Schaper Benz & Wise Investment Counsel’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $252K | Sell |
5,821
-26
| -0.4% | -$1.13K | 0.02% | 143 |
|
2025
Q1 | $265K | Buy |
5,847
+26
| +0.4% | +$1.18K | 0.02% | 135 |
|
2024
Q4 | $233K | Hold |
5,821
| – | – | 0.02% | 143 |
|
2024
Q3 | $261K | Sell |
5,821
-565
| -9% | -$25.4K | 0.02% | 139 |
|
2024
Q2 | $263K | Buy |
6,386
+735
| +13% | +$30.3K | 0.02% | 131 |
|
2024
Q1 | $237K | Buy |
+5,651
| New | +$237K | 0.02% | 134 |
|
2023
Q3 | – | Sell |
-6,606
| Closed | -$246K | – | 138 |
|
2023
Q2 | $246K | Sell |
6,606
-600
| -8% | -$22.3K | 0.02% | 125 |
|
2023
Q1 | $280K | Buy |
7,206
+207
| +3% | +$8.05K | 0.03% | 123 |
|
2022
Q4 | $276K | Hold |
6,999
| – | – | 0.03% | 122 |
|
2022
Q3 | $266K | Buy |
6,999
+272
| +4% | +$10.3K | 0.03% | 123 |
|
2022
Q2 | $341K | Hold |
6,727
| – | – | 0.04% | 120 |
|
2022
Q1 | $343K | Sell |
6,727
-644
| -9% | -$32.8K | 0.03% | 122 |
|
2021
Q4 | $383K | Sell |
7,371
-500
| -6% | -$26K | 0.03% | 121 |
|
2021
Q3 | $425K | Buy |
7,871
+104
| +1% | +$5.62K | 0.04% | 103 |
|
2021
Q2 | $435K | Buy |
7,767
+46
| +0.6% | +$2.58K | 0.04% | 104 |
|
2021
Q1 | $449K | Hold |
7,721
| – | – | 0.04% | 99 |
|
2020
Q4 | $454K | Hold |
7,721
| – | – | 0.05% | 97 |
|
2020
Q3 | $459K | Hold |
7,721
| – | – | 0.05% | 94 |
|
2020
Q2 | $426K | Sell |
7,721
-356
| -4% | -$19.6K | 0.05% | 96 |
|
2020
Q1 | $434K | Hold |
8,077
| – | – | 0.06% | 91 |
|
2019
Q4 | $496K | Sell |
8,077
-209
| -3% | -$12.8K | 0.06% | 90 |
|
2019
Q3 | $500K | Buy |
8,286
+1,056
| +15% | +$63.7K | 0.06% | 88 |
|
2019
Q2 | $413K | Hold |
7,230
| – | – | 0.05% | 89 |
|
2019
Q1 | $428K | Buy |
7,230
+850
| +13% | +$50.3K | 0.06% | 89 |
|
2018
Q4 | $359K | Hold |
6,380
| – | – | 0.05% | 88 |
|
2018
Q3 | $341K | Hold |
6,380
| – | – | 0.05% | 95 |
|
2018
Q2 | $321K | Hold |
6,380
| – | – | 0.05% | 95 |
|
2018
Q1 | $305K | Buy |
6,380
+500
| +9% | +$23.9K | 0.05% | 96 |
|
2017
Q4 | $311K | Buy |
5,880
+1,530
| +35% | +$80.9K | 0.05% | 95 |
|
2017
Q3 | $215K | Buy |
+4,350
| New | +$215K | 0.03% | 100 |
|
2017
Q2 | – | Sell |
-4,518
| Closed | -$220K | – | 117 |
|
2017
Q1 | $220K | Buy |
4,518
+174
| +4% | +$8.47K | 0.04% | 96 |
|
2016
Q4 | $232K | Sell |
4,344
-71
| -2% | -$3.79K | 0.04% | 94 |
|
2016
Q3 | $229K | Buy |
4,415
+445
| +11% | +$23.1K | 0.04% | 97 |
|
2016
Q2 | $222K | Hold |
3,970
| – | – | 0.04% | 97 |
|
2016
Q1 | $215K | Buy |
+3,970
| New | +$215K | 0.04% | 94 |
|