Waverly Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
270,343
+6,150
| +2% | +$266K | 0.13% | 168 |
|
|
2025
Q1 | $12M | Buy |
264,193
+13,672
| +5% | +$620K | 0.15% | 151 |
|
|
2024
Q4 | $10M | Buy |
250,521
+108,516
| +76% | +$4.34M | 0.15% | 141 |
|
|
2024
Q3 | $6.38M | Buy |
142,005
+6,617
| +5% | +$297K | 0.12% | 163 |
|
|
2024
Q2 | $5.58M | Buy |
135,388
+97,955
| +262% | +$4.04M | 0.11% | 168 |
|
|
2024
Q1 | $1.57M | Buy |
37,433
+14,012
| +60% | +$588K | 0.04% | 296 |
|
|
2023
Q4 | $883K | Sell |
23,421
-3,511
| -13% | -$132K | 0.03% | 235 |
|
|
2023
Q3 | $873K | Buy |
26,932
+8,526
| +46% | +$276K | 0.04% | 209 |
|
|
2023
Q2 | $685K | Buy |
18,406
+1,784
| +11% | +$66.3K | 0.03% | 213 |
|
|
2023
Q1 | $646K | Sell |
16,622
-3,736
| -18% | -$145K | 0.03% | 167 |
|
|
2022
Q4 | $802K | Buy |
20,358
+5,358
| +36% | +$211K | 0.04% | 143 |
|
|
2022
Q3 | $570K | Buy |
15,000
+4,975
| +50% | +$189K | 0.04% | 147 |
|
|
2022
Q2 | $508K | Buy |
10,025
+1,618
| +19% | +$82K | 0.05% | 127 |
|
|
2022
Q1 | $429K | Sell |
8,407
-158
| -2% | -$8.06K | 0.04% | 130 |
|
|
2021
Q4 | $457K | Sell |
8,565
-679
| -7% | -$36.2K | 0.04% | 127 |
|
|
2021
Q3 | $485K | Buy |
9,244
+1,097
| +13% | +$57.6K | 0.04% | 126 |
|
|
2021
Q2 | $456K | Buy |
8,147
+1,653
| +25% | +$92.5K | 0.04% | 123 |
|
|
2021
Q1 | $369K | Buy |
6,494
+1,704
| +36% | +$96.8K | 0.04% | 120 |
|
|
2020
Q4 | $262K | Sell |
4,790
-613
| -11% | -$33.5K | 0.03% | 127 |
|
|
2020
Q3 | $308K | Sell |
5,403
-59
| -1% | -$3.36K | 0.04% | 112 |
|
|
2020
Q2 | $320K | Buy |
5,462
+302
| +6% | +$17.7K | 0.04% | 110 |
|
|
2020
Q1 | $277K | Buy |
5,160
+1,086
| +27% | +$58.3K | 0.05% | 109 |
|
|
2019
Q4 | $242K | Sell |
4,074
-64
| -2% | -$3.8K | 0.03% | 122 |
|
|
2019
Q3 | $250K | Buy |
+4,138
| New | +$250K | 0.04% | 114 |
|
|
2019
Q2 | – | Sell |
-3,519
| Closed | -$208K | – | 131 |
|
|
2019
Q1 | $208K | Buy |
+3,519
| New | +$208K | 0.03% | 117 |
|
|
2018
Q4 | – | Sell |
-8,074
| Closed | -$431K | – | 195 |
|
|
2018
Q3 | $431K | Sell |
8,074
-366
| -4% | -$19.5K | 0.06% | 129 |
|
|
2018
Q2 | $425K | Sell |
8,440
-1,231
| -13% | -$62K | 0.07% | 125 |
|
|
2018
Q1 | $462K | Sell |
9,671
-4,806
| -33% | -$230K | 0.07% | 119 |
|
|
2017
Q4 | $766K | Buy |
14,477
+1,509
| +12% | +$79.8K | 0.11% | 126 |
|
|
2017
Q3 | $642K | Sell |
12,968
-598
| -4% | -$29.6K | 0.14% | 122 |
|
|
2017
Q2 | $606K | Sell |
13,566
-2,631
| -16% | -$118K | 0.15% | 121 |
|
|
2017
Q1 | $790K | Buy |
16,197
+8,559
| +112% | +$417K | 0.21% | 88 |
|
|
2016
Q4 | $408K | Sell |
7,638
-249
| -3% | -$13.3K | 0.15% | 64 |
|
|
2016
Q3 | $410K | Buy |
7,887
+1,805
| +30% | +$93.8K | 0.17% | 52 |
|
|
2016
Q2 | $340K | Buy |
6,082
+29
| +0.5% | +$1.62K | 0.15% | 56 |
|
|
2016
Q1 | $327K | Sell |
6,053
-1,320
| -18% | -$71.3K | 0.2% | 54 |
|
|
2015
Q4 | $341K | Buy |
7,373
+3,490
| +90% | +$161K | 0.15% | 79 |
|
|
2015
Q3 | $169K | Buy |
3,883
+95
| +3% | +$4.14K | 0.12% | 57 |
|
|
2015
Q2 | $177K | Sell |
3,788
-224
| -6% | -$10.5K | 0.11% | 56 |
|
|
2015
Q1 | $195K | Buy |
4,012
+1,380
| +52% | +$67.1K | 0.1% | 49 |
|
|
2014
Q4 | $123K | Sell |
2,632
-7,271
| -73% | -$340K | 0.06% | 68 |
|
|
2014
Q3 | $495K | Buy |
9,903
+12
| +0.1% | +$600 | 0.27% | 41 |
|
|
2014
Q2 | $484K | Buy |
9,891
+760
| +8% | +$37.2K | 0.2% | 51 |
|
|
2014
Q1 | $434K | Sell |
9,131
-1,322
| -13% | -$62.8K | 0.2% | 53 |
|
|
2013
Q4 | $514K | Buy |
10,453
+6,400
| +158% | +$315K | 0.18% | 60 |
|
|
2013
Q3 | $189K | Buy |
4,053
+2
| +0% | +$93 | 0.1% | 106 |
|
|
2013
Q2 | $204K | Buy |
+4,051
| New | +$204K | 0.12% | 92 |
|