Winch Advisory Services’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.14M | Buy |
42,611
+524
| +1% | +$24.3K | 0.49% | 33 |
|
|
2025
Q4 | $1.71M | Buy |
42,087
+1,134
| +3% | +$46K | 0.38% | 38 |
|
|
2025
Q3 | $1.8M | Buy |
40,953
+2,836
| +7% | +$123K | 0.41% | 38 |
|
|
2025
Q2 | $1.65M | Buy |
38,117
+579
| +2% | +$25.1K | 0.4% | 37 |
|
|
2025
Q1 | $1.7M | Buy |
37,538
+2,042
| +6% | +$85K | 0.45% | 35 |
|
|
2024
Q4 | $1.42M | Buy |
35,496
+1,405
| +4% | +$59.3K | 0.37% | 38 |
|
|
2024
Q3 | $1.53M | Buy |
34,091
+1,019
| +3% | +$42.5K | 0.42% | 34 |
|
|
2024
Q2 | $1.36M | Buy |
33,072
+1,993
| +6% | +$80.3K | 0.39% | 36 |
|
|
2024
Q1 | $1.3M | Buy |
31,079
+6,530
| +27% | +$263K | 0.4% | 35 |
|
|
2023
Q4 | $926K | Buy |
24,549
+1,741
| +8% | +$61.6K | 0.31% | 41 |
|
|
2023
Q3 | $739K | Buy |
22,808
+2,373
| +12% | +$80.2K | 0.27% | 47 |
|
|
2023
Q2 | $760K | Buy |
20,435
+1,490
| +8% | +$55.1K | 0.27% | 46 |
|
|
2023
Q1 | $737K | Buy |
18,945
+3,634
| +24% | +$143K | 0.29% | 47 |
|
|
2022
Q4 | $603K | Buy |
15,311
+6,890
| +82% | +$260K | 0.26% | 49 |
|
|
2022
Q3 | $320K | Sell |
8,421
-555
| -6% | -$24.7K | 0.14% | 59 |
|
|
2022
Q2 | $456K | Buy |
8,976
+97
| +1% | +$4.91K | 0.19% | 53 |
|
|
2022
Q1 | $452K | Buy |
8,879
+624
| +8% | +$33.1K | 0.16% | 54 |
|
|
2021
Q4 | $429K | Sell |
8,255
-234
| -3% | -$12.2K | 0.14% | 58 |
|
|
2021
Q3 | $458K | Buy |
8,489
+246
| +3% | +$13.6K | 0.16% | 53 |
|
|
2021
Q2 | $462K | Buy |
8,243
+113
| +1% | +$6.49K | 0.17% | 53 |
|
|
2021
Q1 | $473K | Buy |
8,130
+133
| +2% | +$7.5K | 0.19% | 52 |
|
|
2020
Q4 | $470K | Sell |
7,997
-152
| -2% | -$9.03K | 0.2% | 52 |
|
|
2020
Q3 | $485K | Sell |
8,149
-21
| -0.3% | -$1.22K | 0.21% | 46 |
|
|
2020
Q2 | $450K | Buy |
8,170
+421
| +5% | +$23.7K | 0.21% | 46 |
|
|
2020
Q1 | $416K | Buy |
7,749
+35
| +0.5% | +$2K | 0.21% | 44 |
|
|
2019
Q4 | $474K | Buy |
7,714
+340
| +5% | +$20.5K | 0.22% | 53 |
|
|
2019
Q3 | $445K | Buy |
7,374
+242
| +3% | +$13.9K | 0.23% | 46 |
|
|
2019
Q2 | $407K | Buy |
7,132
+658
| +10% | +$37.9K | 0.21% | 49 |
|
|
2019
Q1 | $383K | Buy |
6,474
+785
| +14% | +$44.5K | 0.21% | 53 |
|
|
2018
Q4 | $320K | Sell |
5,689
-225
| -4% | -$12.8K | 0.18% | 57 |
|
|
2018
Q3 | $316K | Buy |
5,914
+2
| +0% | +$106 | 0.16% | 68 |
|
|
2018
Q2 | $297K | Sell |
5,912
-26,024
| -81% | -$1.26M | 0.16% | 71 |
|
|
2018
Q1 | $1.53M | Sell |
31,936
-49,327
| -61% | -$2.48M | 0.89% | 35 |
|
|
2017
Q4 | $4.3M | Sell |
81,263
-10,836
| -12% | -$533K | 2.59% | 16 |
|
|
2017
Q3 | $4.56M | Sell |
92,099
-3,478
| -4% | -$164K | 2.96% | 14 |
|
|
2017
Q2 | $4.27M | Sell |
95,577
-2,039
| -2% | -$95K | 2.69% | 13 |
|
|
2017
Q1 | $4.76M | Sell |
97,616
-1,348
| -1% | -$67.6K | 3.02% | 5 |
|
|
2016
Q4 | $5.28M | Sell |
98,964
-11,095
| -10% | -$555K | 3.64% | 4 |
|
|
2016
Q3 | $5.72M | Buy |
110,059
+20,133
| +22% | +$1.08M | 4.66% | 4 |
|
|
2016
Q2 | $5.02M | Buy |
89,926
+172
| +0.2% | +$8.92K | 6.09% | 6 |
|
|
2016
Q1 | $4.85M | Sell |
89,754
-338
| -0.4% | -$16.9K | 7.83% | 3 |
|
|
2015
Q4 | $4.16M | Sell |
90,092
-1,390
| -2% | -$63.1K | 4.72% | 10 |
|
|
2015
Q3 | $3.98M | Sell |
91,482
-45
| -0% | -$2.08K | 5.82% | 3 |
|
|
2015
Q2 | $4.27M | Sell |
91,527
-9,397
| -9% | -$460K | 2.33% | 12 |
|
|
2015
Q1 | $4.91M | Buy |
100,924
+415
| +0.4% | +$20K | 2.86% | 10 |
|
|
2014
Q4 | $4.7M | Sell |
100,509
-307
| -0.3% | -$15K | 2.56% | 10 |
|
|
2014
Q3 | $5.04M | Buy |
100,816
+2,636
| +3% | +$131K | 3.23% | 9 |
|
|
2014
Q2 | $4.8M | Buy |
98,180
+4,218
| +4% | +$204K | 2.82% | 9 |
|
|
2014
Q1 | $4.47M | Buy |
+93,962
| New | +$4.44M | 2.83% | 10 |
|
Other funds holding VZ
VCM
VPM
