K | 1.26% | 36 |
|
2018
Q2 | $1.99M | Buy |
39,629
+3,330
| +9% | +$168K | 1.23% | 36 |
|
2018
Q1 | $1.74M | Buy |
36,299
+1,702
| +5% | +$81.4K | 1.1% | 41 |
|
2017
Q4 | $1.83M | Sell |
34,597
-2,826
| -8% | -$150K | 1.14% | 40 |
|
2017
Q3 | $1.85M | Sell |
37,423
-6,635
| -15% | -$328K | 1.25% | 38 |
|
2017
Q2 | $1.97M | Sell |
44,058
-11,189
| -20% | -$500K | 1.43% | 32 |
|
2017
Q1 | $2.69M | Buy |
55,247
+8,930
| +19% | +$435K | 2.07% | 14 |
|
2016
Q4 | $2.47M | Buy |
+46,317
| New | +$2.47M | 2.05% | 16 |
|