SIP
Stoneridge Investment Partners’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Hold |
28,700
| – | – | 0.94% | 35 |
|
|
2025
Q1 | $1.3M | Sell |
28,700
-38,403
| -57% | -$1.74M | 1.1% | 32 |
|
|
2024
Q4 | $2.68M | Buy |
67,103
+13,500
| +25% | +$540K | 0.96% | 32 |
|
|
2024
Q3 | $2.41M | Sell |
53,603
-728
| -1% | -$32.7K | 0.89% | 37 |
|
|
2024
Q2 | $2.24M | Sell |
54,331
-2,500
| -4% | -$103K | 0.85% | 37 |
|
|
2024
Q1 | $2.39M | Sell |
56,831
-33,508
| -37% | -$1.41M | 0.91% | 39 |
|
|
2023
Q4 | $3.41M | Buy |
90,339
+28,156
| +45% | +$1.06M | 1.43% | 25 |
|
|
2023
Q3 | $2.02M | Sell |
62,183
-2,380
| -4% | -$77.1K | 0.95% | 40 |
|
|
2023
Q2 | $2.4M | Sell |
64,563
-15,443
| -19% | -$574K | 1.04% | 28 |
|
|
2023
Q1 | $3.11M | Sell |
80,006
-3,497
| -4% | -$136K | 1.65% | 19 |
|
|
2022
Q4 | $3.29M | Buy |
83,503
+50,770
| +155% | +$2M | 1.81% | 19 |
|
|
2022
Q3 | $1.24M | Sell |
32,733
-29,200
| -47% | -$1.11M | 0.73% | 48 |
|
|
2022
Q2 | $3.14M | Hold |
61,933
| – | – | 1.73% | 21 |
|
|
2022
Q1 | $3.16M | Sell |
61,933
-10,850
| -15% | -$553K | 1.48% | 22 |
|
|
2021
Q4 | $3.78M | Buy |
72,783
+10,375
| +17% | +$539K | 1.74% | 17 |
|
|
2021
Q3 | $3.37M | Buy |
62,408
+17,950
| +40% | +$970K | 1.68% | 20 |
|
|
2021
Q2 | $2.49M | Sell |
44,458
-18,645
| -30% | -$1.04M | 1.21% | 22 |
|
|
2021
Q1 | $3.67M | Buy |
63,103
+7,840
| +14% | +$456K | 1.92% | 14 |
|
|
2020
Q4 | $3.25M | Buy |
55,263
+12,150
| +28% | +$714K | 1.88% | 17 |
|
|
2020
Q3 | $2.57M | Sell |
43,113
-10,629
| -20% | -$632K | 1.69% | 14 |
|
|
2020
Q2 | $2.96M | Sell |
53,742
-50,114
| -48% | -$2.76M | 1.25% | 24 |
|
|
2020
Q1 | $5.58M | Sell |
103,856
-3,293
| -3% | -$177K | 2.51% | 7 |
|
|
2019
Q4 | $6.58M | Sell |
107,149
-2,335
| -2% | -$143K | 2.23% | 8 |
|
|
2019
Q3 | $6.61M | Buy |
109,484
+44,424
| +68% | +$2.68M | 2.43% | 7 |
|
|
2019
Q2 | $3.72M | Buy |
65,060
+1,170
| +2% | +$66.8K | 1.32% | 22 |
|
|
2019
Q1 | $3.78M | Buy |
63,890
+43,953
| +220% | +$2.6M | 1.11% | 35 |
|
|
2018
Q4 | $1.12M | Sell |
19,937
-75,007
| -79% | -$4.22M | 0.35% | 84 |
|
|
2018
Q3 | $5.07M | Sell |
94,944
-17,838
| -16% | -$952K | 1.08% | 32 |
|
|
2018
Q2 | $5.67M | Buy |
112,782
+13,278
| +13% | +$668K | 1.09% | 36 |
|
|
2018
Q1 | $4.76M | Buy |
99,504
+966
| +1% | +$46.2K | 0.8% | 52 |
|
|
2017
Q4 | $5.22M | Sell |
98,538
-29,803
| -23% | -$1.58M | 0.83% | 51 |
|
|
2017
Q3 | $6.35M | Buy |
128,341
+34,595
| +37% | +$1.71M | 1% | 33 |
|
|
2017
Q2 | $4.19M | Sell |
93,746
-248
| -0.3% | -$11.1K | 0.62% | 64 |
|
|
2017
Q1 | $4.58M | Buy |
93,994
+4,705
| +5% | +$229K | 0.62% | 55 |
|
|
2016
Q4 | $4.77M | Sell |
89,289
-4,487
| -5% | -$240K | 0.65% | 49 |
|
|
2016
Q3 | $4.87M | Sell |
93,776
-26,830
| -22% | -$1.39M | 0.71% | 41 |
|
|
2016
Q2 | $6.74M | Buy |
120,606
+60,586
| +101% | +$3.38M | 1% | 22 |
|
|
2016
Q1 | $3.25M | Sell |
60,020
-1,575
| -3% | -$85.2K | 0.48% | 72 |
|
|
2015
Q4 | $2.85M | Sell |
61,595
-1,580
| -3% | -$73K | 0.38% | 86 |
|
|
2015
Q3 | $2.75M | Buy |
63,175
+300
| +0.5% | +$13.1K | 0.39% | 75 |
|
|
2015
Q2 | $2.93M | Buy |
+62,875
| New | +$2.93M | 0.36% | 81 |
|
|
2014
Q3 | – | Sell |
-42,541
| Closed | -$2.08M | – | 279 |
|
|
2014
Q2 | $2.08M | Sell |
42,541
-825
| -2% | -$40.4K | 0.31% | 111 |
|
|
2014
Q1 | $2.06M | Sell |
43,366
-46,968
| -52% | -$2.23M | 0.4% | 74 |
|
|
2013
Q4 | $4.44M | Buy |
90,334
+2,200
| +2% | +$108K | 0.85% | 49 |
|
|
2013
Q3 | $4.11M | Buy |
88,134
+1,689
| +2% | +$78.8K | 0.9% | 35 |
|
|
2013
Q2 | $4.35M | Buy |
+86,445
| New | +$4.35M | 1.02% | 34 |
|