Tevis Investment Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-14,216
| Closed | -$568K | – | 111 |
|
2025
Q1 | $568K | Hold |
14,216
| – | – | 0.42% | 65 |
|
2024
Q4 | $568K | Sell |
14,216
-13,454
| -49% | -$538K | 0.42% | 65 |
|
2024
Q3 | $1.24M | Sell |
27,670
-8,255
| -23% | -$371K | 0.92% | 36 |
|
2024
Q2 | $1.48M | Sell |
35,925
-135
| -0.4% | -$5.57K | 1.19% | 27 |
|
2024
Q1 | $1.51M | Sell |
36,060
-2,455
| -6% | -$103K | 1.29% | 26 |
|
2023
Q4 | $1.45M | Sell |
38,515
-2,016
| -5% | -$76K | 1.34% | 25 |
|
2023
Q3 | $1.31M | Buy |
40,531
+6,352
| +19% | +$206K | 1.33% | 27 |
|
2023
Q2 | $1.27M | Buy |
34,179
+2,528
| +8% | +$94K | 1.24% | 28 |
|
2023
Q1 | $1.23M | Buy |
31,651
+1,116
| +4% | +$43.4K | 1.25% | 31 |
|
2022
Q4 | $1.2M | Sell |
30,535
-271
| -0.9% | -$10.7K | 1.28% | 31 |
|
2022
Q3 | $1.17M | Buy |
30,806
+1,685
| +6% | +$63.9K | 1.14% | 28 |
|
2022
Q2 | $1.48M | Buy |
29,121
+2,490
| +9% | +$126K | 1.42% | 18 |
|
2022
Q1 | $1.36M | Buy |
26,631
+1,337
| +5% | +$68.1K | 1.23% | 22 |
|
2021
Q4 | $1.31M | Buy |
+25,294
| New | +$1.31M | 1.14% | 19 |
|