WBC
West Branch Capital’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.1K | Sell |
1,459
-2,284
| -61% | -$98.8K | 0.02% | 132 |
|
|
2025
Q1 | $170K | Hold |
3,743
| – | – | 0.06% | 88 |
|
|
2024
Q4 | $150K | Sell |
3,743
-1
| -0% | -$40 | 0.05% | 95 |
|
|
2024
Q3 | $168K | Sell |
3,744
-105
| -3% | -$4.72K | 0.06% | 91 |
|
|
2024
Q2 | $159K | Sell |
3,849
-104
| -3% | -$4.29K | 0.06% | 93 |
|
|
2024
Q1 | $166K | Buy |
3,953
+600
| +18% | +$25.2K | 0.07% | 90 |
|
|
2023
Q4 | $126K | Sell |
3,353
-230
| -6% | -$8.67K | 0.06% | 96 |
|
|
2023
Q3 | $116K | Buy |
3,583
+26
| +0.7% | +$843 | 0.06% | 101 |
|
|
2023
Q2 | $132K | Sell |
3,557
-3
| -0.1% | -$112 | 0.07% | 99 |
|
|
2023
Q1 | $138K | Buy |
3,560
+200
| +6% | +$7.78K | 0.08% | 95 |
|
|
2022
Q4 | $132K | Sell |
3,360
-58,145
| -95% | -$2.29M | 0.08% | 95 |
|
|
2022
Q3 | $2.34M | Sell |
61,505
-2,233
| -4% | -$84.8K | 1.45% | 16 |
|
|
2022
Q2 | $3.24M | Buy |
63,738
+278
| +0.4% | +$14.1K | 1.87% | 15 |
|
|
2022
Q1 | $3.23M | Sell |
63,460
-1,815
| -3% | -$92.5K | 1.54% | 16 |
|
|
2021
Q4 | $3.39M | Sell |
65,275
-2,602
| -4% | -$135K | 1.44% | 18 |
|
|
2021
Q3 | $3.67M | Sell |
67,877
-1,521
| -2% | -$82.1K | 1.76% | 14 |
|
|
2021
Q2 | $3.89M | Sell |
69,398
-1,264
| -2% | -$70.8K | 1.91% | 11 |
|
|
2021
Q1 | $4.11M | Sell |
70,662
-1,421
| -2% | -$82.6K | 2.4% | 10 |
|
|
2020
Q4 | $4.24M | Sell |
72,083
-1,318
| -2% | -$77.4K | 2.5% | 8 |
|
|
2020
Q3 | $4.37M | Sell |
73,401
-1,199
| -2% | -$71.3K | 2.79% | 7 |
|
|
2020
Q2 | $4.11M | Sell |
74,600
-4,052
| -5% | -$223K | 2.9% | 7 |
|
|
2020
Q1 | $4.23M | Sell |
78,652
-2,504
| -3% | -$135K | 4.04% | 6 |
|
|
2019
Q4 | $4.98M | Sell |
81,156
-9,591
| -11% | -$589K | 3.47% | 7 |
|
|
2019
Q3 | $5.48M | Buy |
90,747
+1,661
| +2% | +$100K | 4.06% | 4 |
|
|
2019
Q2 | $5.09M | Buy |
89,086
+5,434
| +6% | +$310K | 4.2% | 4 |
|
|
2019
Q1 | $4.95M | Buy |
83,652
+8,303
| +11% | +$491K | 4.43% | 5 |
|
|
2018
Q4 | $4.24M | Sell |
75,349
-399
| -0.5% | -$22.4K | 4.46% | 5 |
|
|
2018
Q3 | $4.04M | Buy |
75,748
+1,367
| +2% | +$73K | 3% | 8 |
|
|
2018
Q2 | $3.74M | Buy |
74,381
+23,619
| +47% | +$1.19M | 2.95% | 8 |
|
|
2018
Q1 | $2.43M | Buy |
+50,762
| New | +$2.43M | 2.66% | 12 |
|