SVB Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.76M | Sell |
34,966
-1,866
| -5% | -$86.5K | 0.12% | 143 |
|
|
2025
Q4 | $1.5M | Sell |
36,832
-10,906
| -23% | -$442K | 0.09% | 169 |
|
|
2025
Q3 | $2.1M | Sell |
47,738
-7,590
| -14% | -$329K | 0.11% | 148 |
|
|
2025
Q2 | $2.39M | Sell |
55,328
-28,032
| -34% | -$1.21M | 0.13% | 147 |
|
|
2025
Q1 | $3.78M | Sell |
83,360
-3,094
| -4% | -$129K | 0.16% | 78 |
|
|
2024
Q4 | $3.46M | Buy |
+86,454
| New | +$3.65M | 0.06% | 177 |
|
|
2024
Q3 | – | Sell |
-91,206
| Closed | -$3.76M | – | 620 |
|
|
2024
Q2 | $3.76M | Sell |
91,206
-6,785
| -7% | -$273K | 0.09% | 174 |
|
|
2024
Q1 | $4.11M | Buy |
97,991
+3,086
| +3% | +$124K | 0.09% | 181 |
|
|
2023
Q4 | $3.58M | Sell |
94,905
-760
| -0.8% | -$26.9K | 0.09% | 184 |
|
|
2023
Q3 | $3.1M | Sell |
95,665
-14,677
| -13% | -$496K | 0.07% | 182 |
|
|
2023
Q2 | $4.1M | Sell |
110,342
-2,338
| -2% | -$86.5K | 0.07% | 170 |
|
|
2023
Q1 | $4.38M | Sell |
112,680
-12,972
| -10% | -$512K | 0.06% | 182 |
|
|
2022
Q4 | $4.95M | Sell |
125,652
-33,454
| -21% | -$1.26M | 0.07% | 176 |
|
|
2022
Q3 | $6.04M | Buy |
159,106
+64,401
| +68% | +$2.87M | 0.09% | 153 |
|
|
2022
Q2 | $4.81M | Sell |
94,705
-6,713
| -7% | -$340K | 0.07% | 153 |
|
|
2022
Q1 | $5.17M | Sell |
101,418
-18,087
| -15% | -$958K | 0.07% | 149 |
|
|
2021
Q4 | $6.21M | Sell |
119,505
-15,996
| -12% | -$835K | 0.1% | 134 |
|
|
2021
Q3 | $7.32M | Sell |
135,501
-9,472
| -7% | -$524K | 0.09% | 139 |
|
|
2021
Q2 | $8.12M | Sell |
144,973
-40,836
| -22% | -$2.34M | 0.1% | 131 |
|
|
2021
Q1 | $10.8M | Sell |
185,809
-160,994
| -46% | -$9.09M | 0.15% | 108 |
|
|
2020
Q4 | $20.4M | Buy |
346,803
+6,849
| +2% | +$407K | 0.3% | 61 |
|
|
2020
Q3 | $20.2M | Buy |
339,954
+13,113
| +4% | +$762K | 0.33% | 54 |
|
|
2020
Q2 | $18M | Buy |
326,841
+203,886
| +166% | +$11.5M | 0.33% | 55 |
|
|
2020
Q1 | $6.61M | Sell |
122,955
-4,362
| -3% | -$250K | 0.16% | 95 |
|
|
2019
Q4 | $7.82M | Sell |
127,317
-3,832
| -3% | -$231K | 0.14% | 113 |
|
|
2019
Q3 | $7.92M | Sell |
131,149
-19,649
| -13% | -$1.13M | 0.16% | 104 |
|
|
2019
Q2 | $8.62M | Sell |
150,798
-20,470
| -12% | -$1.18M | 0.29% | 93 |
|
|
2019
Q1 | $10.1M | Sell |
171,268
-85,989
| -33% | -$4.87M | 0.4% | 71 |
|
|
2018
Q4 | $14.5M | Sell |
257,257
-53,257
| -17% | -$3.02M | 0.62% | 53 |
|
|
2018
Q3 | $16.6M | Sell |
310,514
-132,636
| -30% | -$7.02M | 0.59% | 57 |
|
|
2018
Q2 | $22.3M | Sell |
443,150
-35,196
| -7% | -$1.7M | 0.85% | 37 |
|
|
2018
Q1 | $22.9M | Sell |
478,346
-1,473
| -0.3% | -$74K | 0.88% | 35 |
|
|
2017
Q4 | $25.4M | Sell |
479,819
-5,208
| -1% | -$256K | 0.96% | 30 |
|
|
2017
Q3 | $24M | Buy |
485,027
+1,715
| +0.4% | +$80.7K | 0.92% | 31 |
|
|
2017
Q2 | $21.6M | Sell |
483,312
-24,179
| -5% | -$1.13M | 0.85% | 36 |
|
|
2017
Q1 | $24.7M | Buy |
507,491
+17,057
| +3% | +$856K | 0.99% | 27 |
|
|
2016
Q4 | $26.2M | Buy |
490,434
+62,664
| +15% | +$3.13M | 1.08% | 19 |
|
|
2016
Q3 | $22.2M | Buy |
427,770
+13,967
| +3% | +$750K | 0.9% | 31 |
|
|
2016
Q2 | $23.1M | Sell |
413,803
-8,969
| -2% | -$465K | 0.94% | 25 |
|
|
2016
Q1 | $22.9M | Buy |
422,772
+1,331
| +0.3% | +$66.6K | 0.93% | 28 |
|
|
2015
Q4 | $19.5M | Sell |
421,441
-22,809
| -5% | -$1.04M | 0.77% | 37 |
|
|
2015
Q3 | $19.3M | Sell |
444,250
-31,902
| -7% | -$1.47M | 0.75% | 37 |
|
|
2015
Q2 | $22.2M | Sell |
476,152
-13,496
| -3% | -$661K | 0.73% | 36 |
|
|
2015
Q1 | $23.8M | Buy |
489,648
+19,483
| +4% | +$940K | 0.77% | 36 |
|
|
2014
Q4 | $22M | Buy |
+470,165
| New | +$23M | 0.71% | 44 |
|
Other funds holding VZ
VCM
VPM
