Stonehage Fleming Financial Services’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $88K | Hold |
2,033
| – | – | ﹤0.01% | 166 |
|
2025
Q1 | $92.2K | Hold |
2,033
| – | – | ﹤0.01% | 141 |
|
2024
Q4 | $81.3K | Hold |
2,033
| – | – | ﹤0.01% | 169 |
|
2024
Q3 | $91.3K | Hold |
2,033
| – | – | ﹤0.01% | 161 |
|
2024
Q2 | $83.8K | Sell |
2,033
-1,252
| -38% | -$51.6K | ﹤0.01% | 163 |
|
2024
Q1 | $128K | Buy |
3,285
+847
| +35% | +$32.9K | 0.01% | 108 |
|
2023
Q4 | $91.9K | Sell |
2,438
-632
| -21% | -$23.8K | ﹤0.01% | 157 |
|
2023
Q3 | $99.5K | Buy |
3,070
+1,905
| +164% | +$61.7K | 0.01% | 172 |
|
2023
Q2 | $43.3K | Sell |
1,165
-2,120
| -65% | -$78.8K | ﹤0.01% | 160 |
|
2023
Q1 | $128K | Buy |
3,285
+316
| +11% | +$12.3K | 0.01% | 108 |
|
2022
Q4 | $117K | Sell |
2,969
-9,520
| -76% | -$375K | 0.01% | 106 |
|
2022
Q3 | $473K | Hold |
12,489
| – | – | 0.04% | 80 |
|
2022
Q2 | $634K | Buy |
12,489
+9,735
| +353% | +$494K | 0.03% | 99 |
|
2022
Q1 | $140K | Buy |
2,754
+269
| +11% | +$13.7K | ﹤0.01% | 154 |
|
2021
Q4 | $129K | Sell |
2,485
-2,048
| -45% | -$106K | ﹤0.01% | 169 |
|
2021
Q3 | $245K | Sell |
4,533
-150
| -3% | -$8.11K | 0.01% | 148 |
|
2021
Q2 | $263K | Hold |
4,683
| – | – | 0.01% | 133 |
|
2021
Q1 | $273K | Hold |
4,683
| – | – | 0.01% | 135 |
|
2020
Q4 | $275K | Hold |
4,683
| – | – | 0.01% | 131 |
|
2020
Q3 | $277K | Buy |
4,683
+2,263
| +94% | +$134K | 0.01% | 118 |
|
2020
Q2 | $133K | Hold |
2,420
| – | – | 0.01% | 107 |
|
2020
Q1 | $130K | Hold |
2,420
| – | – | 0.01% | 134 |
|
2019
Q4 | $149K | Hold |
2,420
| – | – | 0.01% | 140 |
|
2019
Q3 | $146K | Hold |
2,420
| – | – | 0.01% | 132 |
|
2019
Q2 | $138K | Hold |
2,420
| – | – | 0.01% | 129 |
|
2019
Q1 | $143 | Hold |
2,420
| – | – | 0.01% | 141 |
|
2018
Q4 | $136K | Hold |
2,420
| – | – | 0.01% | 175 |
|
2018
Q3 | $129K | Sell |
2,420
-973
| -29% | -$51.9K | 0.01% | 181 |
|
2018
Q2 | $171K | Sell |
3,393
-800
| -19% | -$40.3K | 0.01% | 175 |
|
2018
Q1 | $201K | Buy |
4,193
+800
| +24% | +$38.4K | 0.01% | 159 |
|
2017
Q4 | $180K | Sell |
3,393
-21,740
| -86% | -$1.15M | 0.01% | 173 |
|
2017
Q3 | $1.24M | Sell |
25,133
-1,616
| -6% | -$80K | 0.06% | 72 |
|
2017
Q2 | $1.2M | Sell |
26,749
-10,500
| -28% | -$469K | 0.07% | 71 |
|
2017
Q1 | $1.82M | Sell |
37,249
-11,548
| -24% | -$563K | 0.12% | 67 |
|
2016
Q4 | $2.61M | Sell |
48,797
-7,500
| -13% | -$400K | 0.16% | 53 |
|
2016
Q3 | $2.93M | Sell |
56,297
-21,167
| -27% | -$1.1M | 0.17% | 72 |
|
2016
Q2 | $4.33M | Sell |
77,464
-8,760
| -10% | -$489K | 0.28% | 42 |
|
2016
Q1 | $4.66M | Buy |
86,224
+38,051
| +79% | +$2.06M | 0.31% | 42 |
|
2015
Q4 | $2.23M | Sell |
48,173
-8,986
| -16% | -$415K | 0.18% | 41 |
|
2015
Q3 | $2.49M | Buy |
57,159
+1,394
| +2% | +$60.7K | 0.27% | 39 |
|
2015
Q2 | $2.6M | Sell |
55,765
-16,269
| -23% | -$758K | 0.31% | 34 |
|
2015
Q1 | $3.5M | Sell |
72,034
-12,059
| -14% | -$586K | 0.42% | 34 |
|
2014
Q4 | $3.93M | Buy |
+84,093
| New | +$3.93M | 0.47% | 34 |
|