Shelton Capital 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 | $21.1M | Buy |
487,191
+37,333
| +8% | +$1.62M | 0.48% | 40 |
|
|
2025
Q1 | $20.4M | Buy |
449,858
+46,591
| +12% | +$2.11M | 0.49% | 50 |
|
|
2024
Q4 | $16.1M | Buy |
403,267
+53,168
| +15% | +$2.13M | 0.4% | 48 |
|
|
2024
Q3 | $15.7M | Buy |
350,099
+23,999
| +7% | +$1.08M | 0.4% | 49 |
|
|
2024
Q2 | $13.4M | Buy |
326,100
+10,058
| +3% | +$415K | 0.37% | 58 |
|
|
2024
Q1 | $13.3M | Buy |
316,042
+7,042
| +2% | +$295K | 0.38% | 58 |
|
|
2023
Q4 | $11.6M | Buy |
309,000
+27,223
| +10% | +$1.03M | 0.37% | 64 |
|
|
2023
Q3 | $9.13M | Buy |
281,777
+157,200
| +126% | +$5.09M | 0.33% | 70 |
|
|
2023
Q2 | $4.63M | Buy |
124,577
+11,545
| +10% | +$429K | 0.17% | 134 |
|
|
2023
Q1 | $4.4M | Buy |
113,032
+2,732
| +2% | +$106K | 0.18% | 122 |
|
|
2022
Q4 | $4.35M | Sell |
110,300
-34,095
| -24% | -$1.34M | 0.46% | 48 |
|
|
2022
Q3 | $5.48M | Buy |
144,395
+201
| +0.1% | +$7.63K | 0.26% | 95 |
|
|
2022
Q2 | $7.32M | Sell |
144,194
-1,282
| -0.9% | -$65.1K | 0.33% | 79 |
|
|
2022
Q1 | $7.41M | Buy |
145,476
+52,962
| +57% | +$2.7M | 0.27% | 88 |
|
|
2021
Q4 | $4.81M | Sell |
92,514
-166,926
| -64% | -$8.67M | 0.17% | 131 |
|
|
2021
Q3 | $14M | Buy |
259,440
+286
| +0.1% | +$15.4K | 0.55% | 35 |
|
|
2021
Q2 | $14.5M | Buy |
259,154
+13,400
| +5% | +$751K | 0.55% | 35 |
|
|
2021
Q1 | $14.3M | Buy |
245,754
+3,239
| +1% | +$188K | 0.5% | 39 |
|
|
2020
Q4 | $14.2M | Buy |
242,515
+4,171
| +2% | +$245K | 0.64% | 28 |
|
|
2020
Q3 | $14.2M | Sell |
238,344
-669
| -0.3% | -$39.8K | 0.59% | 30 |
|
|
2020
Q2 | $13.2M | Buy |
239,013
+7,205
| +3% | +$397K | 0.73% | 27 |
|
|
2020
Q1 | $12.5M | Sell |
231,808
-1,766
| -0.8% | -$94.9K | 0.9% | 18 |
|
|
2019
Q4 | $14.3M | Sell |
233,574
-1,037
| -0.4% | -$63.7K | 0.79% | 23 |
|
|
2019
Q3 | $14.2M | Buy |
234,611
+13,603
| +6% | +$821K | 0.84% | 18 |
|
|
2019
Q2 | $12.6M | Buy |
221,008
+208,984
| +1,738% | +$11.9M | 0.73% | 22 |
|
|
2019
Q1 | $203K | Sell |
12,024
-145,322
| -92% | -$2.46M | 0.8% | 18 |
|
|
2018
Q4 | $8.85M | Buy |
157,346
+48,800
| +45% | +$2.74M | 0.6% | 33 |
|
|
2018
Q3 | $5.8M | Buy |
108,546
+11,817
| +12% | +$631K | 0.33% | 66 |
|
|
2018
Q2 | $4.87M | Buy |
96,729
+12,591
| +15% | +$633K | 0.3% | 72 |
|
|
2018
Q1 | $4.02M | Sell |
84,138
-33,505
| -28% | -$1.6M | 0.26% | 87 |
|
|
2017
Q4 | $6.23M | Sell |
117,643
-34,534
| -23% | -$1.83M | 0.4% | 51 |
|
|
2017
Q3 | $7.53M | Buy |
152,177
+5,527
| +4% | +$274K | 0.51% | 36 |
|
|
2017
Q2 | $6.55M | Buy |
146,650
+2,787
| +2% | +$124K | 0.46% | 41 |
|
|
2017
Q1 | $7.01M | Buy |
143,863
+44,193
| +44% | +$2.15M | 0.49% | 30 |
|
|
2016
Q4 | $5.32M | Sell |
99,670
-2,003
| -2% | -$107K | 0.41% | 43 |
|
|
2016
Q3 | $5.29M | Sell |
101,673
-2,695
| -3% | -$140K | 0.44% | 37 |
|
|
2016
Q2 | $5.83M | Sell |
104,368
-25,152
| -19% | -$1.4M | 0.51% | 32 |
|
|
2016
Q1 | $7M | Sell |
129,520
-18,223
| -12% | -$985K | 0.63% | 27 |
|
|
2015
Q4 | $6.83M | Buy |
147,743
+8,506
| +6% | +$393K | 0.66% | 26 |
|
|
2015
Q3 | $6.06M | Buy |
139,237
+4,845
| +4% | +$211K | 0.67% | 24 |
|
|
2015
Q2 | $6.26M | Sell |
134,392
-1,292
| -1% | -$60.2K | 0.65% | 25 |
|
|
2015
Q1 | $6.6M | Buy |
135,684
+2,242
| +2% | +$109K | 0.71% | 23 |
|
|
2014
Q4 | $6.24M | Buy |
133,442
+20,279
| +18% | +$949K | 0.73% | 23 |
|
|
2014
Q3 | $5.66M | Buy |
113,163
+2,300
| +2% | +$115K | 0.76% | 21 |
|
|
2014
Q2 | $5.43M | Buy |
110,863
+12,953
| +13% | +$634K | 0.76% | 18 |
|
|
2014
Q1 | $4.66M | Buy |
97,910
+1,484
| +2% | +$70.6K | 0.68% | 19 |
|
|
2013
Q4 | $4.74M | Buy |
96,426
+750
| +0.8% | +$36.9K | 0.72% | 21 |
|
|
2013
Q3 | $4.46M | Buy |
95,676
+1,100
| +1% | +$51.3K | 0.75% | 19 |
|
|
2013
Q2 | $4.76M | Buy |
+94,576
| New | +$4.76M | 0.87% | 18 |
|