Waverton 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 | $867K | Sell |
20,042
-450
| -2% | -$19.5K | 0.01% | 74 |
|
|
2025
Q1 | $930K | Hold |
20,492
| – | – | 0.01% | 68 |
|
|
2024
Q4 | $820K | Sell |
20,492
-1,766
| -8% | -$70.7K | 0.01% | 72 |
|
|
2024
Q3 | $1,000K | Sell |
22,258
-1,553
| -7% | -$69.8K | 0.02% | 70 |
|
|
2024
Q2 | $983K | Sell |
23,811
-3,499
| -13% | -$144K | 0.02% | 70 |
|
|
2024
Q1 | $1.15M | Sell |
27,310
-2,818
| -9% | -$118K | 0.02% | 69 |
|
|
2023
Q4 | $1.14M | Sell |
30,128
-4,760
| -14% | -$179K | 0.03% | 66 |
|
|
2023
Q3 | $1.13M | Buy |
34,888
+3,867
| +12% | +$125K | 0.03% | 64 |
|
|
2023
Q2 | $1.15M | Sell |
31,021
-5,136
| -14% | -$191K | 0.03% | 66 |
|
|
2023
Q1 | $1.41M | Buy |
36,157
+35
| +0.1% | +$1.36K | 0.04% | 72 |
|
|
2022
Q4 | $1.42M | Sell |
36,122
-2,232
| -6% | -$87.9K | 0.05% | 71 |
|
|
2022
Q3 | $1.46M | Hold |
38,354
| – | – | 0.06% | 72 |
|
|
2022
Q2 | $1.95M | Sell |
38,354
-4,300
| -10% | -$218K | 0.08% | 66 |
|
|
2022
Q1 | $2.17M | Sell |
42,654
-2,280
| -5% | -$116K | 0.07% | 62 |
|
|
2021
Q4 | $2.34M | Sell |
44,934
-5,521
| -11% | -$287K | 0.07% | 59 |
|
|
2021
Q3 | $2.73M | Sell |
50,455
-2,496
| -5% | -$135K | 0.11% | 40 |
|
|
2021
Q2 | $2.97M | Sell |
52,951
-350
| -0.7% | -$19.6K | 0.12% | 40 |
|
|
2021
Q1 | $3.1M | Sell |
53,301
-3,783
| -7% | -$220K | 0.13% | 40 |
|
|
2020
Q4 | $3.35M | Sell |
57,084
-6,936
| -11% | -$407K | 0.15% | 41 |
|
|
2020
Q3 | $3.81M | Sell |
64,020
-2,138
| -3% | -$127K | 0.19% | 36 |
|
|
2020
Q2 | $3.65M | Buy |
66,158
+209
| +0.3% | +$11.5K | 0.2% | 35 |
|
|
2020
Q1 | $3.54M | Sell |
65,949
-4,865
| -7% | -$261K | 0.23% | 34 |
|
|
2019
Q4 | $4.35M | Sell |
70,814
-30,740
| -30% | -$1.89M | 0.22% | 33 |
|
|
2019
Q3 | $6.13M | Sell |
101,554
-5,762
| -5% | -$348K | 0.31% | 29 |
|
|
2019
Q2 | $6.13M | Sell |
107,316
-48,034
| -31% | -$2.74M | 0.31% | 25 |
|
|
2019
Q1 | $9.19M | Sell |
155,350
-20,083
| -11% | -$1.19M | 0.48% | 26 |
|
|
2018
Q4 | $9.86M | Sell |
175,433
-20,239
| -10% | -$1.14M | 0.6% | 23 |
|
|
2018
Q3 | $10.4M | Sell |
195,672
-18,123
| -8% | -$968K | 0.51% | 25 |
|
|
2018
Q2 | $10.8M | Sell |
213,795
-8,625
| -4% | -$434K | 0.63% | 23 |
|
|
2018
Q1 | $10.6M | Sell |
222,420
-8,264
| -4% | -$395K | 0.62% | 25 |
|
|
2017
Q4 | $12.2M | Sell |
230,684
-39,379
| -15% | -$2.08M | 0.71% | 24 |
|
|
2017
Q3 | $13.4M | Sell |
270,063
-32,060
| -11% | -$1.59M | 0.83% | 23 |
|
|
2017
Q2 | $13.5M | Sell |
302,123
-58,850
| -16% | -$2.63M | 0.88% | 25 |
|
|
2017
Q1 | $17.6M | Buy |
360,973
+117,835
| +48% | +$5.74M | 1.11% | 25 |
|
|
2016
Q4 | $13M | Sell |
243,138
-77,240
| -24% | -$4.12M | 0.85% | 28 |
|
|
2016
Q3 | $16.7M | Buy |
320,378
+1,219
| +0.4% | +$63.4K | 1.12% | 27 |
|
|
2016
Q2 | $17.8M | Sell |
319,159
-22,782
| -7% | -$1.27M | 1.34% | 25 |
|
|
2016
Q1 | $18.5M | Sell |
341,941
-13,552
| -4% | -$733K | 1.41% | 24 |
|
|
2015
Q4 | $16.5M | Sell |
355,493
-13,857
| -4% | -$645K | 1.25% | 25 |
|
|
2015
Q3 | $16.1M | Sell |
369,350
-63,803
| -15% | -$2.79M | 1.29% | 24 |
|
|
2015
Q2 | $20.2M | Sell |
433,153
-15,217
| -3% | -$711K | 1.5% | 22 |
|
|
2015
Q1 | $21.9M | Sell |
448,370
-33,580
| -7% | -$1.64M | 1.57% | 20 |
|
|
2014
Q4 | $22.6M | Sell |
481,950
-36,430
| -7% | -$1.71M | 1.56% | 22 |
|
|
2014
Q3 | $26M | Sell |
518,380
-75,117
| -13% | -$3.77M | 1.79% | 19 |
|
|
2014
Q2 | $29.1M | Sell |
593,497
-445,793
| -43% | -$21.8M | 1.9% | 18 |
|
|
2014
Q1 | $49.5M | Buy |
1,039,290
+752,670
| +263% | +$35.9M | 2.35% | 10 |
|
|
2013
Q4 | $14.1M | Hold |
286,620
| – | – | 0.72% | 33 |
|
|
2013
Q3 | $13.4M | Buy |
286,620
+238,650
| +497% | +$11.1M | 0.79% | 32 |
|
|
2013
Q2 | $2.42M | Buy |
+47,970
| New | +$2.42M | 0.21% | 52 |
|