Pettee Investors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Sell |
6,906
-13,724
| -67% | -$594K | 0.18% | 95 |
|
|
2025
Q1 | $936K | Buy |
20,630
+1,597
| +8% | +$72.4K | 0.56% | 56 |
|
|
2024
Q4 | $761K | Sell |
19,033
-433
| -2% | -$17.3K | 0.39% | 71 |
|
|
2024
Q3 | $874K | Sell |
19,466
-3,476
| -15% | -$156K | 0.43% | 69 |
|
|
2024
Q2 | $946K | Sell |
22,942
-4,345
| -16% | -$179K | 0.46% | 67 |
|
|
2024
Q1 | $1.14M | Sell |
27,287
-183
| -0.7% | -$7.68K | 0.48% | 64 |
|
|
2023
Q4 | $1.04M | Sell |
27,470
-2,984
| -10% | -$112K | 0.46% | 66 |
|
|
2023
Q3 | $987K | Sell |
30,454
-497
| -2% | -$16.1K | 0.47% | 62 |
|
|
2023
Q2 | $1.15M | Sell |
30,951
-800
| -3% | -$29.8K | 0.52% | 60 |
|
|
2023
Q1 | $1.23M | Hold |
31,751
| – | – | 0.59% | 54 |
|
|
2022
Q4 | $1.25M | Sell |
31,751
-231
| -0.7% | -$9.1K | 0.61% | 55 |
|
|
2022
Q3 | $1.21M | Hold |
31,982
| – | – | 0.65% | 51 |
|
|
2022
Q2 | $1.62M | Sell |
31,982
-2,400
| -7% | -$122K | 0.81% | 38 |
|
|
2022
Q1 | $1.75M | Sell |
34,382
-164
| -0.5% | -$8.35K | 0.77% | 43 |
|
|
2021
Q4 | $1.8M | Sell |
34,546
-233
| -0.7% | -$12.1K | 0.75% | 44 |
|
|
2021
Q3 | $1.88M | Buy |
34,779
+214
| +0.6% | +$11.6K | 0.87% | 35 |
|
|
2021
Q2 | $1.94M | Hold |
34,565
| – | – | 0.91% | 32 |
|
|
2021
Q1 | $2.01M | Sell |
34,565
-577
| -2% | -$33.6K | 0.97% | 30 |
|
|
2020
Q4 | $2.07M | Hold |
35,142
| – | – | 1.09% | 25 |
|
|
2020
Q3 | $2.09M | Buy |
35,142
+1,083
| +3% | +$64.4K | 1.21% | 21 |
|
|
2020
Q2 | $1.88M | Hold |
34,059
| – | – | 1.16% | 24 |
|
|
2020
Q1 | $1.83M | Buy |
34,059
+1,700
| +5% | +$91.3K | 1.32% | 21 |
|
|
2019
Q4 | $1.99M | Buy |
32,359
+2,350
| +8% | +$144K | 1.14% | 22 |
|
|
2019
Q3 | $1.81M | Buy |
30,009
+720
| +2% | +$43.5K | 1.14% | 23 |
|
|
2019
Q2 | $1.67M | Buy |
29,289
+400
| +1% | +$22.8K | 1.06% | 24 |
|
|
2019
Q1 | $1.71M | Buy |
28,889
+400
| +1% | +$23.6K | 1.08% | 24 |
|
|
2018
Q4 | $1.6M | Sell |
28,489
-1,505
| -5% | -$84.6K | 1.14% | 21 |
|
|
2018
Q3 | $1.6M | Hold |
29,994
| – | – | 0.95% | 27 |
|
|
2018
Q2 | $1.51M | Hold |
29,994
| – | – | 0.95% | 27 |
|
|
2018
Q1 | $1.43M | Buy |
29,994
+700
| +2% | +$33.5K | 0.89% | 29 |
|
|
2017
Q4 | $1.55M | Hold |
29,294
| – | – | 0.94% | 24 |
|
|
2017
Q3 | $1.45M | Buy |
29,294
+700
| +2% | +$34.6K | 0.94% | 25 |
|
|
2017
Q2 | $1.28M | Hold |
28,594
| – | – | 1.13% | 26 |
|
|
2017
Q1 | $1.39M | Buy |
28,594
+400
| +1% | +$19.5K | 1.26% | 23 |
|
|
2016
Q4 | $1.51M | Buy |
28,194
+8,900
| +46% | +$475K | 1.43% | 20 |
|
|
2016
Q3 | $1M | Buy |
19,294
+1,000
| +5% | +$52K | 0.97% | 30 |
|
|
2016
Q2 | $1.02M | Hold |
18,294
| – | – | 0.99% | 27 |
|
|
2016
Q1 | $989K | Sell |
18,294
-540
| -3% | -$29.2K | 1.02% | 29 |
|
|
2015
Q4 | $871K | Hold |
18,834
| – | – | 0.84% | 32 |
|
|
2015
Q3 | $819K | Hold |
18,834
| – | – | 0.86% | 32 |
|
|
2015
Q2 | $878K | Hold |
18,834
| – | – | 0.85% | 31 |
|
|
2015
Q1 | $916K | Hold |
18,834
| – | – | 0.89% | 32 |
|
|
2014
Q4 | $881K | Buy |
18,834
+50
| +0.3% | +$2.34K | 0.84% | 33 |
|
|
2014
Q3 | $939K | Sell |
18,784
-1,982
| -10% | -$99.1K | 0.92% | 27 |
|
|
2014
Q2 | $1.02M | Sell |
20,766
-700
| -3% | -$34.2K | 0.92% | 30 |
|
|
2014
Q1 | $1.02M | Sell |
21,466
-556
| -3% | -$26.4K | 0.96% | 27 |
|
|
2013
Q4 | $1.08M | Buy |
+22,022
| New | +$1.08M | 1.02% | 28 |
|