Ownership history in Windle Wealth, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Windle Wealth, LLC reported a position in VERIZON COMMUNICATIONS INC (VZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 196,458 | +16,937 | +9.4% | 3.58% | $8.0M | $40.04 |
| 2025 Q3 | ADDED | 179,521 | +1,934 | +1.1% | 3.53% | $7.9M | $42.47 |
| 2025 Q2 | REDUCED | 177,587 | -6,303 | -3.4% | 3.76% | $7.7M | $41.15 |
| 2025 Q1 | ADDED | 183,890 | +13,888 | +8.2% | 4.30% | $8.3M | $42.45 |
| 2024 Q4 | ADDED | 170,002 | +7,071 | +4.3% | 3.76% | $6.8M | $36.78 |
| 2024 Q3 | ADDED | 162,931 | +7,178 | +4.6% | 3.98% | $7.3M | $40.67 |
| 2024 Q2 | REDUCED | 155,753 | -4,217 | -2.6% | 3.92% | $6.4M | $36.74 |
| 2024 Q1 | REDUCED | 159,970 | -4,272 | -2.6% | 4.28% | $6.7M | $36.79 |
| 2023 Q4 | ADDED | 164,242 | +1,270 | +0.8% | 4.34% | $6.2M | $32.50 |
| 2023 Q3 | ADDED | 162,972 | +23,020 | +16.4% | 3.94% | $5.3M | $27.36 |
As of 2025 Q4 — sorted by position size