SIM
SSI Investment Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,874
| Closed | -$221K | – | 277 |
|
|
2025
Q1 | $221K | Buy |
+4,874
| New | +$221K | 0.02% | 249 |
|
|
2024
Q4 | – | Sell |
-4,877
| Closed | -$219K | – | 274 |
|
|
2024
Q3 | $219K | Sell |
4,877
-4
| -0.1% | -$180 | 0.02% | 256 |
|
|
2024
Q2 | $201K | Sell |
4,881
-6
| -0.1% | -$247 | 0.02% | 246 |
|
|
2024
Q1 | $205K | Sell |
4,887
-647
| -12% | -$27.1K | 0.02% | 246 |
|
|
2023
Q4 | $209K | Buy |
+5,534
| New | +$209K | 0.02% | 250 |
|
|
2023
Q3 | – | Sell |
-6,591
| Closed | -$245K | – | 241 |
|
|
2023
Q2 | $245K | Sell |
6,591
-2,681
| -29% | -$99.7K | 0.02% | 235 |
|
|
2023
Q1 | $361K | Sell |
9,272
-1,789
| -16% | -$69.6K | 0.03% | 220 |
|
|
2022
Q4 | $436K | Sell |
11,061
-7
| -0.1% | -$276 | 0.03% | 237 |
|
|
2022
Q3 | $420K | Buy |
11,068
+24
| +0.2% | +$911 | 0.03% | 229 |
|
|
2022
Q2 | $561K | Sell |
11,044
-45
| -0.4% | -$2.29K | 0.04% | 217 |
|
|
2022
Q1 | $565K | Sell |
11,089
-114
| -1% | -$5.81K | 0.03% | 221 |
|
|
2021
Q4 | $583K | Sell |
11,203
-20
| -0.2% | -$1.04K | 0.03% | 218 |
|
|
2021
Q3 | $606K | Hold |
11,223
| – | – | 0.04% | 211 |
|
|
2021
Q2 | $628K | Sell |
11,223
-46
| -0.4% | -$2.57K | 0.04% | 211 |
|
|
2021
Q1 | $657K | Sell |
11,269
-5
| -0% | -$292 | 0.05% | 203 |
|
|
2020
Q4 | $663K | Sell |
11,274
-9
| -0.1% | -$529 | 0.05% | 183 |
|
|
2020
Q3 | $670K | Sell |
11,283
-250
| -2% | -$14.8K | 0.06% | 176 |
|
|
2020
Q2 | $634K | Sell |
11,533
-150
| -1% | -$8.25K | 0.06% | 176 |
|
|
2020
Q1 | $627K | Sell |
11,683
-130
| -1% | -$6.98K | 0.06% | 171 |
|
|
2019
Q4 | $725K | Sell |
11,813
-60
| -0.5% | -$3.68K | 0.05% | 194 |
|
|
2019
Q3 | $717K | Sell |
11,873
-6
| -0.1% | -$362 | 0.05% | 196 |
|
|
2019
Q2 | $681K | Sell |
11,879
-49
| -0.4% | -$2.81K | 0.05% | 201 |
|
|
2019
Q1 | $706K | Sell |
11,928
-32
| -0.3% | -$1.89K | 0.06% | 191 |
|
|
2018
Q4 | $674K | Sell |
11,960
-38
| -0.3% | -$2.14K | 0.06% | 183 |
|
|
2018
Q3 | $640K | Sell |
11,998
-51
| -0.4% | -$2.72K | 0.05% | 213 |
|
|
2018
Q2 | $606K | Sell |
12,049
-1,493
| -11% | -$75.1K | 0.05% | 209 |
|
|
2018
Q1 | $646K | Sell |
13,542
-212
| -2% | -$10.1K | 0.05% | 208 |
|
|
2017
Q4 | $729K | Sell |
13,754
-877
| -6% | -$46.5K | 0.06% | 201 |
|
|
2017
Q3 | $725K | Buy |
14,631
+754
| +5% | +$37.4K | 0.06% | 211 |
|
|
2017
Q2 | $620K | Sell |
13,877
-174
| -1% | -$7.77K | 0.05% | 220 |
|
|
2017
Q1 | $683K | Sell |
14,051
-18
| -0.1% | -$875 | 0.06% | 205 |
|
|
2016
Q4 | $748K | Buy |
14,069
+2,434
| +21% | +$129K | 0.07% | 195 |
|
|
2016
Q3 | $605K | Sell |
11,635
-147
| -1% | -$7.64K | 0.05% | 203 |
|
|
2016
Q2 | $655K | Buy |
11,782
+181
| +2% | +$10.1K | 0.06% | 192 |
|
|
2016
Q1 | $626K | Buy |
11,601
+2,937
| +34% | +$158K | 0.06% | 184 |
|
|
2015
Q4 | $403K | Hold |
8,664
| – | – | 0.04% | 199 |
|
|
2015
Q3 | $378K | Hold |
8,664
| – | – | 0.04% | 203 |
|
|
2015
Q2 | $405K | Sell |
8,664
-34
| -0.4% | -$1.59K | 0.04% | 210 |
|
|
2015
Q1 | $424K | Sell |
8,698
-13,587
| -61% | -$662K | 0.04% | 214 |
|
|
2014
Q4 | $1.04M | Buy |
22,285
+8,111
| +57% | +$380K | 0.11% | 167 |
|
|
2014
Q3 | $706K | Buy |
14,174
+1,630
| +13% | +$81.2K | 0.07% | 184 |
|
|
2014
Q2 | $613K | Sell |
12,544
-4,151
| -25% | -$203K | 0.06% | 194 |
|
|
2014
Q1 | $793K | Sell |
16,695
-24,245
| -59% | -$1.15M | 0.08% | 170 |
|
|
2013
Q4 | $2.01M | Buy |
40,940
+13,956
| +52% | +$686K | 0.18% | 143 |
|
|
2013
Q3 | $1.26M | Sell |
26,984
-495
| -2% | -$23.1K | 0.11% | 176 |
|
|
2013
Q2 | $1.39M | Buy |
+27,479
| New | +$1.39M | 0.14% | 164 |
|