Quest Investment Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $231K | Buy |
+5,340
| New | +$231K | 0.03% | 122 |
|
2025
Q1 | – | Sell |
-9,000
| Closed | -$360K | – | 86 |
|
2024
Q4 | $360K | Hold |
9,000
| – | – | 0.04% | 77 |
|
2024
Q3 | $404K | Hold |
9,000
| – | – | 0.05% | 74 |
|
2024
Q2 | $371K | Hold |
9,000
| – | – | 0.04% | 77 |
|
2024
Q1 | $378K | Hold |
9,000
| – | – | 0.04% | 76 |
|
2023
Q4 | $339K | Sell |
9,000
-200
| -2% | -$7.54K | 0.04% | 79 |
|
2023
Q3 | $298K | Hold |
9,200
| – | – | 0.04% | 79 |
|
2023
Q2 | $342K | Sell |
9,200
-935
| -9% | -$34.8K | 0.05% | 81 |
|
2023
Q1 | $394K | Sell |
10,135
-1,220
| -11% | -$47.4K | 0.05% | 78 |
|
2022
Q4 | $447K | Sell |
11,355
-880
| -7% | -$34.7K | 0.05% | 81 |
|
2022
Q3 | $465K | Buy |
12,235
+366
| +3% | +$13.9K | 0.06% | 81 |
|
2022
Q2 | $602K | Sell |
11,869
-273
| -2% | -$13.8K | 0.07% | 81 |
|
2022
Q1 | $619K | Buy |
12,142
+2,007
| +20% | +$102K | 0.06% | 82 |
|
2021
Q4 | $527K | Hold |
10,135
| – | – | 0.05% | 88 |
|
2021
Q3 | $547K | Hold |
10,135
| – | – | 0.05% | 86 |
|
2021
Q2 | $568K | Hold |
10,135
| – | – | 0.05% | 89 |
|
2021
Q1 | $589K | Sell |
10,135
-28,106
| -73% | -$1.63M | 0.05% | 89 |
|
2020
Q4 | $2.25M | Sell |
38,241
-2,658
| -6% | -$156K | 0.2% | 76 |
|
2020
Q3 | $2.43M | Sell |
40,899
-1,950
| -5% | -$116K | 0.23% | 76 |
|
2020
Q2 | $2.36M | Sell |
42,849
-122
| -0.3% | -$6.73K | 0.27% | 69 |
|
2020
Q1 | $2.31M | Buy |
42,971
+3,335
| +8% | +$179K | 0.32% | 57 |
|
2019
Q4 | $2.43M | Sell |
39,636
-2,886
| -7% | -$177K | 0.28% | 68 |
|
2019
Q3 | $2.57M | Buy |
42,522
+151
| +0.4% | +$9.12K | 0.32% | 70 |
|
2019
Q2 | $2.42M | Buy |
42,371
+1,953
| +5% | +$112K | 0.3% | 68 |
|
2019
Q1 | $2.39M | Buy |
40,418
+275
| +0.7% | +$16.3K | 0.31% | 63 |
|
2018
Q4 | $2.26M | Buy |
40,143
+13,436
| +50% | +$755K | 0.35% | 60 |
|
2018
Q3 | $1.43M | Buy |
26,707
+527
| +2% | +$28.1K | 0.2% | 75 |
|
2018
Q2 | $1.32M | Buy |
26,180
+14,690
| +128% | +$739K | 0.2% | 79 |
|
2018
Q1 | $549K | Hold |
11,490
| – | – | 0.08% | 91 |
|
2017
Q4 | $608K | Hold |
11,490
| – | – | 0.09% | 89 |
|
2017
Q3 | $569K | Hold |
11,490
| – | – | 0.07% | 84 |
|
2017
Q2 | $513K | Sell |
11,490
-303,062
| -96% | -$13.5M | 0.07% | 85 |
|
2017
Q1 | $15.3M | Sell |
314,552
-13,736
| -4% | -$670K | 2.11% | 11 |
|
2016
Q4 | $17.5M | Buy |
328,288
+230,386
| +235% | +$12.3M | 2.24% | 8 |
|
2016
Q3 | $5.09M | Buy |
97,902
+69,882
| +249% | +$3.63M | 0.67% | 60 |
|
2016
Q2 | $1.57M | Buy |
28,020
+6,930
| +33% | +$387K | 0.21% | 73 |
|
2016
Q1 | $1.14M | Sell |
21,090
-294,929
| -93% | -$16M | 0.16% | 73 |
|
2015
Q4 | $14.6M | Buy |
316,019
+294,759
| +1,386% | +$13.6M | 1.98% | 10 |
|
2015
Q3 | $925K | Buy |
21,260
+215
| +1% | +$9.35K | 0.13% | 79 |
|
2015
Q2 | $981K | Buy |
21,045
+120
| +0.6% | +$5.59K | 0.14% | 85 |
|
2015
Q1 | $1.02M | Buy |
20,925
+820
| +4% | +$39.9K | 0.14% | 93 |
|
2014
Q4 | $941K | Buy |
20,105
+45
| +0.2% | +$2.11K | 0.11% | 94 |
|
2014
Q3 | $1M | Buy |
20,060
+1,650
| +9% | +$82.5K | 0.11% | 101 |
|
2014
Q2 | $901K | Buy |
18,410
+1,960
| +12% | +$95.9K | 0.09% | 103 |
|
2014
Q1 | $783K | Buy |
16,450
+890
| +6% | +$42.4K | 0.07% | 104 |
|
2013
Q4 | $765K | Buy |
15,560
+375
| +2% | +$18.4K | 0.07% | 112 |
|
2013
Q3 | $709K | Sell |
15,185
-30
| -0.2% | -$1.4K | 0.06% | 109 |
|
2013
Q2 | $766K | Buy |
+15,215
| New | +$766K | 0.06% | 93 |
|