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