Univest Financial’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.75M Sell
40,473
-168
-0.4% -$7.27K 0.11% 115
2025
Q1
$1.84M Buy
40,641
+1,769
+5% +$80.2K 0.12% 122
2024
Q4
$1.55M Buy
38,872
+311
+0.8% +$12.4K 0.1% 132
2024
Q3
$1.73M Buy
38,561
+29,176
+311% +$1.31M 0.11% 119
2024
Q2
$387K Sell
9,385
-58
-0.6% -$2.39K 0.11% 86
2024
Q1
$396K Buy
9,443
+59
+0.6% +$2.48K 0.11% 73
2023
Q4
$354K Sell
9,384
-544
-5% -$20.5K 0.1% 82
2023
Q3
$322K Sell
9,928
-5,207
-34% -$169K 0.11% 77
2023
Q2
$563K Buy
15,135
+357
+2% +$13.3K 0.17% 58
2023
Q1
$575K Buy
14,778
+4,793
+48% +$186K 0.18% 58
2022
Q4
$393K Sell
9,985
-2,045
-17% -$80.6K 0.12% 75
2022
Q3
$457K Sell
12,030
-2,963
-20% -$113K 0.15% 72
2022
Q2
$761K Sell
14,993
-1,433
-9% -$72.7K 0.25% 53
2022
Q1
$837K Sell
16,426
-54,445
-77% -$2.77M 0.24% 51
2021
Q4
$3.68M Sell
70,871
-3,049
-4% -$158K 0.94% 41
2021
Q3
$3.99M Buy
73,920
+2,697
+4% +$146K 1.11% 37
2021
Q2
$3.99M Sell
71,223
-3,238
-4% -$181K 1.1% 39
2021
Q1
$4.33M Buy
74,461
+7,857
+12% +$457K 1.22% 38
2020
Q4
$3.91M Buy
66,604
+254
+0.4% +$14.9K 1.14% 37
2020
Q3
$3.95M Sell
66,350
-3,822
-5% -$227K 1.25% 30
2020
Q2
$3.87M Buy
70,172
+2,044
+3% +$113K 1.28% 30
2020
Q1
$3.66M Buy
68,128
+6,180
+10% +$332K 1.45% 24
2019
Q4
$3.31M Sell
61,948
-4,172
-6% -$223K 1.4% 32
2019
Q3
$3.99M Buy
66,120
+557
+0.8% +$33.6K 1.28% 34
2019
Q2
$3.75M Sell
65,563
-1,117
-2% -$63.8K 1.19% 34
2019
Q1
$3.94M Sell
66,680
-2,778
-4% -$164K 1.29% 32
2018
Q4
$3.91M Buy
69,458
+19,646
+39% +$1.1M 1.44% 22
2018
Q3
$2.66M Sell
49,812
-1,995
-4% -$106K 0.81% 51
2018
Q2
$2.61M Sell
51,807
-1,787
-3% -$89.9K 1.04% 47
2018
Q1
$2.56M Sell
53,594
-3,310
-6% -$158K 1.11% 42
2017
Q4
$3.01M Buy
56,904
+170
+0.3% +$9K 1.21% 43
2017
Q3
$2.81M Buy
56,734
+366
+0.6% +$18.1K 1.19% 43
2017
Q2
$2.52M Sell
56,368
-1,635
-3% -$73K 1.06% 48
2017
Q1
$2.83M Sell
58,003
-3,945
-6% -$192K 1.24% 45
2016
Q4
$3.31M Sell
61,948
-2,435
-4% -$130K 1.4% 32
2016
Q3
$3.35M Buy
64,383
+1,155
+2% +$60K 1.52% 28
2016
Q2
$3.53M Sell
63,228
-786
-1% -$43.9K 1.61% 24
2016
Q1
$3.46M Buy
64,014
+8,519
+15% +$461K 1.58% 27
2015
Q4
$2.57M Buy
55,495
+561
+1% +$25.9K 1.17% 43
2015
Q3
$2.39M Sell
54,934
-518
-0.9% -$22.5K 1.17% 44
2015
Q2
$2.59M Sell
55,452
-488
-0.9% -$22.7K 1.19% 47
2015
Q1
$2.72M Sell
55,940
-2,578
-4% -$125K 1.22% 45
2014
Q4
$2.74M Sell
58,518
-102
-0.2% -$4.77K 1.2% 46
2014
Q3
$2.93M Sell
58,620
-1,754
-3% -$87.7K 1.37% 38
2014
Q2
$2.95M Buy
60,374
+376
+0.6% +$18.4K 1.39% 39
2014
Q1
$2.85M Buy
59,998
+3,384
+6% +$161K 1.42% 39
2013
Q4
$2.78M Sell
56,614
-6,339
-10% -$311K 1.37% 43
2013
Q3
$2.94M Sell
62,953
-1,375
-2% -$64.2K 1.57% 28
2013
Q2
$3.24M Buy
+64,328
New +$3.24M 1.77% 14