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