Summit Global Investments’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Buy |
+9,105
| New | +$394K | 0.02% | 341 |
|
|
2024
Q1 | – | Sell |
-20,971
| Closed | -$791K | – | 612 |
|
|
2023
Q4 | $791K | Sell |
20,971
-4,012
| -16% | -$151K | 0.05% | 264 |
|
|
2023
Q3 | $810K | Sell |
24,983
-71,388
| -74% | -$2.31M | 0.05% | 260 |
|
|
2023
Q2 | $3.58M | Buy |
96,371
+276
| +0.3% | +$10.3K | 0.24% | 100 |
|
|
2023
Q1 | $3.74M | Buy |
96,095
+8,256
| +9% | +$321K | 0.29% | 89 |
|
|
2022
Q4 | $3.46M | Buy |
87,839
+35,537
| +68% | +$1.4M | 0.29% | 98 |
|
|
2022
Q3 | $1.99M | Sell |
52,302
-320,895
| -86% | -$12.2M | 0.18% | 128 |
|
|
2022
Q2 | $18.9M | Buy |
373,197
+109,978
| +42% | +$5.58M | 1.67% | 9 |
|
|
2022
Q1 | $13.4M | Buy |
263,219
+35,121
| +15% | +$1.79M | 0.99% | 24 |
|
|
2021
Q4 | $11.9M | Buy |
228,098
+1,232
| +0.5% | +$64K | 0.76% | 30 |
|
|
2021
Q3 | $12.3M | Sell |
226,866
-17,408
| -7% | -$940K | 0.92% | 29 |
|
|
2021
Q2 | $13.7M | Sell |
244,274
-6,359
| -3% | -$356K | 0.82% | 21 |
|
|
2021
Q1 | $14.6M | Sell |
250,633
-57,785
| -19% | -$3.36M | 0.93% | 20 |
|
|
2020
Q4 | $18.1M | Sell |
308,418
-7,182
| -2% | -$422K | 1.81% | 15 |
|
|
2020
Q3 | $18.8M | Sell |
315,600
-25,025
| -7% | -$1.49M | 1.94% | 15 |
|
|
2020
Q2 | $18.8M | Sell |
340,625
-51,323
| -13% | -$2.83M | 2.17% | 13 |
|
|
2020
Q1 | $21.1M | Buy |
391,948
+54,999
| +16% | +$2.96M | 3.07% | 3 |
|
|
2019
Q4 | $20.7M | Buy |
336,949
+1,739
| +0.5% | +$107K | 2.24% | 4 |
|
|
2019
Q3 | $20.2M | Buy |
335,210
+280,052
| +508% | +$16.9M | 2.35% | 3 |
|
|
2019
Q2 | $3.15M | Sell |
55,158
-220
| -0.4% | -$12.6K | 0.4% | 71 |
|
|
2019
Q1 | $3.28M | Buy |
55,378
+13,220
| +31% | +$782K | 0.42% | 73 |
|
|
2018
Q4 | $2.37M | Buy |
42,158
+18,547
| +79% | +$1.04M | 0.37% | 76 |
|
|
2018
Q3 | $1.26M | Sell |
23,611
-130
| -0.5% | -$6.94K | 0.17% | 94 |
|
|
2018
Q2 | $1.19M | Sell |
23,741
-1,576
| -6% | -$79.3K | 0.18% | 90 |
|
|
2018
Q1 | $1.21M | Buy |
25,317
+709
| +3% | +$33.9K | 0.19% | 73 |
|
|
2017
Q4 | $1.3M | Sell |
24,608
-518
| -2% | -$27.4K | 0.2% | 78 |
|
|
2017
Q3 | $1.24M | Buy |
25,126
+12,979
| +107% | +$642K | 0.19% | 76 |
|
|
2017
Q2 | $542K | Sell |
12,147
-100,360
| -89% | -$4.48M | 0.16% | 125 |
|
|
2017
Q1 | $5.48M | Sell |
112,507
-827
| -0.7% | -$40.3K | 1.79% | 11 |
|
|
2016
Q4 | $6.05M | Buy |
+113,334
| New | +$6.05M | 2.2% | 3 |
|