SMH
Sanders Morris Harris’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Sell |
8,470
-11,894
| -58% | -$515K | 0.09% | 90 |
|
|
2025
Q1 | $924K | Sell |
20,364
-500
| -2% | -$22.7K | 0.14% | 98 |
|
|
2024
Q4 | $834K | Sell |
20,864
-740
| -3% | -$29.6K | 0.12% | 116 |
|
|
2024
Q3 | $970K | Buy |
21,604
+350
| +2% | +$15.7K | 0.16% | 93 |
|
|
2024
Q2 | $877K | Hold |
21,254
| – | – | 0.14% | 99 |
|
|
2024
Q1 | $892K | Buy |
21,254
+9,761
| +85% | +$410K | 0.16% | 97 |
|
|
2023
Q4 | $461K | Sell |
11,493
-13,471
| -54% | -$540K | 0.23% | 115 |
|
|
2023
Q3 | $803K | Buy |
24,964
+1,500
| +6% | +$48.3K | 0.17% | 95 |
|
|
2023
Q2 | $874K | Buy |
23,464
+11,613
| +98% | +$432K | 0.19% | 74 |
|
|
2023
Q1 | $461K | Sell |
11,851
-11,493
| -49% | -$447K | 0.16% | 60 |
|
|
2022
Q4 | $920K | Sell |
23,344
-2,300
| -9% | -$90.6K | 0.35% | 59 |
|
|
2022
Q3 | $988K | Hold |
25,644
| – | – | 0.24% | 63 |
|
|
2022
Q2 | $1.31M | Hold |
25,644
| – | – | 0.29% | 57 |
|
|
2022
Q1 | $1.31M | Hold |
25,644
| – | – | 0.25% | 61 |
|
|
2021
Q4 | $1.34M | Buy |
25,644
+1,200
| +5% | +$62.6K | 0.23% | 71 |
|
|
2021
Q3 | $1.32M | Hold |
24,444
| – | – | 0.24% | 71 |
|
|
2021
Q2 | $1.37M | Hold |
24,444
| – | – | 0.27% | 77 |
|
|
2021
Q1 | $1.43M | Buy |
24,444
+211
| +0.9% | +$12.4K | 0.3% | 60 |
|
|
2020
Q4 | $1.4M | Hold |
24,233
| – | – | 0.32% | 63 |
|
|
2020
Q3 | $1.44M | Buy |
24,233
+10,833
| +81% | +$643K | 0.39% | 59 |
|
|
2020
Q2 | $739K | Sell |
13,400
-94,316
| -88% | -$5.2M | 0.36% | 36 |
|
|
2020
Q1 | $5.66M | Buy |
107,716
+21,136
| +24% | +$1.11M | 5.53% | 1 |
|
|
2019
Q4 | $5.27M | Sell |
86,580
-3,450
| -4% | -$210K | 1.2% | 16 |
|
|
2019
Q3 | $5.32M | Buy |
90,030
+74,965
| +498% | +$4.43M | 1.29% | 12 |
|
|
2019
Q2 | $858K | Buy |
15,065
+7,410
| +97% | +$422K | 0.22% | 97 |
|
|
2019
Q1 | $452K | Hold |
7,655
| – | – | 0.22% | 64 |
|
|
2018
Q4 | $431K | Sell |
7,655
-230
| -3% | -$13K | 0.24% | 57 |
|
|
2018
Q3 | $422K | Sell |
7,885
-640
| -8% | -$34.3K | 0.2% | 72 |
|
|
2018
Q2 | $429K | Buy |
8,525
+75
| +0.9% | +$3.77K | 0.2% | 73 |
|
|
2018
Q1 | $404K | Buy |
8,450
+1,555
| +23% | +$74.3K | 0.17% | 85 |
|
|
2017
Q4 | $366K | Sell |
6,895
-700
| -9% | -$37.2K | 0.15% | 75 |
|
|
2017
Q3 | $376K | Sell |
7,595
-125
| -2% | -$6.19K | 0.16% | 87 |
|
|
2017
Q2 | $344K | Buy |
7,720
+550
| +8% | +$24.5K | 0.14% | 84 |
|
|
2017
Q1 | $350K | Buy |
7,170
+2,215
| +45% | +$108K | 0.13% | 93 |
|
|
2016
Q4 | $264K | Sell |
4,955
-280
| -5% | -$14.9K | 0.12% | 84 |
|
|
2016
Q3 | $290K | Sell |
5,235
-455
| -8% | -$25.2K | 0.09% | 117 |
|
|
2016
Q2 | $318K | Sell |
5,690
-3,941
| -41% | -$220K | 0.07% | 177 |
|
|
2016
Q1 | $512K | Buy |
+9,631
| New | +$512K | 0.09% | 186 |
|