Welch Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $49.7M | Buy |
1,147,934
+10,030
| +0.9% | +$434K | 2.08% | 27 |
|
2025
Q1 | $51.1M | Buy |
1,137,904
+63,474
| +6% | +$2.85M | 2.25% | 27 |
|
2024
Q4 | $42.5M | Sell |
1,074,430
-11,751
| -1% | -$465K | 1.92% | 30 |
|
2024
Q3 | $48.8M | Buy |
1,086,181
+21,544
| +2% | +$968K | 2.12% | 29 |
|
2024
Q2 | $43.9M | Buy |
1,064,637
+15,735
| +2% | +$649K | 2.11% | 29 |
|
2024
Q1 | $44M | Buy |
1,048,902
+11,684
| +1% | +$490K | 2.18% | 28 |
|
2023
Q4 | $39.1M | Buy |
1,037,218
+20,508
| +2% | +$773K | 2.11% | 28 |
|
2023
Q3 | $33M | Buy |
1,016,710
+56,565
| +6% | +$1.83M | 1.95% | 28 |
|
2023
Q2 | $35.7M | Buy |
960,145
+46,807
| +5% | +$1.74M | 2.05% | 28 |
|
2023
Q1 | $35.5M | Buy |
913,338
+198,304
| +28% | +$7.71M | 2.06% | 29 |
|
2022
Q4 | $28.2M | Sell |
715,034
-75,072
| -10% | -$2.96M | 1.61% | 30 |
|
2022
Q3 | $30M | Buy |
790,106
+57,403
| +8% | +$2.18M | 1.95% | 30 |
|
2022
Q2 | $37.2M | Buy |
732,703
+48,050
| +7% | +$2.44M | 2.27% | 26 |
|
2022
Q1 | $34.9M | Buy |
684,653
+68,136
| +11% | +$3.47M | 1.99% | 27 |
|
2021
Q4 | $32M | Buy |
616,517
+7,997
| +1% | +$416K | 1.87% | 29 |
|
2021
Q3 | $32.9M | Buy |
608,520
+15,359
| +3% | +$830K | 2.23% | 27 |
|
2021
Q2 | $33.2M | Buy |
593,161
+25,801
| +5% | +$1.45M | 2.27% | 29 |
|
2021
Q1 | $33M | Buy |
567,360
+17,293
| +3% | +$1.01M | 2.37% | 27 |
|
2020
Q4 | $32.3M | Buy |
550,067
+2,665
| +0.5% | +$157K | 2.59% | 20 |
|
2020
Q3 | $32.6M | Buy |
547,402
+7,869
| +1% | +$468K | 2.84% | 17 |
|
2020
Q2 | $29.7M | Buy |
539,533
+6,420
| +1% | +$354K | 2.78% | 18 |
|
2020
Q1 | $28.6M | Buy |
533,113
+42,010
| +9% | +$2.26M | 3.06% | 13 |
|
2019
Q4 | $30.2M | Buy |
491,103
+5,586
| +1% | +$343K | 2.97% | 18 |
|
2019
Q3 | $29.3M | Buy |
485,517
+5,481
| +1% | +$331K | 3.01% | 15 |
|
2019
Q2 | $27.4M | Sell |
480,036
-667
| -0.1% | -$38.1K | 2.93% | 19 |
|
2019
Q1 | $28.4M | Sell |
480,703
-6,905
| -1% | -$408K | 3.13% | 9 |
|
2018
Q4 | $27.4M | Sell |
487,608
-8,233
| -2% | -$463K | 3.36% | 3 |
|
2018
Q3 | $26.5K | Buy |
495,841
+10,373
| +2% | +$554 | 2.76% | 14 |
|
2018
Q2 | $24.4M | Buy |
485,468
+13,511
| +3% | +$680K | 3.04% | 11 |
|
2018
Q1 | $22.6M | Buy |
471,957
+115,323
| +32% | +$5.51M | 2.86% | 19 |
|
2017
Q4 | $18.9M | Buy |
356,634
+8,282
| +2% | +$438K | 2.93% | 14 |
|
2017
Q3 | $17.2M | Buy |
348,352
+13,617
| +4% | +$674K | 2.88% | 20 |
|
2017
Q2 | $14.9M | Buy |
334,735
+36,071
| +12% | +$1.61M | 2.49% | 28 |
|
2017
Q1 | $14.6M | Buy |
298,664
+10,191
| +4% | +$497K | 2.74% | 26 |
|
2016
Q4 | $15.4M | Buy |
288,473
+11,580
| +4% | +$618K | 3.01% | 14 |
|
2016
Q3 | $14.4M | Sell |
276,893
-3,567
| -1% | -$185K | 2.86% | 18 |
|
2016
Q2 | $15.7M | Sell |
280,460
-70,539
| -20% | -$3.94M | 3.19% | 11 |
|
2016
Q1 | $19M | Buy |
350,999
+3,257
| +0.9% | +$176K | 3.17% | 7 |
|
2015
Q4 | $16.1M | Buy |
347,742
+7,520
| +2% | +$348K | 2.89% | 19 |
|
2015
Q3 | $14.8M | Buy |
340,222
+11,716
| +4% | +$510K | 2.86% | 20 |
|
2015
Q2 | $15.3M | Buy |
328,506
+12,778
| +4% | +$596K | 2.9% | 14 |
|
2015
Q1 | $15.4K | Buy |
315,728
+15,778
| +5% | +$767 | 2.82% | 18 |
|
2014
Q4 | $14M | Buy |
299,950
+16,208
| +6% | +$758K | 2.71% | 24 |
|
2014
Q3 | $14.2M | Buy |
283,742
+8,801
| +3% | +$440K | 2.93% | 12 |
|
2014
Q2 | $13.5M | Buy |
274,941
+13,719
| +5% | +$671K | 2.79% | 18 |
|
2014
Q1 | $12.4M | Buy |
261,222
+14,997
| +6% | +$713K | 2.81% | 23 |
|
2013
Q4 | $12.1M | Buy |
246,225
+6,964
| +3% | +$342K | 2.74% | 21 |
|
2013
Q3 | $11.2M | Buy |
239,261
+8,791
| +4% | +$410K | 2.74% | 20 |
|
2013
Q2 | $11.6M | Buy |
+230,470
| New | +$11.6M | 3.01% | 5 |
|