Valley Wealth Managers’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.3M | Sell |
538,969
-10,526
| -2% | -$455K | 1.68% | 15 |
|
|
2025
Q1 | $24.9M | Buy |
549,495
+24,427
| +5% | +$1.11M | 1.89% | 11 |
|
|
2024
Q4 | $21M | Sell |
525,068
-8,307
| -2% | -$332K | 1.57% | 21 |
|
|
2024
Q3 | $24M | Buy |
533,375
+3,747
| +0.7% | +$168K | 1.77% | 10 |
|
|
2024
Q2 | $21.8M | Buy |
529,628
+27,164
| +5% | +$1.12M | 1.74% | 10 |
|
|
2024
Q1 | $21.1M | Buy |
502,464
+15,825
| +3% | +$664K | 1.59% | 20 |
|
|
2023
Q4 | $18.3M | Buy |
486,639
+13,892
| +3% | +$524K | 1.43% | 30 |
|
|
2023
Q3 | $15.3M | Buy |
472,747
+20,006
| +4% | +$648K | 1.28% | 35 |
|
|
2023
Q2 | $16.8M | Buy |
452,741
+1,377
| +0.3% | +$51.2K | 1.51% | 33 |
|
|
2023
Q1 | $17.6M | Buy |
451,364
+126,905
| +39% | +$4.94M | 1.6% | 27 |
|
|
2022
Q4 | $12.8M | Sell |
324,459
-86,458
| -21% | -$3.41M | 1.19% | 38 |
|
|
2022
Q3 | $15.6M | Buy |
410,917
+8,984
| +2% | +$341K | 1.56% | 29 |
|
|
2022
Q2 | $20.4M | Buy |
401,933
+8,668
| +2% | +$440K | 1.91% | 12 |
|
|
2022
Q1 | $20M | Buy |
393,265
+17,920
| +5% | +$913K | 1.67% | 22 |
|
|
2021
Q4 | $19.5M | Buy |
375,345
+12,996
| +4% | +$675K | 1.56% | 27 |
|
|
2021
Q3 | $19.6M | Buy |
362,349
+1,920
| +0.5% | +$104K | 1.71% | 22 |
|
|
2021
Q2 | $20.2M | Buy |
360,429
+6,484
| +2% | +$363K | 1.71% | 24 |
|
|
2021
Q1 | $20.6M | Buy |
353,945
+17,399
| +5% | +$1.01M | 1.85% | 17 |
|
|
2020
Q4 | $19.8M | Sell |
336,546
-725
| -0.2% | -$42.6K | 1.93% | 13 |
|
|
2020
Q3 | $20.1M | Sell |
337,271
-5,276
| -2% | -$314K | 2.21% | 7 |
|
|
2020
Q2 | $18.9M | Sell |
342,547
-9,507
| -3% | -$524K | 2.12% | 9 |
|
|
2020
Q1 | $18.9M | Sell |
352,054
-1,806
| -0.5% | -$97K | 2.46% | 4 |
|
|
2019
Q4 | $21.7M | Buy |
353,860
+258
| +0.1% | +$15.8K | 2.17% | 6 |
|
|
2019
Q3 | $21.3M | Sell |
353,602
-5,950
| -2% | -$359K | 2.27% | 4 |
|
|
2019
Q2 | $20.5M | Buy |
359,552
+6,039
| +2% | +$345K | 2.18% | 8 |
|
|
2019
Q1 | $20.9M | Buy |
353,513
+17,212
| +5% | +$1.02M | 2.28% | 4 |
|
|
2018
Q4 | $18.9M | Sell |
336,301
-4,047
| -1% | -$228K | 2.47% | 5 |
|
|
2018
Q3 | $18.2M | Sell |
340,348
-3,052
| -0.9% | -$163K | 2.15% | 19 |
|
|
2018
Q2 | $17.3M | Buy |
343,400
+1,508
| +0.4% | +$75.9K | 2.11% | 22 |
|
|
2018
Q1 | $16.3M | Buy |
341,892
+17,311
| +5% | +$828K | 1.99% | 28 |
|
|
2017
Q4 | $17.2M | Sell |
324,581
-4,823
| -1% | -$255K | 2.07% | 26 |
|
|
2017
Q3 | $16.3M | Buy |
329,404
+13,397
| +4% | +$663K | 2.05% | 24 |
|
|
2017
Q2 | $14.1M | Buy |
316,007
+19,055
| +6% | +$851K | 1.89% | 34 |
|
|
2017
Q1 | $14.5M | Buy |
296,952
+17,444
| +6% | +$850K | 1.92% | 28 |
|
|
2016
Q4 | $14.9M | Buy |
279,508
+2,868
| +1% | +$153K | 2.13% | 15 |
|
|
2016
Q3 | $14.4M | Buy |
276,640
+5,796
| +2% | +$301K | 2.11% | 20 |
|
|
2016
Q2 | $15.1M | Buy |
270,844
+25,184
| +10% | +$1.41M | 2.3% | 8 |
|
|
2016
Q1 | $13.3M | Buy |
245,660
+4,104
| +2% | +$222K | 2.24% | 17 |
|
|
2015
Q4 | $11.2M | Sell |
241,556
-24,847
| -9% | -$1.15M | 2% | 30 |
|
|
2015
Q3 | $11.6M | Buy |
266,403
+13,853
| +5% | +$603K | 2.11% | 26 |
|
|
2015
Q2 | $11.8M | Buy |
252,550
+10,417
| +4% | +$486K | 2.05% | 26 |
|
|
2015
Q1 | $11.8M | Buy |
242,133
+19,774
| +9% | +$962K | 2.03% | 28 |
|
|
2014
Q4 | $10.4M | Sell |
222,359
-16,824
| -7% | -$787K | 1.86% | 35 |
|
|
2014
Q3 | $12M | Buy |
239,183
+3,823
| +2% | +$191K | 2.29% | 11 |
|
|
2014
Q2 | $11.5M | Buy |
235,360
+210,557
| +849% | +$10.3M | 2.19% | 18 |
|
|
2014
Q1 | $1.18M | Buy |
24,803
+2,160
| +10% | +$103K | 0.24% | 50 |
|
|
2013
Q4 | $1.11M | Buy |
22,643
+1,646
| +8% | +$80.9K | 0.23% | 49 |
|
|
2013
Q3 | $980K | Buy |
20,997
+2,715
| +15% | +$127K | 0.21% | 51 |
|
|
2013
Q2 | $921K | Buy |
+18,282
| New | +$921K | 0.21% | 54 |
|