YHB Investment Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Sell |
4,691
-533
| -10% | -$23K | 0.02% | 296 |
|
|
2025
Q1 | $237K | Sell |
5,224
-52
| -1% | -$2.36K | 0.02% | 264 |
|
|
2024
Q4 | $211K | Sell |
5,276
-150
| -3% | -$6K | 0.02% | 271 |
|
|
2024
Q3 | $244K | Sell |
5,426
-944
| -15% | -$42.4K | 0.02% | 257 |
|
|
2024
Q2 | $263K | Sell |
6,370
-261
| -4% | -$10.8K | 0.02% | 247 |
|
|
2024
Q1 | $278K | Sell |
6,631
-1,444
| -18% | -$60.6K | 0.02% | 239 |
|
|
2023
Q4 | $304K | Sell |
8,075
-13,098
| -62% | -$494K | 0.03% | 225 |
|
|
2023
Q3 | $742K | Buy |
21,173
+9,441
| +80% | +$331K | 0.07% | 155 |
|
|
2023
Q2 | $436K | Sell |
11,732
-148
| -1% | -$5.5K | 0.04% | 198 |
|
|
2023
Q1 | $462K | Sell |
11,880
-145
| -1% | -$5.64K | 0.05% | 195 |
|
|
2022
Q4 | $474K | Sell |
12,025
-265
| -2% | -$10.4K | 0.05% | 186 |
|
|
2022
Q3 | $467K | Sell |
12,290
-577
| -4% | -$21.9K | 0.05% | 193 |
|
|
2022
Q2 | $653K | Sell |
12,867
-441
| -3% | -$22.4K | 0.07% | 169 |
|
|
2022
Q1 | $678K | Sell |
13,308
-1,834
| -12% | -$93.4K | 0.06% | 178 |
|
|
2021
Q4 | $787K | Sell |
15,142
-646
| -4% | -$33.6K | 0.06% | 178 |
|
|
2021
Q3 | $853K | Sell |
15,788
-402
| -2% | -$21.7K | 0.07% | 172 |
|
|
2021
Q2 | $907K | Sell |
16,190
-1,208
| -7% | -$67.7K | 0.08% | 172 |
|
|
2021
Q1 | $1.01M | Buy |
17,398
+881
| +5% | +$51.3K | 0.09% | 165 |
|
|
2020
Q4 | $970K | Buy |
16,517
+1,415
| +9% | +$83.1K | 0.09% | 164 |
|
|
2020
Q3 | $898K | Sell |
15,102
-8,572
| -36% | -$510K | 0.1% | 160 |
|
|
2020
Q2 | $1.31M | Buy |
23,674
+1,937
| +9% | +$107K | 0.19% | 95 |
|
|
2020
Q1 | $1.17M | Buy |
21,737
+1,648
| +8% | +$88.6K | 0.2% | 94 |
|
|
2019
Q4 | $1.23M | Sell |
20,089
-872
| -4% | -$53.5K | 0.18% | 102 |
|
|
2019
Q3 | $1.27M | Buy |
20,961
+882
| +4% | +$53.2K | 0.19% | 98 |
|
|
2019
Q2 | $1.15M | Sell |
20,079
-37
| -0.2% | -$2.11K | 0.18% | 105 |
|
|
2019
Q1 | $1.19M | Buy |
20,116
+538
| +3% | +$31.8K | 0.19% | 109 |
|
|
2018
Q4 | $1.1M | Buy |
19,578
+3,724
| +23% | +$209K | 0.2% | 106 |
|
|
2018
Q3 | $846K | Sell |
15,854
-250
| -2% | -$13.3K | 0.13% | 126 |
|
|
2018
Q2 | $810K | Buy |
16,104
+61
| +0.4% | +$3.07K | 0.13% | 124 |
|
|
2018
Q1 | $767K | Buy |
16,043
+745
| +5% | +$35.6K | 0.13% | 122 |
|
|
2017
Q4 | $810K | Sell |
15,298
-513
| -3% | -$27.2K | 0.14% | 116 |
|
|
2017
Q3 | $782K | Sell |
15,811
-5,657
| -26% | -$280K | 0.14% | 116 |
|
|
2017
Q2 | $959K | Buy |
21,468
+1,909
| +10% | +$85.3K | 0.16% | 109 |
|
|
2017
Q1 | $898K | Sell |
19,559
-3,575
| -15% | -$164K | 0.17% | 108 |
|
|
2016
Q4 | $1.24M | Sell |
23,134
-160
| -0.7% | -$8.54K | 0.26% | 95 |
|
|
2016
Q3 | $1.21M | Sell |
23,294
-518
| -2% | -$26.9K | 0.29% | 91 |
|
|
2016
Q2 | $1.33M | Buy |
23,812
+4,240
| +22% | +$237K | 0.29% | 89 |
|
|
2016
Q1 | $1.06M | Sell |
19,572
-1,602
| -8% | -$86.6K | 0.29% | 86 |
|
|
2015
Q4 | $979K | Sell |
21,174
-1,010
| -5% | -$46.7K | 0.22% | 101 |
|
|
2015
Q3 | $965K | Sell |
22,184
-172
| -0.8% | -$7.48K | 0.23% | 100 |
|
|
2015
Q2 | $1.04M | Sell |
22,356
-2,753
| -11% | -$128K | 0.23% | 103 |
|
|
2015
Q1 | $1.22M | Buy |
25,109
+2,500
| +11% | +$122K | 0.27% | 95 |
|
|
2014
Q4 | $1.06M | Buy |
22,609
+270
| +1% | +$12.6K | 0.24% | 100 |
|
|
2014
Q3 | $1.12M | Buy |
22,339
+1,311
| +6% | +$65.6K | 0.27% | 94 |
|
|
2014
Q2 | $1.03M | Buy |
21,028
+1,251
| +6% | +$61.2K | 0.25% | 95 |
|
|
2014
Q1 | $941K | Buy |
19,777
+1,728
| +10% | +$82.2K | 0.24% | 98 |
|
|
2013
Q4 | $887K | Sell |
18,049
-200
| -1% | -$9.83K | 0.24% | 100 |
|
|
2013
Q3 | $852K | Sell |
18,249
-200
| -1% | -$9.34K | 0.25% | 100 |
|
|
2013
Q2 | $929K | Buy |
+18,449
| New | +$929K | 0.29% | 97 |
|