Stonehearth 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 | $497K | Sell |
11,482
-570
| -5% | -$24.7K | 0.21% | 46 |
|
|
2025
Q1 | $547K | Sell |
12,052
-164
| -1% | -$7.44K | 0.23% | 43 |
|
|
2024
Q4 | $489K | Sell |
12,216
-583
| -5% | -$23.3K | 0.2% | 42 |
|
|
2024
Q3 | $575K | Buy |
12,799
+197
| +2% | +$8.85K | 0.23% | 36 |
|
|
2024
Q2 | $520K | Sell |
12,602
-25
| -0.2% | -$1.03K | 0.22% | 36 |
|
|
2024
Q1 | $530K | Buy |
12,627
+208
| +2% | +$8.73K | 0.24% | 34 |
|
|
2023
Q4 | $468K | Buy |
12,419
+865
| +7% | +$32.6K | 0.23% | 38 |
|
|
2023
Q3 | $374K | Buy |
11,554
+959
| +9% | +$31.1K | 0.2% | 41 |
|
|
2023
Q2 | $394K | Buy |
10,595
+36
| +0.3% | +$1.34K | 0.21% | 40 |
|
|
2023
Q1 | $411K | Buy |
10,559
+408
| +4% | +$15.9K | 0.22% | 38 |
|
|
2022
Q4 | $400K | Buy |
10,151
+973
| +11% | +$38.3K | 0.23% | 42 |
|
|
2022
Q3 | $349K | Buy |
9,178
+99
| +1% | +$3.77K | 0.21% | 40 |
|
|
2022
Q2 | $458K | Buy |
9,079
+3,939
| +77% | +$199K | 0.26% | 35 |
|
|
2022
Q1 | $262K | Sell |
5,140
-1,033
| -17% | -$52.7K | 0.14% | 58 |
|
|
2021
Q4 | $321K | Sell |
6,173
-2,068
| -25% | -$108K | 0.17% | 45 |
|
|
2021
Q3 | $445K | Buy |
8,241
+191
| +2% | +$10.3K | 0.23% | 38 |
|
|
2021
Q2 | $451K | Buy |
8,050
+1,240
| +18% | +$69.5K | 0.22% | 38 |
|
|
2021
Q1 | $396K | Buy |
6,810
+935
| +16% | +$54.4K | 0.22% | 43 |
|
|
2020
Q4 | $345K | Buy |
5,875
+898
| +18% | +$52.7K | 0.19% | 42 |
|
|
2020
Q3 | $296K | Sell |
4,977
-51
| -1% | -$3.03K | 0.2% | 43 |
|
|
2020
Q2 | $280K | Buy |
5,028
+82
| +2% | +$4.57K | 0.19% | 45 |
|
|
2020
Q1 | $266K | Buy |
4,946
+533
| +12% | +$28.7K | 0.22% | 46 |
|
|
2019
Q4 | $271K | Buy |
4,413
+1,098
| +33% | +$67.4K | 0.18% | 50 |
|
|
2019
Q3 | $200K | Buy |
+3,315
| New | +$200K | 0.15% | 54 |
|
|
2019
Q2 | – | Sell |
-7,628
| Closed | -$451K | – | 55 |
|
|
2019
Q1 | $451K | Buy |
7,628
+494
| +7% | +$29.2K | 0.34% | 32 |
|
|
2018
Q4 | $401K | Buy |
7,134
+541
| +8% | +$30.4K | 0.34% | 30 |
|
|
2018
Q3 | $352K | Hold |
6,593
| – | – | 0.27% | 33 |
|
|
2018
Q2 | $332K | Sell |
6,593
-97
| -1% | -$4.89K | 0.26% | 32 |
|
|
2018
Q1 | $320K | Buy |
6,690
+22
| +0.3% | +$1.05K | 0.25% | 32 |
|
|
2017
Q4 | $353K | Buy |
6,668
+85
| +1% | +$4.5K | 0.27% | 30 |
|
|
2017
Q3 | $326K | Sell |
6,583
-1,089
| -14% | -$53.9K | 0.25% | 28 |
|
|
2017
Q2 | $343K | Sell |
7,672
-2,858
| -27% | -$128K | 0.27% | 28 |
|
|
2017
Q1 | $513K | Buy |
10,530
+622
| +6% | +$30.3K | 0.4% | 27 |
|
|
2016
Q4 | $529K | Buy |
9,908
+82
| +0.8% | +$4.38K | 0.41% | 28 |
|
|
2016
Q3 | $511K | Sell |
9,826
-205
| -2% | -$10.7K | 0.4% | 28 |
|
|
2016
Q2 | $560K | Sell |
10,031
-4,359
| -30% | -$243K | 0.44% | 26 |
|
|
2016
Q1 | $778K | Buy |
14,390
+215
| +2% | +$11.6K | 0.68% | 24 |
|
|
2015
Q4 | $655K | Sell |
14,175
-280
| -2% | -$12.9K | 0.44% | 31 |
|
|
2015
Q3 | $629K | Buy |
14,455
+275
| +2% | +$12K | 0.45% | 32 |
|
|
2015
Q2 | $661K | Hold |
14,180
| – | – | 0.46% | 27 |
|
|
2015
Q1 | $689K | Hold |
14,180
| – | – | 0.43% | 27 |
|
|
2014
Q4 | $663K | Buy |
+14,180
| New | +$663K | 0.49% | 28 |
|