Summit Financial Strategies, Inc. Verizon Communications Inc Transaction History

Summit Financial Strategies, Inc.

$998 Million
Q2 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Verizon Communications Inc stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 5,578 shares of VZ stock, worth $238,236. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,578

Previous 5,682 1.83%

Holding current value

$238,236

Previous $257,000 6.23%

% of portfolio

0.02%

Previous 0.03%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$41.67 - $45.62 $4,333 - $4,744	-104 Reduced 1.83%	5,578 $241,000
Q1 2025 May 12, 2025	SELL	$37.81 - $46.49 $9,339 - $11,483	-247 Reduced 4.17%	5,682 $257,000
Q4 2024 Jan 22, 2025	BUY	$39.6 - $45.21 $18,928 - $21,610	478 Added 8.77%	5,929 $237,000
Q3 2024 Oct 16, 2024	BUY	$38.89 - $45.0 $18,744 - $21,690	482 Added 9.7%	5,451 $244,000
Q2 2024 Jul 19, 2024	BUY	$38.6 - $42.84 $1,312 - $1,456	34 Added 0.69%	4,969 $204,000
Q1 2024 May 09, 2024	BUY	$37.9 - $42.49 $187,036 - $209,688	4,935 New	4,935 $207,000
Q4 2022 Jan 20, 2023	SELL	$35.35 - $39.81 $111,670 - $125,759	-3,159 Reduced 31.76%	6,788 $0
Q3 2022 Oct 21, 2022	BUY	$37.97 - $51.64 $95,912 - $130,442	2,526 Added 34.04%	9,947 $378,000
Q2 2022 Jul 25, 2022	BUY	$46.23 - $55.01 $109,842 - $130,703	2,376 Added 47.1%	7,421 $377,000
Q1 2022 May 04, 2022	SELL	$50.8 - $55.11 $35,763 - $38,797	-704 Reduced 12.25%	5,045 $257,000
Q4 2021 Feb 03, 2022	SELL	$49.77 - $54.53 $130,198 - $142,650	-2,616 Reduced 31.27%	5,749 $299,000
Q3 2021 Nov 10, 2021	BUY	$54.01 - $56.55 $13,988 - $14,646	259 Added 3.2%	8,365 $452,000
Q2 2021 Aug 11, 2021	BUY	$55.82 - $59.52 $452,476 - $482,469	8,106 New	8,106 $454,000
Q1 2021 May 11, 2021	SELL	$54.15 - $59.29 $304,214 - $333,091	-5,618 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	$56.31 - $61.74 $5,124 - $5,618	91 Added 1.65%	5,618 $330,000
Q3 2020 Nov 16, 2020	BUY	$53.94 - $60.61 $2,750 - $3,091	51 Added 0.93%	5,527 $329,000
Q2 2020 Jul 31, 2020	BUY	$52.92 - $58.46 $2,698 - $2,981	51 Added 0.94%	5,476 $302,000
Q1 2020 May 11, 2020	BUY	$49.94 - $61.05 $270,924 - $331,196	5,425 New	5,425 $291,000
Q4 2019 Feb 11, 2020	SELL	$58.91 - $62.07 $381,265 - $401,717	-6,472 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$55.05 - $60.51 $605 - $665	11 Added 0.17%	6,472 $391,000
Q2 2018 Aug 06, 2018	SELL	$46.38 - $51.57 $5,658 - $6,291	-122 Reduced 1.85%	6,461 $325,000
Q1 2018 May 14, 2018	SELL	$46.29 - $54.72 $60,963 - $72,066	-1,317 Reduced 16.67%	6,583 $315,000
Q4 2017 Jan 29, 2018	SELL	$44.11 - $53.43 $5,513 - $6,678	-125 Reduced 1.56%	7,900 $418,000
Q3 2017 Nov 09, 2017	BUY	$46.11 - $49.9 $370,032 - $400,447	8,025	8,025 $397,000

Others Institutions Holding VZ

# of Institutions

3,460

Shares Held

2.71B

Call Options Held

44.1M

Put Options Held

40.4M

View Full List

About VERIZON COMMUNICATIONS INC

Ticker VZ
Exchange NYSE
Sector Communication Services
Industry Telecom Services
Shares Outstandng 4,199,820,032
Market Cap $179B
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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Summit Financial Strategies, Inc. Verizon Communications Inc Transaction History