SVB Wealth’s Verizon VZ Stock Holding History

SVB Wealth’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
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%	-$140K	0.16%	78
2024 Q4	$3.46M	Buy	+86,454	New	+$3.46M	0.06%	177
2024 Q3	–	Sell	-91,206	Closed	-$3.76M	–	620
2024 Q2	$3.76M	Sell	91,206 -6,785	-7%	-$280K	0.09%	174
2024 Q1	$4.11M	Buy	97,991 +3,086	+3%	+$129K	0.09%	181
2023 Q4	$3.58M	Sell	94,905 -760	-0.8%	-$28.7K	0.09%	184
2023 Q3	$3.1M	Sell	95,665 -14,677	-13%	-$476K	0.07%	182
2023 Q2	$4.1M	Sell	110,342 -2,338	-2%	-$87K	0.07%	170
2023 Q1	$4.38M	Sell	112,680 -12,972	-10%	-$504K	0.06%	182
2022 Q4	$4.95M	Sell	125,652 -33,454	-21%	-$1.32M	0.07%	176
2022 Q3	$6.04M	Buy	159,106 +64,401	+68%	+$2.45M	0.09%	153
2022 Q2	$4.81M	Sell	94,705 -6,713	-7%	-$341K	0.07%	153
2022 Q1	$5.17M	Sell	101,418 -18,087	-15%	-$921K	0.07%	149
2021 Q4	$6.21M	Sell	119,505 -15,996	-12%	-$831K	0.1%	134
2021 Q3	$7.32M	Sell	135,501 -9,472	-7%	-$512K	0.09%	139
2021 Q2	$8.12M	Sell	144,973 -40,836	-22%	-$2.29M	0.1%	131
2021 Q1	$10.8M	Sell	185,809 -160,994	-46%	-$9.36M	0.15%	108
2020 Q4	$20.4M	Buy	346,803 +6,849	+2%	+$402K	0.3%	61
2020 Q3	$20.2M	Buy	339,954 +13,113	+4%	+$780K	0.33%	54
2020 Q2	$18M	Buy	326,841 +203,886	+166%	+$11.2M	0.33%	55
2020 Q1	$6.61M	Sell	122,955 -4,362	-3%	-$234K	0.16%	95
2019 Q4	$7.82M	Sell	127,317 -3,832	-3%	-$235K	0.14%	113
2019 Q3	$7.92M	Sell	131,149 -19,649	-13%	-$1.19M	0.16%	104
2019 Q2	$8.62M	Sell	150,798 -20,470	-12%	-$1.17M	0.29%	93
2019 Q1	$10.1M	Sell	171,268 -85,989	-33%	-$5.08M	0.4%	71
2018 Q4	$14.5M	Sell	257,257 -53,257	-17%	-$2.99M	0.62%	53
2018 Q3	$16.6M	Sell	310,514 -132,636	-30%	-$7.08M	0.59%	57
2018 Q2	$22.3M	Sell	443,150 -35,196	-7%	-$1.77M	0.85%	37
2018 Q1	$22.9M	Sell	478,346 -1,473	-0.3%	-$70.4K	0.88%	35
2017 Q4	$25.4M	Sell	479,819 -5,208	-1%	-$276K	0.96%	30
2017 Q3	$24M	Buy	485,027 +1,715	+0.4%	+$84.9K	0.92%	31
2017 Q2	$21.6M	Sell	483,312 -24,179	-5%	-$1.08M	0.85%	36
2017 Q1	$24.7M	Buy	507,491 +17,057	+3%	+$832K	0.99%	27
2016 Q4	$26.2M	Buy	490,434 +62,664	+15%	+$3.34M	1.08%	19
2016 Q3	$22.2M	Buy	427,770 +13,967	+3%	+$726K	0.9%	31
2016 Q2	$23.1M	Sell	413,803 -8,969	-2%	-$501K	0.94%	25
2016 Q1	$22.9M	Buy	422,772 +1,331	+0.3%	+$72K	0.93%	28
2015 Q4	$19.5M	Sell	421,441 -22,809	-5%	-$1.05M	0.77%	37
2015 Q3	$19.3M	Sell	444,250 -31,902	-7%	-$1.39M	0.75%	37
2015 Q2	$22.2M	Sell	476,152 -13,496	-3%	-$629K	0.73%	36
2015 Q1	$23.8M	Buy	489,648 +19,483	+4%	+$947K	0.77%	36
2014 Q4	$22M	Buy	+470,165	New	+$22M	0.71%	44