Wilbanks Smith & Thomas Asset Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $2.6M | Sell |
61,875
-3,436
| -5% | -$144K | 0.07% | 151 |
|
2023
Q4 | $2.46M | Sell |
65,311
-21,232
| -25% | -$800K | 0.08% | 151 |
|
2023
Q3 | $2.8M | Sell |
86,543
-7,222
| -8% | -$234K | 0.1% | 132 |
|
2023
Q2 | $3.49M | Sell |
93,765
-2,836
| -3% | -$105K | 0.12% | 124 |
|
2023
Q1 | $3.76M | Buy |
96,601
+10,524
| +12% | +$409K | 0.13% | 115 |
|
2022
Q4 | $3.39M | Sell |
86,077
-6,653
| -7% | -$262K | 0.13% | 119 |
|
2022
Q3 | $3.52M | Buy |
92,730
+4,456
| +5% | +$169K | 0.15% | 114 |
|
2022
Q2 | $4.48M | Buy |
88,274
+5,762
| +7% | +$292K | 0.19% | 99 |
|
2022
Q1 | $3.89M | Buy |
82,512
+6,055
| +8% | +$286K | 0.16% | 106 |
|
2021
Q4 | $3.97M | Buy |
76,457
+4,837
| +7% | +$251K | 0.14% | 119 |
|
2021
Q3 | $3.87M | Sell |
71,620
-3,098
| -4% | -$167K | 0.15% | 117 |
|
2021
Q2 | $4.19M | Sell |
74,718
-248
| -0.3% | -$13.9K | 0.16% | 113 |
|
2021
Q1 | $4.36M | Sell |
74,966
-101,041
| -57% | -$5.88M | 0.19% | 103 |
|
2020
Q4 | $10.3M | Buy |
176,007
+8,173
| +5% | +$480K | 0.49% | 43 |
|
2020
Q3 | $9.98M | Buy |
167,834
+4,511
| +3% | +$268K | 0.54% | 37 |
|
2020
Q2 | $9M | Buy |
163,323
+8,015
| +5% | +$442K | 0.55% | 37 |
|
2020
Q1 | $8.35M | Buy |
155,308
+5,381
| +4% | +$289K | 0.62% | 31 |
|
2019
Q4 | $9.21M | Buy |
149,927
+10,461
| +8% | +$642K | 0.54% | 36 |
|
2019
Q3 | $8.42M | Buy |
139,466
+8,166
| +6% | +$493K | 0.53% | 40 |
|
2019
Q2 | $7.5M | Buy |
131,300
+3,142
| +2% | +$179K | 0.48% | 44 |
|
2019
Q1 | $7.58M | Buy |
128,158
+10,543
| +9% | +$623K | 0.49% | 45 |
|
2018
Q4 | $6.61M | Sell |
117,615
-2,192
| -2% | -$123K | 0.45% | 40 |
|
2018
Q3 | $6.4M | Buy |
119,807
+3,883
| +3% | +$207K | 0.39% | 48 |
|
2018
Q2 | $5.83M | Sell |
115,924
-148
| -0.1% | -$7.45K | 0.47% | 43 |
|
2018
Q1 | $5.55M | Buy |
116,072
+3,460
| +3% | +$165K | 0.45% | 44 |
|
2017
Q4 | $5.96M | Buy |
112,612
+5,761
| +5% | +$305K | 0.47% | 39 |
|
2017
Q3 | $5.29M | Buy |
106,851
+10,099
| +10% | +$500K | 0.45% | 45 |
|
2017
Q2 | $4.32M | Buy |
96,752
+50,240
| +108% | +$2.24M | 0.38% | 53 |
|
2017
Q1 | $2.27M | Sell |
46,512
-3,174
| -6% | -$155K | 0.19% | 90 |
|
2016
Q4 | $2.65M | Buy |
49,686
+5,839
| +13% | +$312K | 0.24% | 74 |
|
2016
Q3 | $2.28M | Buy |
43,847
+1,024
| +2% | +$53.2K | 0.21% | 80 |
|
2016
Q2 | $2.39M | Buy |
42,823
+2,107
| +5% | +$118K | 0.25% | 77 |
|
2016
Q1 | $2.2M | Buy |
40,716
+454
| +1% | +$24.6K | 0.27% | 79 |
|
2015
Q4 | $1.86M | Buy |
40,262
+2,209
| +6% | +$102K | 0.18% | 85 |
|
2015
Q3 | $1.66M | Sell |
38,053
-1,881
| -5% | -$81.9K | 0.23% | 78 |
|
2015
Q2 | $1.86M | Buy |
39,934
+809
| +2% | +$37.7K | 0.18% | 82 |
|
2015
Q1 | $1.9M | Sell |
39,125
-2,405
| -6% | -$117K | 0.19% | 83 |
|
2014
Q4 | $1.94M | Sell |
41,530
-184
| -0.4% | -$8.61K | 0.2% | 82 |
|
2014
Q3 | $2.09M | Buy |
41,714
+1,056
| +3% | +$52.8K | 0.23% | 75 |
|
2014
Q2 | $1.99M | Buy |
40,658
+1,222
| +3% | +$59.8K | 0.21% | 81 |
|
2014
Q1 | $1.88M | Sell |
39,436
-2,006
| -5% | -$95.4K | 0.21% | 81 |
|
2013
Q4 | $2.04M | Sell |
41,442
-1,409
| -3% | -$69.2K | 0.24% | 70 |
|
2013
Q3 | $2M | Sell |
42,851
-313
| -0.7% | -$14.6K | 0.27% | 66 |
|
2013
Q2 | $2.17M | Buy |
+43,164
| New | +$2.17M | 0.33% | 54 |
|