ProVise Management Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.95M | Buy |
91,371
+140
| +0.2% | +$6.06K | 0.31% | 71 |
|
2025
Q1 | $4.14M | Buy |
91,231
+1,585
| +2% | +$71.9K | 0.35% | 68 |
|
2024
Q4 | $3.58M | Sell |
89,646
-11,998
| -12% | -$480K | 0.31% | 78 |
|
2024
Q3 | $4.56M | Sell |
101,644
-657
| -0.6% | -$29.5K | 0.36% | 75 |
|
2024
Q2 | $4.22M | Sell |
102,301
-1,578
| -2% | -$65.1K | 0.36% | 73 |
|
2024
Q1 | $4.36M | Sell |
103,879
-1,281
| -1% | -$53.8K | 0.38% | 74 |
|
2023
Q4 | $3.96M | Sell |
105,160
-8,818
| -8% | -$332K | 0.34% | 85 |
|
2023
Q3 | $3.69M | Buy |
113,978
+4,291
| +4% | +$139K | 0.34% | 85 |
|
2023
Q2 | $4.08M | Buy |
109,687
+1,864
| +2% | +$69.3K | 0.37% | 78 |
|
2023
Q1 | $4.19M | Buy |
107,823
+9,337
| +9% | +$363K | 0.4% | 74 |
|
2022
Q4 | $3.88M | Sell |
98,486
-32,285
| -25% | -$1.27M | 0.39% | 72 |
|
2022
Q3 | $4.97M | Buy |
130,771
+24,092
| +23% | +$915K | 0.55% | 51 |
|
2022
Q2 | $5.41M | Buy |
106,679
+9,330
| +10% | +$474K | 0.58% | 52 |
|
2022
Q1 | $4.96M | Buy |
97,349
+5,577
| +6% | +$284K | 0.47% | 60 |
|
2021
Q4 | $4.77M | Sell |
91,772
-1,642
| -2% | -$85.3K | 0.43% | 63 |
|
2021
Q3 | $5.05M | Buy |
93,414
+9,524
| +11% | +$514K | 0.5% | 59 |
|
2021
Q2 | $4.7M | Buy |
83,890
+11,473
| +16% | +$643K | 0.48% | 63 |
|
2021
Q1 | $4.21M | Buy |
72,417
+2,786
| +4% | +$162K | 0.45% | 64 |
|
2020
Q4 | $4.09M | Buy |
69,631
+2,341
| +3% | +$138K | 0.47% | 63 |
|
2020
Q3 | $4M | Buy |
67,290
+467
| +0.7% | +$27.8K | 0.54% | 57 |
|
2020
Q2 | $3.68M | Sell |
66,823
-2,717
| -4% | -$150K | 0.53% | 56 |
|
2020
Q1 | $3.74M | Buy |
69,540
+937
| +1% | +$50.4K | 0.63% | 50 |
|
2019
Q4 | $4.21M | Buy |
68,603
+4,229
| +7% | +$260K | 0.52% | 57 |
|
2019
Q3 | $3.89M | Sell |
64,374
-5,619
| -8% | -$339K | 0.52% | 59 |
|
2019
Q2 | $4M | Buy |
69,993
+5,215
| +8% | +$298K | 0.54% | 53 |
|
2019
Q1 | $3.83M | Buy |
64,778
+3,130
| +5% | +$185K | 0.54% | 54 |
|
2018
Q4 | $3.46M | Buy |
61,648
+3,811
| +7% | +$214K | 0.55% | 52 |
|
2018
Q3 | $3.09M | Sell |
57,837
-1,634
| -3% | -$87.2K | 0.41% | 69 |
|
2018
Q2 | $2.99K | Sell |
59,471
-5
| -0% | – | 0.23% | 89 |
|
2018
Q1 | $2.84M | Sell |
59,476
-4,272
| -7% | -$204K | 0.42% | 70 |
|
2017
Q4 | $3.37M | Buy |
63,748
+803
| +1% | +$42.5K | 0.48% | 61 |
|
2017
Q3 | $3.12M | Buy |
62,945
+1,707
| +3% | +$84.5K | 0.45% | 67 |
|
2017
Q2 | $2.74M | Buy |
61,238
+6,140
| +11% | +$274K | 0.42% | 74 |
|
2017
Q1 | $2.69M | Sell |
55,098
-2,450
| -4% | -$119K | 0.43% | 69 |
|
2016
Q4 | $3.07M | Sell |
57,548
-654
| -1% | -$34.9K | 0.52% | 58 |
|
2016
Q3 | $3.03M | Sell |
58,202
-135
| -0.2% | -$7.02K | 0.52% | 56 |
|
2016
Q2 | $3.26M | Buy |
58,337
+4,317
| +8% | +$241K | 0.6% | 49 |
|
2016
Q1 | $2.92M | Buy |
54,020
+4,101
| +8% | +$222K | 0.6% | 43 |
|
2015
Q4 | $2.31M | Sell |
49,919
-1,580
| -3% | -$73K | 0.48% | 63 |
|
2015
Q3 | $2.24M | Buy |
51,499
+5,067
| +11% | +$220K | 0.52% | 59 |
|
2015
Q2 | $2.16M | Buy |
46,432
+15,722
| +51% | +$733K | 0.46% | 64 |
|
2015
Q1 | $1.49M | Buy |
30,710
+9,427
| +44% | +$458K | 0.32% | 95 |
|
2014
Q4 | $995K | Sell |
21,283
-216
| -1% | -$10.1K | 0.21% | 128 |
|
2014
Q3 | $1.08M | Sell |
21,499
-917
| -4% | -$45.9K | 0.23% | 128 |
|
2014
Q2 | $1.1M | Sell |
22,416
-4,087
| -15% | -$200K | 0.24% | 126 |
|
2014
Q1 | $1.26M | Buy |
26,503
+7,441
| +39% | +$354K | 0.31% | 93 |
|
2013
Q4 | $936K | Sell |
19,062
-8,310
| -30% | -$408K | 0.24% | 121 |
|
2013
Q3 | $1.28M | Sell |
27,372
-12,853
| -32% | -$600K | 0.36% | 76 |
|
2013
Q2 | $2.03M | Buy |
+40,225
| New | +$2.03M | 0.6% | 43 |
|