Wills Financial Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Buy |
63,605
+733
| +1% | +$31.7K | 1.19% | 29 |
|
|
2025
Q1 | $2.85M | Sell |
62,872
-4,265
| -6% | -$193K | 1.26% | 31 |
|
|
2024
Q4 | $2.68M | Sell |
67,137
-6,403
| -9% | -$256K | 1.16% | 30 |
|
|
2024
Q3 | $3.3M | Sell |
73,540
-1,997
| -3% | -$89.7K | 1.39% | 27 |
|
|
2024
Q2 | $3.12M | Sell |
75,537
-2,466
| -3% | -$102K | 1.43% | 26 |
|
|
2024
Q1 | $3.27M | Sell |
78,003
-77
| -0.1% | -$3.23K | 1.54% | 24 |
|
|
2023
Q4 | $2.94M | Sell |
78,080
-12,829
| -14% | -$484K | 1.49% | 24 |
|
|
2023
Q3 | $2.95M | Sell |
90,909
-6,783
| -7% | -$220K | 1.59% | 20 |
|
|
2023
Q2 | $3.63M | Sell |
97,692
-389
| -0.4% | -$14.5K | 1.84% | 20 |
|
|
2023
Q1 | $3.81M | Sell |
98,081
-2,692
| -3% | -$105K | 2.06% | 18 |
|
|
2022
Q4 | $3.97M | Sell |
100,773
-26,793
| -21% | -$1.06M | 2.21% | 17 |
|
|
2022
Q3 | $4.84M | Sell |
127,566
-469
| -0.4% | -$17.8K | 2.69% | 15 |
|
|
2022
Q2 | $6.5M | Sell |
128,035
-3,557
| -3% | -$181K | 3.2% | 12 |
|
|
2022
Q1 | $6.7M | Buy |
131,592
+1,254
| +1% | +$63.9K | 2.82% | 15 |
|
|
2021
Q4 | $6.77M | Buy |
130,338
+3,533
| +3% | +$184K | 2.68% | 16 |
|
|
2021
Q3 | $6.85M | Buy |
126,805
+1,934
| +2% | +$104K | 3.07% | 15 |
|
|
2021
Q2 | $7M | Buy |
124,871
+4,694
| +4% | +$263K | 3.03% | 13 |
|
|
2021
Q1 | $6.99M | Buy |
120,177
+5,259
| +5% | +$306K | 3.39% | 9 |
|
|
2020
Q4 | $6.75M | Buy |
114,918
+17,938
| +18% | +$1.05M | 3.36% | 12 |
|
|
2020
Q3 | $5.77M | Buy |
96,980
+1,392
| +1% | +$82.8K | 3.35% | 14 |
|
|
2020
Q2 | $5.27M | Buy |
95,588
+706
| +0.7% | +$38.9K | 3.28% | 13 |
|
|
2020
Q1 | $5.1M | Buy |
94,882
+3,270
| +4% | +$176K | 3.63% | 12 |
|
|
2019
Q4 | $5.63M | Buy |
91,612
+1,439
| +2% | +$88.4K | 3.23% | 12 |
|
|
2019
Q3 | $5.44M | Buy |
90,173
+486
| +0.5% | +$29.3K | 3.49% | 11 |
|
|
2019
Q2 | $5.12M | Buy |
89,687
+6,336
| +8% | +$362K | 3.34% | 12 |
|
|
2019
Q1 | $4.93M | Buy |
83,351
+380
| +0.5% | +$22.5K | 3.34% | 10 |
|
|
2018
Q4 | $4.66M | Buy |
82,971
+3,926
| +5% | +$221K | 3.58% | 9 |
|
|
2018
Q3 | $4.22M | Buy |
79,045
+639
| +0.8% | +$34.1K | 2.79% | 12 |
|
|
2018
Q2 | $3.94M | Sell |
78,406
-1,005
| -1% | -$50.6K | 2.86% | 12 |
|
|
2018
Q1 | $3.8M | Sell |
79,411
-2,589
| -3% | -$124K | 2.81% | 12 |
|
|
2017
Q4 | $4.34M | Buy |
82,000
+1,764
| +2% | +$93.4K | 3.03% | 10 |
|
|
2017
Q3 | $3.97M | Buy |
80,236
+4,262
| +6% | +$211K | 2.92% | 11 |
|
|
2017
Q2 | $3.39M | Buy |
75,974
+2,220
| +3% | +$99.1K | 2.52% | 12 |
|
|
2017
Q1 | $3.6M | Buy |
73,754
+5,511
| +8% | +$269K | 2.75% | 12 |
|
|
2016
Q4 | $3.64M | Buy |
68,243
+4,251
| +7% | +$227K | 2.96% | 11 |
|
|
2016
Q3 | $3.33M | Sell |
63,992
-2,288
| -3% | -$119K | 2.91% | 12 |
|
|
2016
Q2 | $3.7M | Buy |
66,280
+303
| +0.5% | +$16.9K | 3.08% | 9 |
|
|
2016
Q1 | $3.57M | Sell |
65,977
-34
| -0.1% | -$1.84K | 3.08% | 10 |
|
|
2015
Q4 | $3.05M | Sell |
66,011
-6,501
| -9% | -$300K | 2.68% | 10 |
|
|
2015
Q3 | $3.16M | Buy |
72,512
+762
| +1% | +$33.2K | 2.91% | 11 |
|
|
2015
Q2 | $3.34M | Buy |
71,750
+408
| +0.6% | +$19K | 2.85% | 11 |
|
|
2015
Q1 | $3.47M | Sell |
71,342
-1,765
| -2% | -$85.8K | 2.86% | 11 |
|
|
2014
Q4 | $3.42M | Buy |
73,107
+4,877
| +7% | +$228K | 2.77% | 11 |
|
|
2014
Q3 | $3.41M | Buy |
68,230
+2,659
| +4% | +$133K | 2.89% | 8 |
|
|
2014
Q2 | $3.21M | Buy |
65,571
+983
| +2% | +$48.1K | 2.66% | 8 |
|
|
2014
Q1 | $3.07M | Buy |
64,588
+2,122
| +3% | +$101K | 2.92% | 8 |
|
|
2013
Q4 | $3.07M | Buy |
+62,466
| New | +$3.07M | 3.16% | 8 |
|