RIL
Rothschild Investment LLC’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.37M | Sell |
193,423
-5,242
| -3% | -$227K | 0.52% | 50 |
|
|
2025
Q1 | $9.01M | Buy |
198,665
+1,265
| +0.6% | +$57.4K | 0.6% | 43 |
|
|
2024
Q4 | $7.89M | Buy |
197,400
+5,333
| +3% | +$213K | 0.52% | 51 |
|
|
2024
Q3 | $8.63M | Sell |
192,067
-2,706
| -1% | -$122K | 0.56% | 45 |
|
|
2024
Q2 | $8.03M | Buy |
194,773
+271
| +0.1% | +$11.2K | 0.56% | 42 |
|
|
2024
Q1 | $8.16M | Sell |
194,502
-5,953
| -3% | -$250K | 0.59% | 44 |
|
|
2023
Q4 | $7.56M | Sell |
200,455
-53,039
| -21% | -$2M | 0.63% | 44 |
|
|
2023
Q3 | $8.22M | Sell |
253,494
-7,100
| -3% | -$230K | 0.69% | 38 |
|
|
2023
Q2 | $9.69M | Sell |
260,594
-4,083
| -2% | -$152K | 0.81% | 34 |
|
|
2023
Q1 | $10.3M | Buy |
264,677
+20,845
| +9% | +$811K | 0.9% | 27 |
|
|
2022
Q4 | $9.61M | Buy |
243,832
+41,968
| +21% | +$1.65M | 0.88% | 28 |
|
|
2022
Q3 | $7.67M | Sell |
201,864
-1,221
| -0.6% | -$46.4K | 0.76% | 36 |
|
|
2022
Q2 | $10.3M | Buy |
203,085
+19,738
| +11% | +$1M | 0.95% | 23 |
|
|
2022
Q1 | $9.34M | Buy |
183,347
+9,719
| +6% | +$495K | 0.73% | 35 |
|
|
2021
Q4 | $9.02M | Sell |
173,628
-6,542
| -4% | -$340K | 0.7% | 42 |
|
|
2021
Q3 | $9.73M | Buy |
180,170
+1,273
| +0.7% | +$68.8K | 0.82% | 32 |
|
|
2021
Q2 | $10M | Buy |
178,897
+9,989
| +6% | +$560K | 0.8% | 33 |
|
|
2021
Q1 | $9.82M | Buy |
168,908
+9,736
| +6% | +$566K | 0.85% | 27 |
|
|
2020
Q4 | $9.35M | Buy |
159,172
+7,639
| +5% | +$449K | 0.9% | 27 |
|
|
2020
Q3 | $9.02M | Buy |
151,533
+11,597
| +8% | +$690K | 0.98% | 21 |
|
|
2020
Q2 | $7.72M | Buy |
139,936
+8,423
| +6% | +$464K | 0.93% | 25 |
|
|
2020
Q1 | $7.07M | Sell |
131,513
-1,632
| -1% | -$87.7K | 0.92% | 26 |
|
|
2019
Q4 | $8.18M | Buy |
133,145
+700
| +0.5% | +$43K | 0.81% | 35 |
|
|
2019
Q3 | $7.99M | Buy |
132,445
+1,976
| +2% | +$119K | 0.93% | 30 |
|
|
2019
Q2 | $7.45M | Sell |
130,469
-96
| -0.1% | -$5.49K | 0.88% | 33 |
|
|
2019
Q1 | $7.72M | Sell |
130,565
-2,829
| -2% | -$167K | 0.91% | 33 |
|
|
2018
Q4 | $7.5M | Sell |
133,394
-80,467
| -38% | -$4.52M | 1% | 25 |
|
|
2018
Q3 | $11.4M | Sell |
213,861
-3,995
| -2% | -$213K | 1.35% | 16 |
|
|
2018
Q2 | $11M | Buy |
217,856
+10,258
| +5% | +$516K | 1.38% | 15 |
|
|
2018
Q1 | $9.93M | Sell |
207,598
-18,663
| -8% | -$892K | 1.27% | 20 |
|
|
2017
Q4 | $12M | Buy |
226,261
+6,896
| +3% | +$365K | 1.3% | 13 |
|
|
2017
Q3 | $10.9M | Buy |
219,365
+1,984
| +0.9% | +$98.2K | 1.23% | 17 |
|
|
2017
Q2 | $9.71M | Buy |
217,381
+14,147
| +7% | +$632K | 1.1% | 20 |
|
|
2017
Q1 | $9.91M | Buy |
203,234
+4,481
| +2% | +$218K | 1.15% | 19 |
|
|
2016
Q4 | $10.6M | Sell |
198,753
-1,553
| -0.8% | -$82.9K | 1.28% | 13 |
|
|
2016
Q3 | $10.4M | Sell |
200,306
-5,830
| -3% | -$303K | 1.28% | 12 |
|
|
2016
Q2 | $11.5M | Buy |
206,136
+6,050
| +3% | +$338K | 1.47% | 7 |
|
|
2016
Q1 | $10.8M | Sell |
200,086
-6,078
| -3% | -$329K | 1.39% | 8 |
|
|
2015
Q4 | $9.53M | Buy |
206,164
+163
| +0.1% | +$7.53K | 1.21% | 15 |
|
|
2015
Q3 | $8.96M | Buy |
206,001
+3,747
| +2% | +$163K | 1.18% | 13 |
|
|
2015
Q2 | $9.43M | Sell |
202,254
-3,275
| -2% | -$153K | 1.09% | 16 |
|
|
2015
Q1 | $10M | Sell |
205,529
-7,359
| -3% | -$358K | 1.17% | 15 |
|
|
2014
Q4 | $9.96M | Sell |
212,888
-30,396
| -12% | -$1.42M | 1.19% | 14 |
|
|
2014
Q3 | $12.2M | Buy |
243,284
+26,420
| +12% | +$1.32M | 1.48% | 9 |
|
|
2014
Q2 | $10.6M | Buy |
216,864
+34,708
| +19% | +$1.7M | 1.36% | 11 |
|
|
2014
Q1 | $8.67M | Buy |
182,156
+11,846
| +7% | +$564K | 1.17% | 16 |
|
|
2013
Q4 | $8.37M | Sell |
170,310
-13,301
| -7% | -$654K | 1.14% | 16 |
|
|
2013
Q3 | $8.57M | Buy |
183,611
+88,495
| +93% | +$4.13M | 1.26% | 16 |
|
|
2013
Q2 | $4.79M | Buy |
+95,116
| New | +$4.79M | 0.78% | 36 |
|