Waldron Private Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Sell |
14,836
-250
| -2% | -$10.8K | 0.03% | 173 |
|
|
2025
Q1 | $684K | Sell |
15,086
-9,929
| -40% | -$450K | 0.03% | 159 |
|
|
2024
Q4 | $1M | Buy |
25,015
+2,184
| +10% | +$87.3K | 0.04% | 167 |
|
|
2024
Q3 | $1.03M | Buy |
22,831
+752
| +3% | +$33.8K | 0.04% | 159 |
|
|
2024
Q2 | $911K | Sell |
22,079
-3,130
| -12% | -$129K | 0.04% | 165 |
|
|
2024
Q1 | $1.06M | Buy |
25,209
+3,146
| +14% | +$132K | 0.05% | 156 |
|
|
2023
Q4 | $832K | Buy |
22,063
+2,884
| +15% | +$109K | 0.04% | 175 |
|
|
2023
Q3 | $622K | Sell |
19,179
-4,057
| -17% | -$131K | 0.03% | 195 |
|
|
2023
Q2 | $864K | Sell |
23,236
-1,343
| -5% | -$49.9K | 0.04% | 166 |
|
|
2023
Q1 | $956K | Sell |
24,579
-2,489
| -9% | -$96.8K | 0.05% | 170 |
|
|
2022
Q4 | $1.03M | Hold |
27,068
| – | – | 0.06% | 152 |
|
|
2022
Q3 | $1.03M | Buy |
27,068
+2,036
| +8% | +$77.2K | 0.06% | 152 |
|
|
2022
Q2 | $1.27M | Buy |
25,032
+707
| +3% | +$35.9K | 0.07% | 148 |
|
|
2022
Q1 | $1.24M | Buy |
24,325
+1,224
| +5% | +$62.3K | 0.06% | 156 |
|
|
2021
Q4 | $1.2M | Sell |
23,101
-390
| -2% | -$20.3K | 0.06% | 154 |
|
|
2021
Q3 | $1.27M | Buy |
23,491
+3,234
| +16% | +$175K | 0.07% | 128 |
|
|
2021
Q2 | $1.14M | Buy |
20,257
+335
| +2% | +$18.8K | 0.07% | 131 |
|
|
2021
Q1 | $1.16M | Sell |
19,922
-544
| -3% | -$31.6K | 0.08% | 116 |
|
|
2020
Q4 | $1.2M | Sell |
20,466
-1,884
| -8% | -$111K | 0.09% | 115 |
|
|
2020
Q3 | $1.33M | Sell |
22,350
-609
| -3% | -$36.2K | 0.11% | 104 |
|
|
2020
Q2 | $1.27M | Sell |
22,959
-54
| -0.2% | -$2.98K | 0.11% | 102 |
|
|
2020
Q1 | $1.24M | Sell |
23,013
-13,202
| -36% | -$709K | 0.13% | 90 |
|
|
2019
Q4 | $2.22M | Sell |
36,215
-116
| -0.3% | -$7.12K | 0.2% | 68 |
|
|
2019
Q3 | $2.19M | Sell |
36,331
-4,881
| -12% | -$294K | 0.22% | 66 |
|
|
2019
Q2 | $2.35M | Sell |
41,212
-1,936
| -4% | -$111K | 0.25% | 46 |
|
|
2019
Q1 | $2.55M | Buy |
43,148
+7,209
| +20% | +$426K | 0.29% | 46 |
|
|
2018
Q4 | $2.02M | Buy |
35,939
+11,657
| +48% | +$655K | 0.29% | 45 |
|
|
2018
Q3 | $1.3M | Buy |
24,282
+2,049
| +9% | +$109K | 0.25% | 42 |
|
|
2018
Q2 | $1.12M | Buy |
22,233
+395
| +2% | +$19.9K | 0.24% | 43 |
|
|
2018
Q1 | $1.04M | Buy |
21,838
+4,100
| +23% | +$196K | 0.24% | 44 |
|
|
2017
Q4 | $938K | Sell |
17,738
-364
| -2% | -$19.2K | 0.22% | 43 |
|
|
2017
Q3 | $895K | Buy |
18,102
+3,124
| +21% | +$154K | 0.25% | 41 |
|
|
2017
Q2 | $668K | Sell |
14,978
-8,255
| -36% | -$368K | 0.21% | 46 |
|
|
2017
Q1 | $1.12M | Buy |
23,233
+5,924
| +34% | +$287K | 0.28% | 46 |
|
|
2016
Q4 | $923K | Sell |
17,309
-2,332
| -12% | -$124K | 0.32% | 38 |
|
|
2016
Q3 | $1.01M | Sell |
19,641
-4,292
| -18% | -$220K | 0.36% | 31 |
|
|
2016
Q2 | $1.31M | Sell |
23,933
-13,636
| -36% | -$746K | 0.48% | 24 |
|
|
2016
Q1 | $1.86M | Buy |
37,569
+19,015
| +102% | +$943K | 0.7% | 19 |
|
|
2015
Q4 | $858K | Buy |
18,554
+9,334
| +101% | +$432K | 0.32% | 39 |
|
|
2015
Q3 | $405K | Buy |
9,220
+4,272
| +86% | +$188K | 0.17% | 56 |
|
|
2015
Q2 | $230K | Sell |
4,948
-666
| -12% | -$31K | 0.09% | 104 |
|
|
2015
Q1 | $273K | Buy |
5,614
+184
| +3% | +$8.95K | 0.11% | 77 |
|
|
2014
Q4 | $254K | Buy |
+5,430
| New | +$254K | 0.11% | 88 |
|