Wimmer Associates 1’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Buy |
13,311
+236
| +2% | +$10.2K | 0.29% | 68 |
|
|
2025
Q1 | $558K | Sell |
13,075
-3,972
| -23% | -$169K | 0.29% | 67 |
|
|
2024
Q4 | $682K | Sell |
17,047
-1,355
| -7% | -$54.2K | 0.34% | 61 |
|
|
2024
Q3 | $826K | Buy |
18,402
+185
| +1% | +$8.31K | 0.4% | 57 |
|
|
2024
Q2 | $751K | Sell |
18,217
-150
| -0.8% | -$6.19K | 0.39% | 60 |
|
|
2024
Q1 | $771K | Sell |
18,367
-1,035
| -5% | -$43.4K | 0.41% | 61 |
|
|
2023
Q4 | $731K | Sell |
19,402
-3,060
| -14% | -$115K | 0.41% | 59 |
|
|
2023
Q3 | $728K | Sell |
22,462
-2,619
| -10% | -$84.9K | 0.45% | 53 |
|
|
2023
Q2 | $933K | Sell |
25,081
-5,747
| -19% | -$214K | 0.56% | 46 |
|
|
2023
Q1 | $1.13M | Sell |
30,828
-2,851
| -8% | -$105K | 0.72% | 39 |
|
|
2022
Q4 | $1.33M | Buy |
33,679
+186
| +0.6% | +$7.33K | 0.88% | 36 |
|
|
2022
Q3 | $1.25M | Sell |
33,493
-12,298
| -27% | -$460K | 0.83% | 36 |
|
|
2022
Q2 | $2.32M | Buy |
45,791
+310
| +0.7% | +$15.7K | 1.51% | 23 |
|
|
2022
Q1 | $2.32M | Buy |
45,481
+829
| +2% | +$42.2K | 1.29% | 25 |
|
|
2021
Q4 | $2.32M | Sell |
44,652
-3,293
| -7% | -$171K | 1.24% | 25 |
|
|
2021
Q3 | $2.59M | Buy |
47,945
+1,226
| +3% | +$66.2K | 1.53% | 19 |
|
|
2021
Q2 | $2.62M | Buy |
46,719
+86
| +0.2% | +$4.82K | 1.54% | 20 |
|
|
2021
Q1 | $2.71M | Buy |
46,633
+7,935
| +21% | +$461K | 1.48% | 20 |
|
|
2020
Q4 | $2.27M | Sell |
38,698
-767
| -2% | -$45.1K | 1.36% | 20 |
|
|
2020
Q3 | $2.35M | Buy |
39,465
+4,370
| +12% | +$260K | 1.58% | 18 |
|
|
2020
Q2 | $2.07M | Sell |
35,095
-1,720
| -5% | -$101K | 1.61% | 18 |
|
|
2020
Q1 | $1.98M | Buy |
36,815
+6,385
| +21% | +$343K | 1.84% | 19 |
|
|
2019
Q4 | $1.87M | Sell |
30,430
-625
| -2% | -$38.4K | 1.5% | 23 |
|
|
2019
Q3 | $1.87M | Buy |
31,055
+180
| +0.6% | +$10.9K | 1.63% | 22 |
|
|
2019
Q2 | $1.76M | Buy |
30,875
+1,895
| +7% | +$108K | 1.54% | 23 |
|
|
2019
Q1 | $1.71M | Sell |
28,980
-150
| -0.5% | -$8.87K | 1.52% | 23 |
|
|
2018
Q4 | $1.64M | Buy |
29,130
+396
| +1% | +$22.3K | 1.62% | 23 |
|
|
2018
Q3 | $1.53M | Sell |
28,734
-655
| -2% | -$35K | 1.28% | 32 |
|
|
2018
Q2 | $1.48M | Sell |
29,389
-1,068
| -4% | -$53.7K | 1.32% | 30 |
|
|
2018
Q1 | $1.46M | Sell |
30,457
-340
| -1% | -$16.3K | 1.28% | 29 |
|
|
2017
Q4 | $1.63M | Sell |
30,797
-2,540
| -8% | -$134K | 1.47% | 27 |
|
|
2017
Q3 | $1.65M | Sell |
33,337
-1,335
| -4% | -$66.1K | 1.52% | 25 |
|
|
2017
Q2 | $1.55M | Sell |
34,672
-3,914
| -10% | -$175K | 1.43% | 28 |
|
|
2017
Q1 | $1.88M | Sell |
38,586
-4,673
| -11% | -$228K | 1.76% | 17 |
|
|
2016
Q4 | $2.31M | Buy |
43,259
+89
| +0.2% | +$4.75K | 2.14% | 12 |
|
|
2016
Q3 | $2.24M | Sell |
43,170
-300
| -0.7% | -$15.6K | 2.02% | 13 |
|
|
2016
Q2 | $2.43M | Buy |
43,470
+660
| +2% | +$36.8K | 2.17% | 10 |
|
|
2016
Q1 | $2.32M | Buy |
42,810
+3,919
| +10% | +$212K | 2.12% | 12 |
|
|
2015
Q4 | $1.8M | Buy |
+38,891
| New | +$1.8M | 1.89% | 15 |
|