Wendell David Associates’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
38,574
-1,043
| -3% | -$45.1K | 0.17% | 75 |
|
|
2025
Q1 | $1.8M | Buy |
39,617
+50
| +0.1% | +$2.27K | 0.18% | 71 |
|
|
2024
Q4 | $1.58M | Sell |
39,567
-765
| -2% | -$30.6K | 0.16% | 74 |
|
|
2024
Q3 | $1.81M | Sell |
40,332
-2,190
| -5% | -$98.3K | 0.17% | 73 |
|
|
2024
Q2 | $1.75M | Sell |
42,522
-17,150
| -29% | -$707K | 0.18% | 73 |
|
|
2024
Q1 | $2.5M | Sell |
59,672
-5,761
| -9% | -$242K | 0.25% | 70 |
|
|
2023
Q4 | $2.47M | Sell |
65,433
-1,300
| -2% | -$49K | 0.27% | 68 |
|
|
2023
Q3 | $2.16M | Sell |
66,733
-2,550
| -4% | -$82.7K | 0.25% | 68 |
|
|
2023
Q2 | $2.58M | Sell |
69,283
-3,597
| -5% | -$134K | 0.29% | 68 |
|
|
2023
Q1 | $2.83M | Buy |
72,880
+6,350
| +10% | +$247K | 0.34% | 67 |
|
|
2022
Q4 | $2.62M | Sell |
66,530
-11,150
| -14% | -$439K | 0.32% | 69 |
|
|
2022
Q3 | $2.95M | Sell |
77,680
-804
| -1% | -$30.5K | 0.4% | 56 |
|
|
2022
Q2 | $3.98M | Buy |
78,484
+2,079
| +3% | +$106K | 0.51% | 52 |
|
|
2022
Q1 | $3.89M | Buy |
76,405
+75
| +0.1% | +$3.82K | 0.43% | 58 |
|
|
2021
Q4 | $3.97M | Sell |
76,330
-2,776
| -4% | -$144K | 0.4% | 58 |
|
|
2021
Q3 | $4.27M | Buy |
79,106
+3,135
| +4% | +$169K | 0.48% | 54 |
|
|
2021
Q2 | $4.26M | Buy |
75,971
+635
| +0.8% | +$35.6K | 0.48% | 53 |
|
|
2021
Q1 | $4.38M | Buy |
75,336
+3,430
| +5% | +$199K | 0.53% | 50 |
|
|
2020
Q4 | $4.22M | Buy |
71,906
+2,240
| +3% | +$132K | 0.52% | 49 |
|
|
2020
Q3 | $4.14M | Hold |
69,666
| – | – | 0.55% | 48 |
|
|
2020
Q2 | $3.84M | Buy |
69,666
+6,560
| +10% | +$362K | 0.56% | 46 |
|
|
2020
Q1 | $3.39M | Buy |
63,106
+304
| +0.5% | +$16.3K | 0.57% | 46 |
|
|
2019
Q4 | $3.86M | Sell |
62,802
-1,400
| -2% | -$86K | 0.53% | 52 |
|
|
2019
Q3 | $3.88M | Sell |
64,202
-104
| -0.2% | -$6.28K | 0.57% | 50 |
|
|
2019
Q2 | $3.67M | Sell |
64,306
-799
| -1% | -$45.6K | 0.55% | 52 |
|
|
2019
Q1 | $3.85M | Sell |
65,105
-364
| -0.6% | -$21.5K | 0.6% | 46 |
|
|
2018
Q4 | $3.68M | Buy |
65,469
+50
| +0.1% | +$2.81K | 0.66% | 43 |
|
|
2018
Q3 | $3.49M | Buy |
65,419
+425
| +0.7% | +$22.7K | 0.54% | 53 |
|
|
2018
Q2 | $3.27M | Buy |
64,994
+3,649
| +6% | +$184K | 0.56% | 49 |
|
|
2018
Q1 | $2.93M | Sell |
61,345
-408
| -0.7% | -$19.5K | 0.53% | 49 |
|
|
2017
Q4 | $3.27M | Sell |
61,753
-366
| -0.6% | -$19.4K | 0.56% | 46 |
|
|
2017
Q3 | $3.07M | Buy |
62,119
+1,266
| +2% | +$62.6K | 0.54% | 46 |
|
|
2017
Q2 | $2.72M | Sell |
60,853
-1,970
| -3% | -$88K | 0.51% | 49 |
|
|
2017
Q1 | $3.06M | Sell |
62,823
-3,654
| -5% | -$178K | 0.59% | 45 |
|
|
2016
Q4 | $3.55M | Sell |
66,477
-614
| -0.9% | -$32.8K | 0.7% | 40 |
|
|
2016
Q3 | $3.49M | Buy |
67,091
+1,400
| +2% | +$72.8K | 0.69% | 42 |
|
|
2016
Q2 | $3.68M | Sell |
65,691
-3,684
| -5% | -$206K | 0.72% | 42 |
|
|
2016
Q1 | $3.75M | Sell |
69,375
-1,008
| -1% | -$54.4K | 0.73% | 39 |
|
|
2015
Q4 | $3.24M | Buy |
70,383
+2,283
| +3% | +$105K | 0.64% | 44 |
|
|
2015
Q3 | $3M | Buy |
68,100
+100
| +0.1% | +$4.4K | 0.62% | 45 |
|
|
2015
Q2 | $3.2M | Buy |
68,000
+700
| +1% | +$32.9K | 0.62% | 44 |
|
|
2015
Q1 | $3.3M | Buy |
67,300
+2,586
| +4% | +$127K | 0.63% | 44 |
|
|
2014
Q4 | $3.04M | Buy |
64,714
+11,686
| +22% | +$549K | 0.59% | 44 |
|
|
2014
Q3 | $2.65M | Buy |
53,028
+3,298
| +7% | +$165K | 0.55% | 51 |
|
|
2014
Q2 | $2.44M | Buy |
49,730
+138
| +0.3% | +$6.76K | 0.51% | 53 |
|
|
2014
Q1 | $2.38M | Buy |
49,592
+1,512
| +3% | +$72.6K | 0.52% | 52 |
|
|
2013
Q4 | $2.36M | Buy |
48,080
+6,320
| +15% | +$310K | 0.52% | 50 |
|
|
2013
Q3 | $1.96M | Buy |
41,760
+802
| +2% | +$37.7K | 0.47% | 56 |
|
|
2013
Q2 | $2.05M | Buy |
+40,958
| New | +$2.05M | 0.51% | 52 |
|