A detailed history of Concentric Wealth Management, LLC transactions in Verizon Communications Inc stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 79,730 shares of VZ stock, worth $3.32 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
79,730
Previous 78,118 2.06%
Holding current value
$3.32 Million
Previous $3.22 Million 11.15%
% of portfolio
0.76%
Previous 0.85%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$38.89 - $45.0 $62,690 - $72,540
1,612 Added 2.06%
79,730 $3.58 Million
Q2 2024

Aug 13, 2024

BUY
$38.6 - $42.84 $59,559 - $66,102
1,543 Added 2.02%
78,118 $3.22 Million
Q1 2024

May 08, 2024

BUY
$37.9 - $42.49 $94,560 - $106,012
2,495 Added 3.37%
76,575 $3.21 Million
Q4 2023

Feb 14, 2024

SELL
$30.67 - $38.65 $101,057 - $127,351
-3,295 Reduced 4.26%
74,080 $2.79 Million
Q3 2023

Nov 08, 2023

BUY
$31.46 - $37.48 $35,549 - $42,352
1,130 Added 1.48%
77,375 $2.51 Million
Q2 2023

Aug 08, 2023

SELL
$34.46 - $40.11 $51,414 - $59,844
-1,492 Reduced 1.92%
76,245 $2.84 Million
Q1 2023

May 10, 2023

BUY
$36.54 - $42.19 $54,517 - $62,947
1,492 Added 1.96%
77,737 $3.02 Million
Q4 2022

Feb 10, 2023

SELL
$35.35 - $39.81 $53,625 - $60,391
-1,517 Reduced 1.95%
76,245 $3 Million
Q3 2022

Nov 09, 2022

BUY
$37.97 - $51.64 $52,778 - $71,779
1,390 Added 1.82%
77,762 $2.95 Million
Q2 2022

Aug 12, 2022

BUY
$46.23 - $55.01 $117,285 - $139,560
2,537 Added 3.44%
76,372 $3.88 Million
Q1 2022

Apr 14, 2022

BUY
$50.8 - $55.11 $69,088 - $74,949
1,360 Added 1.88%
73,835 $3.76 Million
Q4 2021

Feb 10, 2022

BUY
$49.77 - $54.53 $122,683 - $134,416
2,465 Added 3.52%
72,475 $3.77 Million
Q3 2021

Nov 12, 2021

BUY
$54.01 - $56.55 $123,736 - $129,556
2,291 Added 3.38%
70,010 $3.78 Million
Q2 2021

Aug 12, 2021

BUY
$55.82 - $59.52 $100,196 - $106,838
1,795 Added 2.72%
67,719 $3.79 Million
Q1 2021

May 14, 2021

BUY
$54.15 - $59.29 $414,085 - $453,390
7,647 Added 13.12%
65,924 $3.83 Million
Q4 2020

Feb 10, 2021

BUY
$56.31 - $61.74 $69,261 - $75,940
1,230 Added 2.16%
58,277 $3.42 Million
Q3 2020

Nov 12, 2020

BUY
$53.94 - $60.61 $20,928 - $23,516
388 Added 0.68%
57,047 $3.39 Million
Q2 2020

Aug 11, 2020

BUY
$52.92 - $58.46 $41,277 - $45,598
780 Added 1.4%
56,659 $3.12 Million
Q1 2020

May 07, 2020

BUY
$49.94 - $61.05 $33,409 - $40,842
669 Added 1.21%
55,879 $3 Million
Q4 2019

Feb 10, 2020

BUY
$58.91 - $62.07 $810,307 - $853,772
13,755 Added 33.18%
55,210 $3.39 Million
Q3 2019

Nov 06, 2019

SELL
$55.05 - $60.51 $1,376 - $1,512
-25 Reduced 0.06%
41,455 $2.5 Million
Q2 2019

Aug 05, 2019

BUY
$54.35 - $59.5 $39,132 - $42,840
720 Added 1.77%
41,480 $2.37 Million
Q1 2019

May 08, 2019

BUY
$53.28 - $60.88 $51,948 - $59,358
975 Added 2.45%
40,760 $2.41 Million
Q4 2018

Feb 13, 2019

BUY
$53.05 - $60.65 $120,954 - $138,282
2,280 Added 6.08%
39,785 $2.24 Million
Q3 2018

Nov 13, 2018

BUY
$50.42 - $54.97 $81,579 - $88,941
1,618 Added 4.51%
37,505 $2 Million
Q2 2018

Aug 06, 2018

BUY
$46.38 - $51.57 $13,914 - $15,471
300 Added 0.84%
35,887 $1.81 Million
Q1 2018

May 03, 2018

BUY
$46.29 - $54.72 $4,629 - $5,472
100 Added 0.28%
35,587 $1.7 Million
Q4 2017

Feb 06, 2018

BUY
$44.11 - $53.43 $64,621 - $78,274
1,465 Added 4.31%
35,487 $1.88 Million
Q3 2017

Nov 07, 2017

BUY
$46.11 - $49.9 $1.57 Million - $1.7 Million
34,022
34,022 $1.68 Million

Others Institutions Holding VZ

About VERIZON COMMUNICATIONS INC


  • Ticker VZ
  • Exchange NYSE
  • Sector Communication Services
  • Industry Telecom Services
  • Shares Outstandng 4,199,820,032
  • Market Cap $175B
  • Description
  • Verizon Communications Inc., through its subsidiaries, offers communications, technology, information, and entertainment products and services to consumers, businesses, and governmental entities worldwide. Its Consumer segment provides postpaid and prepaid service plans; internet access on notebook computers and tablets; wireless equipment, incl...
More about VZ
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