Summit Asset 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 | $635K | Buy |
14,686
+378
| +3% | +$16.4K | 0.1% | 91 |
|
|
2025
Q1 | $649K | Sell |
14,308
-100
| -0.7% | -$4.54K | 0.11% | 87 |
|
|
2024
Q4 | $576K | Buy |
14,408
+185
| +1% | +$7.4K | 0.1% | 91 |
|
|
2024
Q3 | $639K | Buy |
14,223
+50
| +0.4% | +$2.25K | 0.12% | 84 |
|
|
2024
Q2 | $584K | Buy |
14,173
+651
| +5% | +$26.8K | 0.12% | 84 |
|
|
2024
Q1 | $567K | Sell |
13,522
-2,950
| -18% | -$124K | 0.12% | 84 |
|
|
2023
Q4 | $621K | Buy |
16,472
+55
| +0.3% | +$2.07K | 0.15% | 71 |
|
|
2023
Q3 | $532K | Buy |
16,417
+267
| +2% | +$8.65K | 0.14% | 79 |
|
|
2023
Q2 | $601K | Sell |
16,150
-769
| -5% | -$28.6K | 0.16% | 72 |
|
|
2023
Q1 | $658K | Sell |
16,919
-1,467
| -8% | -$57.1K | 0.18% | 65 |
|
|
2022
Q4 | $724K | Buy |
18,386
+2,047
| +13% | +$80.7K | 0.21% | 60 |
|
|
2022
Q3 | $620K | Buy |
16,339
+161
| +1% | +$6.11K | 0.2% | 64 |
|
|
2022
Q2 | $821K | Buy |
16,178
+62
| +0.4% | +$3.15K | 0.25% | 54 |
|
|
2022
Q1 | $821K | Buy |
16,116
+731
| +5% | +$37.2K | 0.24% | 62 |
|
|
2021
Q4 | $799K | Buy |
15,385
+1,321
| +9% | +$68.6K | 0.23% | 63 |
|
|
2021
Q3 | $760K | Buy |
14,064
+360
| +3% | +$19.5K | 0.24% | 63 |
|
|
2021
Q2 | $768K | Sell |
13,704
-91
| -0.7% | -$5.1K | 0.24% | 60 |
|
|
2021
Q1 | $802K | Sell |
13,795
-571
| -4% | -$33.2K | 0.27% | 53 |
|
|
2020
Q4 | $844K | Buy |
14,366
+231
| +2% | +$13.6K | 0.31% | 47 |
|
|
2020
Q3 | $841K | Buy |
14,135
+2,051
| +17% | +$122K | 0.35% | 42 |
|
|
2020
Q2 | $666K | Buy |
12,084
+77
| +0.6% | +$4.24K | 0.3% | 48 |
|
|
2020
Q1 | $645K | Buy |
12,007
+147
| +1% | +$7.9K | 0.35% | 45 |
|
|
2019
Q4 | $728K | Sell |
11,860
-364
| -3% | -$22.3K | 0.31% | 48 |
|
|
2019
Q3 | $738K | Sell |
12,224
-632
| -5% | -$38.2K | 0.34% | 41 |
|
|
2019
Q2 | $734K | Buy |
12,856
+545
| +4% | +$31.1K | 0.35% | 44 |
|
|
2019
Q1 | $728K | Sell |
12,311
-141
| -1% | -$8.34K | 0.36% | 44 |
|
|
2018
Q4 | $700K | Buy |
12,452
+515
| +4% | +$29K | 0.4% | 37 |
|
|
2018
Q3 | $637K | Buy |
11,937
+26
| +0.2% | +$1.39K | 0.3% | 45 |
|
|
2018
Q2 | $599K | Buy |
11,911
+27
| +0.2% | +$1.36K | 0.29% | 49 |
|
|
2018
Q1 | $568K | Buy |
11,884
+2,386
| +25% | +$114K | 0.27% | 52 |
|
|
2017
Q4 | $503K | Hold |
9,498
| – | – | 0.24% | 60 |
|
|
2017
Q3 | $470K | Sell |
9,498
-236
| -2% | -$11.7K | 0.24% | 60 |
|
|
2017
Q2 | $435K | Buy |
9,734
+126
| +1% | +$5.63K | 0.23% | 61 |
|
|
2017
Q1 | $468K | Sell |
9,608
-238
| -2% | -$11.6K | 0.27% | 58 |
|
|
2016
Q4 | $526K | Buy |
9,846
+105
| +1% | +$5.61K | 0.33% | 51 |
|
|
2016
Q3 | $506K | Buy |
9,741
+2,073
| +27% | +$108K | 0.31% | 50 |
|
|
2016
Q2 | $428K | Buy |
7,668
+35
| +0.5% | +$1.95K | 0.27% | 56 |
|
|
2016
Q1 | $413K | Sell |
7,633
-125
| -2% | -$6.76K | 0.27% | 53 |
|
|
2015
Q4 | $359K | Sell |
7,758
-1,008
| -11% | -$46.6K | 0.24% | 58 |
|
|
2015
Q3 | $381K | Buy |
8,766
+414
| +5% | +$18K | 0.27% | 56 |
|
|
2015
Q2 | $389K | Buy |
8,352
+6
| +0.1% | +$279 | 0.27% | 61 |
|
|
2015
Q1 | $406K | Buy |
8,346
+663
| +9% | +$32.3K | 0.28% | 53 |
|
|
2014
Q4 | $359K | Buy |
7,683
+6
| +0.1% | +$280 | 0.26% | 60 |
|
|
2014
Q3 | $384K | Buy |
7,677
+766
| +11% | +$38.3K | 0.29% | 55 |
|
|
2014
Q2 | $338K | Sell |
6,911
-114
| -2% | -$5.58K | 0.26% | 61 |
|
|
2014
Q1 | $334K | Buy |
7,025
+6
| +0.1% | +$285 | 0.27% | 58 |
|
|
2013
Q4 | $345K | Buy |
7,019
+5
| +0.1% | +$246 | 0.27% | 56 |
|
|
2013
Q3 | $327K | Buy |
7,014
+5
| +0.1% | +$233 | 0.29% | 55 |
|
|
2013
Q2 | $353K | Buy |
+7,009
| New | +$353K | 0.34% | 46 |
|