Altium 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
Q2 | $1.53M | Sell |
30,134
-2,256
| -7% | -$114K | 0.11% | 111 |
|
|
2022
Q1 | $1.65M | Buy |
32,390
+5,165
| +19% | +$263K | 0.11% | 109 |
|
|
2021
Q4 | $1.42M | Sell |
27,225
-1,809
| -6% | -$94K | 0.09% | 113 |
|
|
2021
Q3 | $1.57M | Sell |
29,034
-503
| -2% | -$27.2K | 0.11% | 96 |
|
|
2021
Q2 | $1.66M | Sell |
29,537
-8,450
| -22% | -$473K | 0.12% | 91 |
|
|
2021
Q1 | $2.21M | Sell |
37,987
-7,820
| -17% | -$455K | 0.18% | 65 |
|
|
2020
Q4 | $2.69M | Buy |
45,807
+801
| +2% | +$47.1K | 0.24% | 47 |
|
|
2020
Q3 | $2.68M | Buy |
45,006
+1,033
| +2% | +$61.4K | 0.28% | 42 |
|
|
2020
Q2 | $2.42M | Sell |
43,973
-8,604
| -16% | -$474K | 0.27% | 43 |
|
|
2020
Q1 | $2.83M | Buy |
52,577
+11,954
| +29% | +$642K | 0.39% | 32 |
|
|
2019
Q4 | $2.49M | Buy |
40,623
+2,567
| +7% | +$158K | 0.3% | 46 |
|
|
2019
Q3 | $2.3M | Buy |
38,056
+1,398
| +4% | +$84.4K | 0.31% | 43 |
|
|
2019
Q2 | $2.09M | Sell |
36,658
-12,338
| -25% | -$705K | 0.3% | 44 |
|
|
2019
Q1 | $2.9M | Buy |
48,996
+3,339
| +7% | +$197K | 0.46% | 28 |
|
|
2018
Q4 | $2.57M | Sell |
45,657
-7,820
| -15% | -$440K | 0.49% | 28 |
|
|
2018
Q3 | $2.86M | Buy |
53,477
+30,961
| +138% | +$1.65M | 0.55% | 30 |
|
|
2018
Q2 | $1.13M | Buy |
22,516
+7,812
| +53% | +$393K | 0.3% | 60 |
|
|
2018
Q1 | $703K | Buy |
14,704
+3,430
| +30% | +$164K | 0.28% | 60 |
|
|
2017
Q4 | $596K | Buy |
+11,274
| New | +$596K | 0.27% | 68 |
|