Welch & Forbes’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.5M | Buy |
727,059
+1,169
| +0.2% | +$50.6K | 0.39% | 65 |
|
|
2025
Q1 | $32.9M | Sell |
725,890
-7,180
| -1% | -$326K | 0.43% | 63 |
|
|
2024
Q4 | $29.3M | Sell |
733,070
-18,495
| -2% | -$740K | 0.38% | 66 |
|
|
2024
Q3 | $33.8M | Buy |
751,565
+3,206
| +0.4% | +$144K | 0.43% | 63 |
|
|
2024
Q2 | $30.9M | Buy |
748,359
+5,769
| +0.8% | +$238K | 0.41% | 64 |
|
|
2024
Q1 | $31.2M | Buy |
742,590
+32,406
| +5% | +$1.36M | 0.43% | 62 |
|
|
2023
Q4 | $26.8M | Sell |
710,184
-95,962
| -12% | -$3.62M | 0.4% | 62 |
|
|
2023
Q3 | $26.1M | Sell |
806,146
-5,687
| -0.7% | -$184K | 0.43% | 62 |
|
|
2023
Q2 | $30.2M | Buy |
811,833
+8,515
| +1% | +$317K | 0.48% | 57 |
|
|
2023
Q1 | $31.2M | Buy |
803,318
+34,519
| +4% | +$1.34M | 0.53% | 52 |
|
|
2022
Q4 | $30.3M | Buy |
768,799
+11,742
| +2% | +$463K | 0.54% | 51 |
|
|
2022
Q3 | $28.7M | Buy |
757,057
+17,898
| +2% | +$680K | 0.56% | 50 |
|
|
2022
Q2 | $37.5M | Buy |
739,159
+12,890
| +2% | +$654K | 0.69% | 44 |
|
|
2022
Q1 | $37M | Buy |
726,269
+34,677
| +5% | +$1.77M | 0.58% | 49 |
|
|
2021
Q4 | $35.9M | Buy |
691,592
+17,623
| +3% | +$916K | 0.54% | 50 |
|
|
2021
Q3 | $36.4M | Buy |
673,969
+33,108
| +5% | +$1.79M | 0.6% | 47 |
|
|
2021
Q2 | $35.9M | Buy |
640,861
+37,860
| +6% | +$2.12M | 0.61% | 48 |
|
|
2021
Q1 | $35.1M | Buy |
603,001
+103,249
| +21% | +$6M | 0.65% | 45 |
|
|
2020
Q4 | $29.4M | Buy |
499,752
+24,431
| +5% | +$1.44M | 0.57% | 50 |
|
|
2020
Q3 | $28.3M | Buy |
475,321
+29,049
| +7% | +$1.73M | 0.61% | 49 |
|
|
2020
Q2 | $24.6M | Buy |
446,272
+19,147
| +4% | +$1.06M | 0.58% | 51 |
|
|
2020
Q1 | $23M | Buy |
427,125
+14,630
| +4% | +$786K | 0.64% | 48 |
|
|
2019
Q4 | $25.3M | Buy |
412,495
+374
| +0.1% | +$23K | 0.56% | 54 |
|
|
2019
Q3 | $24.9M | Buy |
412,121
+8,829
| +2% | +$533K | 0.59% | 53 |
|
|
2019
Q2 | $23M | Sell |
403,292
-278
| -0.1% | -$15.9K | 0.56% | 54 |
|
|
2019
Q1 | $23.9M | Buy |
403,570
+160
| +0% | +$9.46K | 0.6% | 52 |
|
|
2018
Q4 | $22.7M | Buy |
403,410
+4,684
| +1% | +$263K | 0.64% | 50 |
|
|
2018
Q3 | $21.3M | Sell |
398,726
-228
| -0.1% | -$12.2K | 0.51% | 62 |
|
|
2018
Q2 | $20.1M | Sell |
398,954
-6,438
| -2% | -$324K | 0.52% | 62 |
|
|
2018
Q1 | $19.4M | Sell |
405,392
-2,386
| -0.6% | -$114K | 0.5% | 67 |
|
|
2017
Q4 | $21.6M | Sell |
407,778
-14,983
| -4% | -$793K | 0.58% | 61 |
|
|
2017
Q3 | $20.9M | Sell |
422,761
-10,223
| -2% | -$506K | 0.55% | 67 |
|
|
2017
Q2 | $19.3M | Sell |
432,984
-47,987
| -10% | -$2.14M | 0.54% | 68 |
|
|
2017
Q1 | $23.4M | Buy |
480,971
+8,422
| +2% | +$411K | 0.67% | 55 |
|
|
2016
Q4 | $25.2M | Buy |
472,549
+9,113
| +2% | +$486K | 0.75% | 43 |
|
|
2016
Q3 | $24.1M | Sell |
463,436
-12,845
| -3% | -$668K | 0.83% | 38 |
|
|
2016
Q2 | $26.6M | Buy |
476,281
+2,662
| +0.6% | +$149K | 0.81% | 41 |
|
|
2016
Q1 | $25.6M | Buy |
473,619
+6,523
| +1% | +$353K | 0.8% | 43 |
|
|
2015
Q4 | $21.6M | Buy |
467,096
+3,612
| +0.8% | +$167K | 0.69% | 49 |
|
|
2015
Q3 | $20.2M | Buy |
463,484
+10,998
| +2% | +$479K | 0.67% | 53 |
|
|
2015
Q2 | $21.1M | Buy |
452,486
+5,779
| +1% | +$269K | 0.66% | 51 |
|
|
2015
Q1 | $21.7M | Buy |
446,707
+6,213
| +1% | +$302K | 0.65% | 54 |
|
|
2014
Q4 | $20.6M | Buy |
440,494
+16,463
| +4% | +$770K | 0.61% | 58 |
|
|
2014
Q3 | $21.2M | Buy |
424,031
+10,188
| +2% | +$509K | 0.65% | 56 |
|
|
2014
Q2 | $20.2M | Buy |
413,843
+10,172
| +3% | +$498K | 0.64% | 57 |
|
|
2014
Q1 | $19.2M | Buy |
403,671
+11,072
| +3% | +$527K | 0.61% | 60 |
|
|
2013
Q4 | $19.3M | Buy |
392,599
+4,497
| +1% | +$221K | 0.61% | 63 |
|
|
2013
Q3 | $18.1M | Buy |
388,102
+9,023
| +2% | +$421K | 0.61% | 59 |
|
|
2013
Q2 | $19.1M | Buy |
+379,079
| New | +$19.1M | 0.68% | 56 |
|