Williams Jones Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $848K | Buy |
19,592
+938
| +5% | +$40.6K | 0.01% | 275 |
|
|
2025
Q1 | $846K | Sell |
18,654
-96
| -0.5% | -$4.36K | 0.01% | 259 |
|
|
2024
Q4 | $750K | Sell |
18,750
-132
| -0.7% | -$5.28K | 0.01% | 281 |
|
|
2024
Q3 | $848K | Sell |
18,882
-787
| -4% | -$35.3K | 0.01% | 277 |
|
|
2024
Q2 | $811K | Sell |
19,669
-14,383
| -42% | -$593K | 0.01% | 277 |
|
|
2024
Q1 | $1.43M | Buy |
34,052
+626
| +2% | +$26.3K | 0.02% | 228 |
|
|
2023
Q4 | $1.26M | Sell |
33,426
-13,641
| -29% | -$514K | 0.02% | 236 |
|
|
2023
Q3 | $1.53M | Sell |
47,067
-8,244
| -15% | -$267K | 0.02% | 212 |
|
|
2023
Q2 | $2.06M | Sell |
55,311
-22,236
| -29% | -$827K | 0.03% | 195 |
|
|
2023
Q1 | $3.02M | Sell |
77,547
-17,965
| -19% | -$699K | 0.05% | 165 |
|
|
2022
Q4 | $3.76M | Sell |
95,512
-18,505
| -16% | -$729K | 0.06% | 150 |
|
|
2022
Q3 | $4.33M | Sell |
114,017
-14,194
| -11% | -$539K | 0.08% | 144 |
|
|
2022
Q2 | $6.51M | Buy |
128,211
+3,076
| +2% | +$156K | 0.11% | 129 |
|
|
2022
Q1 | $6.37M | Sell |
125,135
-1,507
| -1% | -$76.8K | 0.09% | 130 |
|
|
2021
Q4 | $6.58M | Sell |
126,642
-19,994
| -14% | -$1.04M | 0.08% | 132 |
|
|
2021
Q3 | $7.92M | Buy |
146,636
+7,781
| +6% | +$420K | 0.11% | 111 |
|
|
2021
Q2 | $7.78M | Buy |
138,855
+6,393
| +5% | +$358K | 0.11% | 113 |
|
|
2021
Q1 | $7.7M | Buy |
132,462
+2,897
| +2% | +$168K | 0.12% | 104 |
|
|
2020
Q4 | $7.61M | Buy |
129,565
+5,855
| +5% | +$344K | 0.12% | 99 |
|
|
2020
Q3 | $7.36M | Buy |
123,710
+25,290
| +26% | +$1.5M | 0.14% | 95 |
|
|
2020
Q2 | $5.43M | Buy |
98,420
+7,351
| +8% | +$405K | 0.11% | 102 |
|
|
2020
Q1 | $4.89M | Sell |
91,069
-137
| -0.2% | -$7.36K | 0.13% | 96 |
|
|
2019
Q4 | $5.6M | Buy |
91,206
+4,754
| +5% | +$292K | 0.11% | 114 |
|
|
2019
Q3 | $5.22M | Buy |
+86,452
| New | +$5.22M | 0.11% | 116 |
|