Adams Chetwood Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $859K | Buy |
16,871
+4,074
| +32% | +$207K | 0.49% | 37 |
|
|
2021
Q4 | $665K | Sell |
12,797
-2,624
| -17% | -$136K | 0.45% | 45 |
|
|
2021
Q3 | $833K | Sell |
15,421
-530
| -3% | -$28.6K | 0.6% | 37 |
|
|
2021
Q2 | $894K | Sell |
15,951
-509
| -3% | -$28.5K | 0.63% | 34 |
|
|
2021
Q1 | $957K | Buy |
16,460
+230
| +1% | +$13.4K | 0.73% | 32 |
|
|
2020
Q4 | $954K | Buy |
16,230
+785
| +5% | +$46.1K | 0.79% | 27 |
|
|
2020
Q3 | $919K | Sell |
15,445
-410
| -3% | -$24.4K | 0.88% | 24 |
|
|
2020
Q2 | $874K | Sell |
15,855
-425
| -3% | -$23.4K | 0.89% | 25 |
|
|
2020
Q1 | $928K | Buy |
16,280
+1,725
| +12% | +$98.3K | 1.09% | 18 |
|
|
2019
Q4 | $894K | Buy |
+14,555
| New | +$894K | 0.91% | 21 |
|