Roman Butler Fullerton & Co’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $750K | Sell |
17,404
-1,206
| -6% | -$52K | 0.22% | 112 |
|
|
2025
Q1 | $828K | Sell |
18,610
-92
| -0.5% | -$4.09K | 0.32% | 77 |
|
|
2024
Q4 | $760K | Sell |
18,702
-3,582
| -16% | -$146K | 0.24% | 102 |
|
|
2024
Q3 | $975K | Buy |
22,284
+120
| +0.5% | +$5.25K | 0.29% | 84 |
|
|
2024
Q2 | $910K | Sell |
22,164
-41
| -0.2% | -$1.68K | 0.29% | 81 |
|
|
2024
Q1 | $857K | Sell |
22,205
-957
| -4% | -$36.9K | 0.32% | 79 |
|
|
2023
Q4 | $982K | Buy |
23,162
+518
| +2% | +$22K | 0.38% | 70 |
|
|
2023
Q3 | $695K | Buy |
22,644
+725
| +3% | +$22.2K | 0.33% | 83 |
|
|
2023
Q2 | $745K | Sell |
21,919
-2,425
| -10% | -$82.4K | 0.34% | 82 |
|
|
2023
Q1 | $908K | Buy |
24,344
+1,881
| +8% | +$70.2K | 0.45% | 71 |
|
|
2022
Q4 | $918K | Buy |
22,463
+1,124
| +5% | +$45.9K | 0.47% | 67 |
|
|
2022
Q3 | $767K | Sell |
21,339
-1,224
| -5% | -$44K | 0.49% | 65 |
|
|
2022
Q2 | $1.15M | Buy |
22,563
+229
| +1% | +$11.7K | 0.64% | 43 |
|
|
2022
Q1 | $1.14M | Buy |
22,334
+203
| +0.9% | +$10.3K | 0.53% | 56 |
|
|
2021
Q4 | $1.15M | Buy |
22,131
+2,754
| +14% | +$143K | 0.51% | 62 |
|
|
2021
Q3 | $1.01M | Buy |
19,377
+118
| +0.6% | +$6.13K | 0.47% | 66 |
|
|
2021
Q2 | $1.08M | Sell |
19,259
-1,819
| -9% | -$102K | 0.53% | 61 |
|
|
2021
Q1 | $1.22M | Sell |
21,078
-6,334
| -23% | -$365K | 0.61% | 51 |
|
|
2020
Q4 | $1.61M | Buy |
27,412
+1,300
| +5% | +$76.4K | 0.95% | 25 |
|
|
2020
Q3 | $1.55M | Sell |
26,112
-257
| -1% | -$15.3K | 1.02% | 26 |
|
|
2020
Q2 | $1.45M | Buy |
26,369
+420
| +2% | +$23.2K | 1.04% | 25 |
|
|
2020
Q1 | $1.39M | Buy |
25,949
+7,072
| +37% | +$380K | 1.23% | 22 |
|
|
2019
Q4 | $1.16M | Buy |
18,877
+1,445
| +8% | +$88.7K | 0.76% | 35 |
|
|
2019
Q3 | $1.05M | Buy |
17,432
+328
| +2% | +$19.8K | 0.73% | 42 |
|
|
2019
Q2 | $977K | Buy |
17,104
+71
| +0.4% | +$4.06K | 0.66% | 45 |
|
|
2019
Q1 | $1.01M | Buy |
17,033
+2,203
| +15% | +$130K | 0.7% | 39 |
|
|
2018
Q4 | $854K | Buy |
+14,830
| New | +$854K | 0.73% | 45 |
|