Tortoise 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 | $185K | Buy |
4,266
+221
| +5% | +$9.56K | 0.02% | 227 |
|
|
2025
Q1 | $183K | Buy |
4,045
+21
| +0.5% | +$953 | 0.02% | 223 |
|
|
2024
Q4 | $161K | Sell |
4,024
-192
| -5% | -$7.68K | 0.02% | 251 |
|
|
2024
Q3 | $189K | Sell |
4,216
-361
| -8% | -$16.2K | 0.02% | 234 |
|
|
2024
Q2 | $189K | Sell |
4,577
-26
| -0.6% | -$1.07K | 0.02% | 215 |
|
|
2024
Q1 | $193K | Buy |
4,603
+20
| +0.4% | +$839 | 0.02% | 215 |
|
|
2023
Q4 | $173K | Buy |
4,583
+411
| +10% | +$15.5K | 0.02% | 222 |
|
|
2023
Q3 | $135K | Buy |
4,172
+193
| +5% | +$6.26K | 0.02% | 243 |
|
|
2023
Q2 | $148K | Buy |
3,979
+1,100
| +38% | +$40.9K | 0.02% | 235 |
|
|
2023
Q1 | $112K | Hold |
2,879
| – | – | 0.02% | 255 |
|
|
2022
Q4 | $113K | Sell |
2,879
-1,394
| -33% | -$54.9K | 0.02% | 253 |
|
|
2022
Q3 | $162K | Buy |
4,273
+1,121
| +36% | +$42.5K | 0.03% | 198 |
|
|
2022
Q2 | $160K | Hold |
3,152
| – | – | 0.03% | 186 |
|
|
2022
Q1 | $161K | Sell |
3,152
-293
| -9% | -$15K | 0.03% | 196 |
|
|
2021
Q4 | $179K | Buy |
3,445
+403
| +13% | +$20.9K | 0.03% | 173 |
|
|
2021
Q3 | $164K | Hold |
3,042
| – | – | 0.03% | 171 |
|
|
2021
Q2 | $170K | Hold |
3,042
| – | – | 0.04% | 167 |
|
|
2021
Q1 | $177K | Buy |
3,042
+1,720
| +130% | +$100K | 0.04% | 157 |
|
|
2020
Q4 | $78K | Buy |
1,322
+40
| +3% | +$2.36K | 0.02% | 203 |
|
|
2020
Q3 | $76K | Buy |
1,282
+100
| +8% | +$5.93K | 0.02% | 199 |
|
|
2020
Q2 | $65K | Sell |
1,182
-896
| -43% | -$49.3K | 0.02% | 203 |
|
|
2020
Q1 | $112K | Sell |
2,078
-452
| -18% | -$24.4K | 0.03% | 163 |
|
|
2019
Q4 | $155K | Buy |
2,530
+31
| +1% | +$1.9K | 0.04% | 158 |
|
|
2019
Q3 | $151K | Sell |
2,499
-30
| -1% | -$1.81K | 0.04% | 155 |
|
|
2019
Q2 | $144K | Hold |
2,529
| – | – | 0.04% | 160 |
|
|
2019
Q1 | $150K | Buy |
2,529
+269
| +12% | +$16K | 0.04% | 155 |
|
|
2018
Q4 | $127K | Buy |
2,260
+148
| +7% | +$8.32K | 0.03% | 160 |
|
|
2018
Q3 | $113K | Hold |
2,112
| – | – | 0.03% | 178 |
|
|
2018
Q2 | $106K | Hold |
2,112
| – | – | 0.03% | 178 |
|
|
2018
Q1 | $101K | Hold |
2,112
| – | – | 0.03% | 179 |
|
|
2017
Q4 | $112K | Hold |
2,112
| – | – | 0.03% | 176 |
|
|
2017
Q3 | $105K | Sell |
2,112
-23
| -1% | -$1.14K | 0.03% | 177 |
|
|
2017
Q2 | $95K | Sell |
2,135
-227
| -10% | -$10.1K | 0.03% | 164 |
|
|
2017
Q1 | $115K | Sell |
2,362
-247
| -9% | -$12K | 0.04% | 135 |
|
|
2016
Q4 | $139K | Buy |
2,609
+680
| +35% | +$36.2K | 0.05% | 125 |
|
|
2016
Q3 | $100K | Buy |
1,929
+338
| +21% | +$17.5K | 0.03% | 138 |
|
|
2016
Q2 | $89K | Hold |
1,591
| – | – | 0.03% | 153 |
|
|
2016
Q1 | $86K | Hold |
1,591
| – | – | 0.03% | 154 |
|
|
2015
Q4 | $74K | Hold |
1,591
| – | – | 0.03% | 175 |
|
|
2015
Q3 | $69K | Sell |
1,591
-500
| -24% | -$21.7K | 0.03% | 177 |
|
|
2015
Q2 | $97K | Hold |
2,091
| – | – | 0.04% | 162 |
|
|
2015
Q1 | $102K | Buy |
2,091
+950
| +83% | +$46.3K | 0.04% | 155 |
|
|
2014
Q4 | $53K | Buy |
1,141
+344
| +43% | +$16K | 0.02% | 209 |
|
|
2014
Q3 | $40K | Hold |
797
| – | – | 0.02% | 223 |
|
|
2014
Q2 | $39K | Buy |
797
+767
| +2,557% | +$37.5K | 0.02% | 228 |
|
|
2014
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 336 |
|
|
2013
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 311 |
|
|
2013
Q3 | $1K | Sell |
30
-110
| -79% | -$3.67K | ﹤0.01% | 324 |
|
|
2013
Q2 | $7K | Buy |
+140
| New | +$7K | ﹤0.01% | 255 |
|