Summit Securities Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Buy |
7,800
+3,900
| +100% | +$169K | 0.07% | 85 |
|
|
2025
Q1 | $177K | Sell |
3,900
-2,700
| -41% | -$122K | 0.03% | 92 |
|
|
2024
Q4 | $264K | Sell |
6,600
-19,700
| -75% | -$788K | 0.05% | 87 |
|
|
2024
Q3 | $1.18M | Sell |
26,300
-4,800
| -15% | -$216K | 0.31% | 20 |
|
|
2024
Q2 | $1.28M | Sell |
31,100
-32,600
| -51% | -$1.34M | 0.24% | 22 |
|
|
2024
Q1 | $2.67M | Buy |
63,700
+46,100
| +262% | +$1.93M | 0.44% | 9 |
|
|
2023
Q4 | $664K | Buy |
17,600
+4,000
| +29% | +$151K | 0.06% | 57 |
|
|
2023
Q3 | $441K | Buy |
13,600
+7,819
| +135% | +$254K | 0.05% | 49 |
|
|
2023
Q2 | $215K | Sell |
5,781
-1,235
| -18% | -$45.9K | 0.03% | 122 |
|
|
2023
Q1 | $273K | Sell |
7,016
-7,474
| -52% | -$291K | 0.02% | 94 |
|
|
2022
Q4 | $571K | Sell |
14,490
-4,599
| -24% | -$181K | 0.02% | 91 |
|
|
2022
Q3 | $725K | Buy |
19,089
+3,624
| +23% | +$138K | 0.05% | 105 |
|
|
2022
Q2 | $785K | Buy |
15,465
+235
| +2% | +$11.9K | 0.1% | 76 |
|
|
2022
Q1 | $776K | Buy |
15,230
+2,430
| +19% | +$124K | 0.09% | 86 |
|
|
2021
Q4 | $665K | Buy |
12,800
+8,172
| +177% | +$425K | 0.03% | 182 |
|
|
2021
Q3 | $250K | Sell |
4,628
-25,043
| -84% | -$1.35M | 0.02% | 275 |
|
|
2021
Q2 | $1.66M | Buy |
+29,671
| New | +$1.66M | 0.14% | 71 |
|
|
2021
Q1 | – | Sell |
-16,200
| Closed | -$952K | – | 426 |
|
|
2020
Q4 | $952K | Buy |
+16,200
| New | +$952K | 0.08% | 93 |
|
|
2020
Q3 | – | Sell |
-7,200
| Closed | -$397K | – | 275 |
|
|
2020
Q2 | $397K | Sell |
7,200
-4,300
| -37% | -$237K | 0.05% | 85 |
|
|
2020
Q1 | $618K | Sell |
11,500
-6,800
| -37% | -$365K | 0.11% | 54 |
|
|
2019
Q4 | $1.12M | Sell |
18,300
-8,000
| -30% | -$491K | 0.09% | 82 |
|
|
2019
Q3 | $1.59M | Buy |
26,300
+13,600
| +107% | +$821K | 0.14% | 36 |
|
|
2019
Q2 | $726K | Buy |
12,700
+8,000
| +170% | +$457K | 0.08% | 51 |
|
|
2019
Q1 | $278K | Sell |
4,700
-9,079
| -66% | -$537K | 0.05% | 77 |
|
|
2018
Q4 | $775K | Sell |
13,779
-4,632
| -25% | -$261K | 0.07% | 63 |
|
|
2018
Q3 | $983K | Buy |
18,411
+1,332
| +8% | +$71.1K | 0.37% | 44 |
|
|
2018
Q2 | $859K | Buy |
17,079
+8,179
| +92% | +$411K | 0.12% | 54 |
|
|
2018
Q1 | $426K | Buy |
+8,900
| New | +$426K | 0.1% | 48 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 204 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 234 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 328 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 351 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 261 |
|
|
2016
Q3 | – | Sell |
-19,200
| Closed | -$1.07M | – | 239 |
|
|
2016
Q2 | $1.07M | Buy |
+19,200
| New | +$1.07M | 0.57% | 37 |
|
|
2015
Q4 | – | Sell |
-10,700
| Closed | -$466K | – | 400 |
|
|
2015
Q3 | $466K | Sell |
10,700
-7,298
| -41% | -$318K | 0.34% | 40 |
|
|
2015
Q2 | $839K | Buy |
17,998
+16,998
| +1,700% | +$792K | 0.41% | 26 |
|
|
2015
Q1 | $49K | Sell |
1,000
-13,294
| -93% | -$651K | 0.04% | 144 |
|
|
2014
Q4 | $669K | Sell |
14,294
-46,040
| -76% | -$2.15M | 0.19% | 89 |
|
|
2014
Q3 | $3.02M | Buy |
60,334
+36,896
| +157% | +$1.84M | 0.87% | 30 |
|
|
2014
Q2 | $1.15M | Buy |
23,438
+20,838
| +801% | +$1.02M | 0.39% | 46 |
|
|
2014
Q1 | $124K | Sell |
2,600
-6,900
| -73% | -$329K | 0.07% | 121 |
|
|
2013
Q4 | $467K | Sell |
9,500
-19,300
| -67% | -$949K | 0.08% | 112 |
|
|
2013
Q3 | $1.34M | Sell |
28,800
-10,400
| -27% | -$485K | 0.46% | 35 |
|
|
2013
Q2 | $1.97M | Buy |
+39,200
| New | +$1.97M | 0.94% | 22 |
|