Wells Trecaso Financial 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 | $405K | Sell |
9,371
-40
| -0.4% | -$1.73K | 0.13% | 68 |
|
|
2025
Q1 | $427K | Buy |
9,411
+50
| +0.5% | +$2.27K | 0.14% | 67 |
|
|
2024
Q4 | $374K | Sell |
9,361
-518
| -5% | -$20.7K | 0.12% | 68 |
|
|
2024
Q3 | $444K | Sell |
9,879
-1,250
| -11% | -$56.1K | 0.15% | 64 |
|
|
2024
Q2 | $459K | Sell |
11,129
-751
| -6% | -$31K | 0.16% | 62 |
|
|
2024
Q1 | $498K | Buy |
11,880
+61
| +0.5% | +$2.56K | 0.18% | 60 |
|
|
2023
Q4 | $446K | Sell |
11,819
-356
| -3% | -$13.4K | 0.18% | 57 |
|
|
2023
Q3 | $395K | Sell |
12,175
-231
| -2% | -$7.49K | 0.18% | 61 |
|
|
2023
Q2 | $461K | Sell |
12,406
-383
| -3% | -$14.2K | 0.2% | 57 |
|
|
2023
Q1 | $497K | Sell |
12,789
-95
| -0.7% | -$3.7K | 0.23% | 51 |
|
|
2022
Q4 | $508K | Sell |
12,884
-3,147
| -20% | -$124K | 0.25% | 50 |
|
|
2022
Q3 | $609K | Sell |
16,031
-842
| -5% | -$32K | 0.33% | 47 |
|
|
2022
Q2 | $856K | Buy |
16,873
+55
| +0.3% | +$2.79K | 0.44% | 42 |
|
|
2022
Q1 | $857K | Sell |
16,818
-401
| -2% | -$20.4K | 0.38% | 45 |
|
|
2021
Q4 | $895K | Buy |
17,219
+417
| +2% | +$21.7K | 0.39% | 46 |
|
|
2021
Q3 | $908K | Buy |
16,802
+211
| +1% | +$11.4K | 0.43% | 43 |
|
|
2021
Q2 | $930K | Buy |
16,591
+858
| +5% | +$48.1K | 0.45% | 43 |
|
|
2021
Q1 | $915K | Buy |
15,733
+262
| +2% | +$15.2K | 0.48% | 39 |
|
|
2020
Q4 | $909K | Buy |
15,471
+131
| +0.9% | +$7.7K | 0.51% | 39 |
|
|
2020
Q3 | $913K | Buy |
15,340
+161
| +1% | +$9.58K | 0.58% | 37 |
|
|
2020
Q2 | $837K | Buy |
15,179
+1,171
| +8% | +$64.6K | 0.58% | 38 |
|
|
2020
Q1 | $753K | Sell |
14,008
-46
| -0.3% | -$2.47K | 0.67% | 33 |
|
|
2019
Q4 | $863K | Buy |
14,054
+1,118
| +9% | +$68.7K | 0.62% | 34 |
|
|
2019
Q3 | $781K | Buy |
12,936
+391
| +3% | +$23.6K | 0.62% | 34 |
|
|
2019
Q2 | $717K | Buy |
12,545
+6
| +0% | +$343 | 0.59% | 39 |
|
|
2019
Q1 | $741K | Buy |
12,539
+347
| +3% | +$20.5K | 0.62% | 38 |
|
|
2018
Q4 | $685K | Buy |
12,192
+2,849
| +30% | +$160K | 0.65% | 37 |
|
|
2018
Q3 | $499K | Buy |
9,343
+278
| +3% | +$14.8K | 0.41% | 48 |
|
|
2018
Q2 | $456K | Buy |
9,065
+900
| +11% | +$45.3K | 0.43% | 45 |
|
|
2018
Q1 | $390K | Buy |
8,165
+226
| +3% | +$10.8K | 0.37% | 48 |
|
|
2017
Q4 | $420K | Buy |
+7,939
| New | +$420K | 0.41% | 43 |
|