Simon Quick Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Buy |
74,549
+45,451
| +156% | +$1.97M | 0.13% | 107 |
|
|
2025
Q1 | $1.32M | Buy |
29,098
+4,775
| +20% | +$217K | 0.08% | 128 |
|
|
2024
Q4 | $973K | Sell |
24,323
-5,172
| -18% | -$207K | 0.06% | 155 |
|
|
2024
Q3 | $1.32M | Buy |
29,495
+11,253
| +62% | +$505K | 0.08% | 109 |
|
|
2024
Q2 | $752K | Buy |
18,242
+2,268
| +14% | +$93.5K | 0.05% | 166 |
|
|
2024
Q1 | $670K | Buy |
15,974
+2,711
| +20% | +$114K | 0.05% | 165 |
|
|
2023
Q4 | $500K | Sell |
13,263
-3,736
| -22% | -$141K | 0.04% | 179 |
|
|
2023
Q3 | $551K | Buy |
16,999
+2,266
| +15% | +$73.4K | 0.05% | 153 |
|
|
2023
Q2 | $548K | Sell |
14,733
-669
| -4% | -$24.9K | 0.05% | 151 |
|
|
2023
Q1 | $599K | Buy |
15,402
+5,963
| +63% | +$232K | 0.06% | 137 |
|
|
2022
Q4 | $372K | Buy |
9,439
+823
| +10% | +$32.4K | 0.04% | 153 |
|
|
2022
Q3 | $327K | Buy |
8,616
+1,397
| +19% | +$53K | 0.05% | 144 |
|
|
2022
Q2 | $324K | Buy |
7,219
+4,983
| +223% | +$224K | 0.04% | 137 |
|
|
2022
Q1 | $114K | Sell |
2,236
-24,398
| -92% | -$1.24M | 0.03% | 137 |
|
|
2021
Q4 | $1.38M | Buy |
26,634
+24,404
| +1,094% | +$1.27M | 0.37% | 37 |
|
|
2021
Q3 | $120K | Sell |
2,230
-1,196
| -35% | -$64.4K | 0.03% | 151 |
|
|
2021
Q2 | $191K | Buy |
3,426
+94
| +3% | +$5.24K | 0.05% | 110 |
|
|
2021
Q1 | $193K | Sell |
3,332
-1,225
| -27% | -$71K | 0.06% | 104 |
|
|
2020
Q4 | $268K | Buy |
4,557
+517
| +13% | +$30.4K | 0.08% | 91 |
|
|
2020
Q3 | $240K | Sell |
4,040
-115
| -3% | -$6.83K | 0.07% | 81 |
|
|
2020
Q2 | $229K | Buy |
4,155
+1,413
| +52% | +$77.9K | 0.09% | 75 |
|
|
2020
Q1 | $147K | Sell |
2,742
-117
| -4% | -$6.27K | 0.05% | 95 |
|
|
2019
Q4 | $176K | Buy |
2,859
+923
| +48% | +$56.8K | 0.06% | 99 |
|
|
2019
Q3 | $117K | Buy |
1,936
+21
| +1% | +$1.27K | 0.05% | 108 |
|
|
2019
Q2 | $109K | Sell |
1,915
-135
| -7% | -$7.71K | 0.06% | 84 |
|
|
2019
Q1 | $121K | Buy |
2,050
+300
| +17% | +$17.7K | 0.05% | 104 |
|
|
2018
Q4 | $98K | Hold |
1,750
| – | – | 0.04% | 114 |
|
|
2018
Q3 | $93K | Hold |
1,750
| – | – | 0.04% | 124 |
|
|
2018
Q2 | $88K | Hold |
1,750
| – | – | 0.04% | 132 |
|
|
2018
Q1 | $84K | Sell |
1,750
-87
| -5% | -$4.18K | 0.04% | 144 |
|
|
2017
Q4 | $99K | Sell |
1,837
-4,563
| -71% | -$246K | 0.04% | 153 |
|
|
2017
Q3 | $317K | Sell |
6,400
-540
| -8% | -$26.7K | 0.12% | 82 |
|
|
2017
Q2 | $310K | Buy |
6,940
+492
| +8% | +$22K | 0.18% | 51 |
|
|
2017
Q1 | $314K | Sell |
6,448
-7,845
| -55% | -$382K | 0.19% | 58 |
|
|
2016
Q4 | $763K | Buy |
+14,293
| New | +$763K | 0.57% | 34 |
|