Private Wealth Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
29,187
-9,560
| -25% | -$414K | 0.1% | 83 |
|
|
2025
Q1 | $1.76M | Buy |
38,747
+68
| +0.2% | +$3.08K | 0.15% | 70 |
|
|
2024
Q4 | $1.55M | Sell |
38,679
-6,930
| -15% | -$277K | 0.12% | 77 |
|
|
2024
Q3 | $2.05M | Buy |
45,609
+415
| +0.9% | +$18.6K | 0.16% | 66 |
|
|
2024
Q2 | $1.86M | Sell |
45,194
-1,000
| -2% | -$41.2K | 0.14% | 65 |
|
|
2024
Q1 | $1.94M | Buy |
46,194
+605
| +1% | +$25.4K | 0.16% | 64 |
|
|
2023
Q4 | $1.72M | Sell |
45,589
-1,491
| -3% | -$56.2K | 0.15% | 63 |
|
|
2023
Q3 | $1.53M | Sell |
47,080
-11,300
| -19% | -$366K | 0.15% | 63 |
|
|
2023
Q2 | $2.17M | Sell |
58,380
-42,722
| -42% | -$1.59M | 0.2% | 51 |
|
|
2023
Q1 | $3.93M | Buy |
101,102
+4,032
| +4% | +$157K | 0.39% | 41 |
|
|
2022
Q4 | $3.82M | Buy |
97,070
+9,252
| +11% | +$365K | 0.44% | 42 |
|
|
2022
Q3 | $3.33M | Sell |
87,818
-107,696
| -55% | -$4.09M | 0.43% | 41 |
|
|
2022
Q2 | $9.92M | Sell |
195,514
-174,146
| -47% | -$8.84M | 1.15% | 25 |
|
|
2022
Q1 | $18.8M | Buy |
369,660
+80,721
| +28% | +$4.11M | 1.69% | 22 |
|
|
2021
Q4 | $15M | Buy |
288,939
+4,593
| +2% | +$239K | 1.27% | 27 |
|
|
2021
Q3 | $15.4M | Sell |
284,346
-3,840
| -1% | -$207K | 1.43% | 24 |
|
|
2021
Q2 | $16.1M | Buy |
288,186
+31,094
| +12% | +$1.74M | 1.49% | 22 |
|
|
2021
Q1 | $15M | Buy |
257,092
+56,597
| +28% | +$3.29M | 1.58% | 19 |
|
|
2020
Q4 | $11.8M | Buy |
200,495
+2,971
| +2% | +$175K | 1.28% | 25 |
|
|
2020
Q3 | $11.8M | Buy |
197,524
+15,611
| +9% | +$929K | 1.37% | 21 |
|
|
2020
Q2 | $10M | Buy |
181,913
+8,637
| +5% | +$476K | 1.37% | 22 |
|
|
2020
Q1 | $9.31M | Buy |
173,276
+12,141
| +8% | +$652K | 1.57% | 21 |
|
|
2019
Q4 | $9.89M | Buy |
161,135
+74,574
| +86% | +$4.58M | 1.35% | 24 |
|
|
2019
Q3 | $5.23M | Buy |
86,561
+7,726
| +10% | +$466K | 0.81% | 33 |
|
|
2019
Q2 | $4.5M | Buy |
78,835
+130
| +0.2% | +$7.43K | 0.69% | 36 |
|
|
2019
Q1 | $4.65M | Buy |
78,705
+5,635
| +8% | +$333K | 0.77% | 36 |
|
|
2018
Q4 | $4.11M | Buy |
73,070
+2,959
| +4% | +$166K | 0.79% | 35 |
|
|
2018
Q3 | $3.74M | Sell |
70,111
-559
| -0.8% | -$29.8K | 0.57% | 52 |
|
|
2018
Q2 | $3.56M | Buy |
70,670
+400
| +0.6% | +$20.1K | 0.6% | 49 |
|
|
2018
Q1 | $3.36M | Sell |
70,270
-155
| -0.2% | -$7.41K | 0.59% | 49 |
|
|
2017
Q4 | $3.73M | Sell |
70,425
-14,444
| -17% | -$765K | 0.69% | 44 |
|
|
2017
Q3 | $4.2M | Sell |
84,869
-39,909
| -32% | -$1.98M | 0.84% | 37 |
|
|
2017
Q2 | $5.57M | Sell |
124,778
-151,130
| -55% | -$6.75M | 1.21% | 26 |
|
|
2017
Q1 | $13.5M | Sell |
275,908
-17,780
| -6% | -$867K | 2.98% | 11 |
|
|
2016
Q4 | $15.7M | Sell |
293,688
-15,000
| -5% | -$801K | 3.72% | 7 |
|
|
2016
Q3 | $16M | Sell |
308,688
-50,413
| -14% | -$2.62M | 3.85% | 5 |
|
|
2016
Q2 | $20.1M | Sell |
359,101
-6,680
| -2% | -$373K | 4.82% | 2 |
|
|
2016
Q1 | $19.8M | Sell |
365,781
-49,729
| -12% | -$2.69M | 4.75% | 3 |
|
|
2015
Q4 | $19.2M | Sell |
415,510
-5,229
| -1% | -$242K | 4.49% | 3 |
|
|
2015
Q3 | $18.3M | Sell |
420,739
-15,331
| -4% | -$667K | 4.61% | 3 |
|
|
2015
Q2 | $20.3M | Buy |
436,070
+15,087
| +4% | +$703K | 4.59% | 2 |
|
|
2015
Q1 | $20.5M | Sell |
420,983
-8,794
| -2% | -$428K | 4.71% | 2 |
|
|
2014
Q4 | $20.1M | Sell |
429,777
-7,129
| -2% | -$333K | 4.73% | 2 |
|
|
2014
Q3 | $21.8M | Buy |
436,906
+14,823
| +4% | +$741K | 4.8% | 2 |
|
|
2014
Q2 | $20.7M | Buy |
422,083
+3,980
| +1% | +$195K | 4.54% | 2 |
|
|
2014
Q1 | $19.9M | Buy |
418,103
+181,719
| +77% | +$8.64M | 4.69% | 2 |
|
|
2013
Q4 | $11.6M | Sell |
236,384
-44,576
| -16% | -$2.19M | 2.59% | 8 |
|
|
2013
Q3 | $13.1M | Sell |
280,960
-27,490
| -9% | -$1.28M | 3.11% | 4 |
|
|
2013
Q2 | $15.5M | Buy |
+308,450
| New | +$15.5M | 3.87% | 2 |
|