Whittier Trust’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.85M | Sell |
88,916
-129,576
| -59% | -$5.61M | 0.05% | 219 |
|
|
2025
Q1 | $9.91M | Sell |
218,492
-239
| -0.1% | -$10.8K | 0.14% | 136 |
|
|
2024
Q4 | $8.74M | Buy |
218,731
+1,980
| +0.9% | +$79.2K | 0.12% | 149 |
|
|
2024
Q3 | $9.73M | Sell |
216,751
-318
| -0.1% | -$14.3K | 0.13% | 140 |
|
|
2024
Q2 | $8.95M | Buy |
217,069
+1,188
| +0.6% | +$49K | 0.13% | 139 |
|
|
2024
Q1 | $9.06M | Buy |
215,881
+675
| +0.3% | +$28.3K | 0.13% | 141 |
|
|
2023
Q4 | $8.11M | Sell |
215,206
-31,479
| -13% | -$1.19M | 0.13% | 150 |
|
|
2023
Q3 | $7.99M | Sell |
246,685
-31,826
| -11% | -$1.03M | 0.14% | 147 |
|
|
2023
Q2 | $10.4M | Sell |
278,511
-14,906
| -5% | -$554K | 0.18% | 122 |
|
|
2023
Q1 | $11.4M | Buy |
293,417
+4,623
| +2% | +$180K | 0.21% | 110 |
|
|
2022
Q4 | $11.4M | Sell |
288,794
-168,183
| -37% | -$6.62M | 0.22% | 105 |
|
|
2022
Q3 | $17.4M | Buy |
456,977
+134,967
| +42% | +$5.12M | 0.36% | 69 |
|
|
2022
Q2 | $16.3M | Sell |
322,010
-5,196
| -2% | -$264K | 0.33% | 75 |
|
|
2022
Q1 | $16.7M | Buy |
327,206
+11,882
| +4% | +$605K | 0.28% | 89 |
|
|
2021
Q4 | $16.4M | Buy |
315,324
+2,349
| +0.8% | +$122K | 0.27% | 92 |
|
|
2021
Q3 | $16.9M | Buy |
312,975
+4,249
| +1% | +$229K | 0.31% | 87 |
|
|
2021
Q2 | $17.3M | Sell |
308,726
-7,989
| -3% | -$448K | 0.31% | 84 |
|
|
2021
Q1 | $18.4M | Buy |
316,715
+16,199
| +5% | +$942K | 0.36% | 68 |
|
|
2020
Q4 | $17.7M | Buy |
300,516
+5,617
| +2% | +$330K | 0.38% | 67 |
|
|
2020
Q3 | $17.5M | Sell |
294,899
-376
| -0.1% | -$22.4K | 0.42% | 59 |
|
|
2020
Q2 | $16.3M | Sell |
295,275
-12,718
| -4% | -$701K | 0.45% | 55 |
|
|
2020
Q1 | $16.5M | Sell |
307,993
-6,951
| -2% | -$373K | 0.54% | 51 |
|
|
2019
Q4 | $19.3M | Buy |
314,944
+3,540
| +1% | +$217K | 0.51% | 50 |
|
|
2019
Q3 | $18.8M | Buy |
311,404
+16,758
| +6% | +$1.01M | 0.54% | 45 |
|
|
2019
Q2 | $16.8M | Buy |
294,646
+3,589
| +1% | +$205K | 0.49% | 49 |
|
|
2019
Q1 | $17.2M | Sell |
291,057
-2,476
| -0.8% | -$146K | 0.53% | 48 |
|
|
2018
Q4 | $16.5M | Buy |
293,533
+6,337
| +2% | +$356K | 0.57% | 42 |
|
|
2018
Q3 | $15.3M | Buy |
287,196
+544
| +0.2% | +$29K | 0.48% | 53 |
|
|
2018
Q2 | $14.4M | Sell |
286,652
-873
| -0.3% | -$43.9K | 0.48% | 55 |
|
|
2018
Q1 | $13.7M | Buy |
287,525
+2,701
| +0.9% | +$129K | 0.46% | 60 |
|
|
2017
Q4 | $15.1M | Buy |
284,824
+126
| +0% | +$6.67K | 0.53% | 49 |
|
|
2017
Q3 | $14.1M | Sell |
284,698
-2,716
| -0.9% | -$134K | 0.51% | 53 |
|
|
2017
Q2 | $12.8M | Sell |
287,414
-1,172
| -0.4% | -$52.3K | 0.5% | 54 |
|
|
2017
Q1 | $14.1M | Sell |
288,586
-71,051
| -20% | -$3.46M | 0.57% | 43 |
|
|
2016
Q4 | $19.2M | Sell |
359,637
-7,284
| -2% | -$389K | 0.82% | 26 |
|
|
2016
Q3 | $19.1M | Sell |
366,921
-28,401
| -7% | -$1.48M | 0.83% | 23 |
|
|
2016
Q2 | $22.1M | Sell |
395,322
-2,241
| -0.6% | -$125K | 0.97% | 20 |
|
|
2016
Q1 | $21.5M | Buy |
397,563
+11,442
| +3% | +$619K | 0.95% | 20 |
|
|
2015
Q4 | $17.8M | Buy |
386,121
+12,348
| +3% | +$571K | 0.81% | 24 |
|
|
2015
Q3 | $16.3M | Buy |
373,773
+4,322
| +1% | +$188K | 0.79% | 26 |
|
|
2015
Q2 | $17.2M | Sell |
369,451
-1,968
| -0.5% | -$91.7K | 0.76% | 28 |
|
|
2015
Q1 | $18.1M | Buy |
371,419
+11,094
| +3% | +$539K | 0.83% | 22 |
|
|
2014
Q4 | $16.9M | Buy |
360,325
+6,660
| +2% | +$311K | 0.8% | 28 |
|
|
2014
Q3 | $17.7M | Buy |
353,665
+7,388
| +2% | +$369K | 0.86% | 21 |
|
|
2014
Q2 | $16.9M | Buy |
346,277
+6,772
| +2% | +$331K | 0.84% | 26 |
|
|
2014
Q1 | $16.1M | Buy |
339,505
+120,274
| +55% | +$5.72M | 0.83% | 28 |
|
|
2013
Q4 | $10.8M | Sell |
219,231
-1,902
| -0.9% | -$93.4K | 0.55% | 49 |
|
|
2013
Q3 | $10.3M | Sell |
221,133
-5,790
| -3% | -$270K | 0.56% | 47 |
|
|
2013
Q2 | $11.4M | Buy |
+226,923
| New | +$11.4M | 0.64% | 42 |
|