Summit Financial’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.49M | Buy |
126,875
+16,219
| +15% | +$702K | 0.12% | 149 |
|
|
2025
Q1 | $5.02M | Buy |
110,656
+41,131
| +59% | +$1.87M | 0.14% | 136 |
|
|
2024
Q4 | $2.78M | Buy |
69,525
+20,214
| +41% | +$808K | 0.1% | 167 |
|
|
2024
Q3 | $2.21M | Buy |
49,311
+9,014
| +22% | +$405K | 0.09% | 170 |
|
|
2024
Q2 | $1.66M | Buy |
40,297
+15,901
| +65% | +$656K | 0.08% | 173 |
|
|
2024
Q1 | $1.02M | Buy |
24,396
+700
| +3% | +$29.4K | 0.06% | 184 |
|
|
2023
Q4 | $893K | Buy |
23,696
+1,557
| +7% | +$58.7K | 0.06% | 182 |
|
|
2023
Q3 | $718K | Sell |
22,139
-3,635
| -14% | -$118K | 0.05% | 197 |
|
|
2023
Q2 | $959K | Sell |
25,774
-378
| -1% | -$14.1K | 0.07% | 159 |
|
|
2023
Q1 | $1.02M | Sell |
26,152
-268
| -1% | -$10.4K | 0.09% | 118 |
|
|
2022
Q4 | $1.04M | Buy |
26,420
+693
| +3% | +$27.3K | 0.1% | 108 |
|
|
2022
Q3 | $977K | Buy |
25,727
+2,465
| +11% | +$93.6K | 0.09% | 108 |
|
|
2022
Q2 | $1.18M | Sell |
23,262
-860
| -4% | -$43.6K | 0.11% | 87 |
|
|
2022
Q1 | $1.23M | Buy |
24,122
+302
| +1% | +$15.4K | 0.1% | 100 |
|
|
2021
Q4 | $1.24M | Buy |
23,820
+622
| +3% | +$32.3K | 0.09% | 92 |
|
|
2021
Q3 | $1.25M | Buy |
23,198
+15,815
| +214% | +$854K | 0.11% | 71 |
|
|
2021
Q2 | $414K | Buy |
+7,383
| New | +$414K | 0.04% | 102 |
|