SL
Summitry LLC’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.16M | Buy |
142,404
+6,351
| +5% | +$275K | 0.28% | 48 |
|
|
2025
Q1 | $6.17M | Buy |
136,053
+13,494
| +11% | +$612K | 0.31% | 43 |
|
|
2024
Q4 | $4.9M | Buy |
122,559
+13,278
| +12% | +$531K | 0.24% | 51 |
|
|
2024
Q3 | $4.91M | Buy |
109,281
+4,191
| +4% | +$188K | 0.23% | 52 |
|
|
2024
Q2 | $4.33M | Buy |
105,090
+4,436
| +4% | +$183K | 0.22% | 51 |
|
|
2024
Q1 | $4.22M | Buy |
100,654
+2,752
| +3% | +$115K | 0.22% | 50 |
|
|
2023
Q4 | $3.69M | Buy |
97,902
+3,363
| +4% | +$127K | 0.21% | 52 |
|
|
2023
Q3 | $3.06M | Buy |
94,539
+9,512
| +11% | +$308K | 0.2% | 51 |
|
|
2023
Q2 | $3.16M | Buy |
85,027
+4,353
| +5% | +$162K | 0.2% | 50 |
|
|
2023
Q1 | $3.14M | Buy |
80,674
+5,819
| +8% | +$226K | 0.21% | 51 |
|
|
2022
Q4 | $2.95M | Buy |
74,855
+8,277
| +12% | +$326K | 0.22% | 52 |
|
|
2022
Q3 | $2.53M | Buy |
66,578
+7,648
| +13% | +$290K | 0.19% | 54 |
|
|
2022
Q2 | $2.99M | Sell |
58,930
-3,453
| -6% | -$175K | 0.22% | 46 |
|
|
2022
Q1 | $3.18M | Buy |
62,383
+401
| +0.6% | +$20.4K | 0.19% | 52 |
|
|
2021
Q4 | $3.22M | Buy |
61,982
+2,444
| +4% | +$127K | 0.19% | 51 |
|
|
2021
Q3 | $3.22M | Sell |
59,538
-901
| -1% | -$48.7K | 0.2% | 46 |
|
|
2021
Q2 | $3.39M | Buy |
60,439
+4,179
| +7% | +$234K | 0.21% | 48 |
|
|
2021
Q1 | $3.27M | Buy |
56,260
+3,888
| +7% | +$226K | 0.21% | 49 |
|
|
2020
Q4 | $3.08M | Buy |
52,372
+1,830
| +4% | +$108K | 0.23% | 42 |
|
|
2020
Q3 | $3.01M | Buy |
50,542
+83
| +0.2% | +$4.94K | 0.24% | 44 |
|
|
2020
Q2 | $2.78M | Buy |
50,459
+3,997
| +9% | +$220K | 0.23% | 41 |
|
|
2020
Q1 | $2.5M | Buy |
46,462
+1,873
| +4% | +$101K | 0.23% | 38 |
|
|
2019
Q4 | $2.74M | Buy |
44,589
+3,143
| +8% | +$193K | 0.22% | 39 |
|
|
2019
Q3 | $2.5M | Buy |
41,446
+2,072
| +5% | +$125K | 0.2% | 42 |
|
|
2019
Q2 | $2.25M | Buy |
39,374
+2,228
| +6% | +$127K | 0.18% | 44 |
|
|
2019
Q1 | $2.2M | Buy |
37,146
+2,709
| +8% | +$160K | 0.19% | 40 |
|
|
2018
Q4 | $1.94M | Buy |
34,437
+2,083
| +6% | +$117K | 0.19% | 35 |
|
|
2018
Q3 | $1.73M | Buy |
32,354
+1,273
| +4% | +$68K | 0.15% | 44 |
|
|
2018
Q2 | $1.56M | Buy |
31,081
+2,218
| +8% | +$112K | 0.15% | 47 |
|
|
2018
Q1 | $1.38M | Buy |
28,863
+1,946
| +7% | +$93K | 0.13% | 50 |
|
|
2017
Q4 | $1.43M | Buy |
26,917
+2,208
| +9% | +$117K | 0.13% | 48 |
|
|
2017
Q3 | $1.22M | Buy |
24,709
+3,094
| +14% | +$153K | 0.11% | 51 |
|
|
2017
Q2 | $965K | Buy |
21,615
+1,686
| +8% | +$75.3K | 0.09% | 52 |
|
|
2017
Q1 | $972K | Sell |
19,929
-633
| -3% | -$30.9K | 0.09% | 49 |
|
|
2016
Q4 | $1.1M | Buy |
20,562
+997
| +5% | +$53.2K | 0.11% | 42 |
|
|
2016
Q3 | $1.02M | Buy |
19,565
+3,617
| +23% | +$188K | 0.1% | 47 |
|
|
2016
Q2 | $891K | Buy |
15,948
+4,221
| +36% | +$236K | 0.09% | 44 |
|
|
2016
Q1 | $634K | Buy |
11,727
+1,073
| +10% | +$58K | 0.07% | 46 |
|
|
2015
Q4 | $485K | Buy |
10,654
+2,310
| +28% | +$105K | 0.05% | 55 |
|
|
2015
Q3 | $363K | Buy |
8,344
+1,353
| +19% | +$58.9K | 0.04% | 56 |
|
|
2015
Q2 | $326K | Buy |
6,991
+276
| +4% | +$12.9K | 0.04% | 54 |
|
|
2015
Q1 | $327K | Hold |
6,715
| – | – | 0.04% | 51 |
|
|
2014
Q4 | $314K | Sell |
6,715
-1,888
| -22% | -$88.3K | 0.03% | 54 |
|
|
2014
Q3 | $430K | Buy |
8,603
+1,888
| +28% | +$94.4K | 0.05% | 48 |
|
|
2014
Q2 | $329K | Sell |
6,715
-300
| -4% | -$14.7K | 0.04% | 53 |
|
|
2014
Q1 | $319K | Sell |
7,015
-869
| -11% | -$39.5K | 0.04% | 56 |
|
|
2013
Q4 | $387K | Buy |
7,884
+701
| +10% | +$34.4K | 0.05% | 55 |
|
|
2013
Q3 | $335K | Buy |
7,183
+652
| +10% | +$30.4K | 0.05% | 55 |
|
|
2013
Q2 | $329K | Buy |
+6,531
| New | +$329K | 0.05% | 51 |
|