Andesa Financial Management’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$1.81M Buy
98,675
+53,760
+120% +$984K 0.93% 43
2022
Q4
$1.77M Sell
44,915
-16,762
-27% -$660K 0.97% 39
2022
Q3
$2.34M Buy
61,677
+14,385
+30% +$546K 0.82% 43
2022
Q2
$2.4M Sell
47,292
-522
-1% -$26.5K 1.52% 22
2022
Q1
$2.43M Buy
47,814
+41,311
+635% +$2.1M 1.31% 27
2021
Q4
$338K Sell
6,503
-7,658
-54% -$398K 0.17% 112
2021
Q3
$767K Sell
14,161
-7,702
-35% -$417K 0.42% 64
2021
Q2
$1.22M Sell
21,863
-73,241
-77% -$4.1M 0.37% 62
2021
Q1
$5.53M Buy
95,104
+42,234
+80% +$2.46M 1.8% 18
2020
Q4
$3.11M Sell
52,870
-38,301
-42% -$2.25M 2.04% 14
2020
Q3
$5.42M Buy
91,171
+38,752
+74% +$2.31M 2.24% 12
2020
Q2
$2.89M Buy
52,419
+9,213
+21% +$507K 2.57% 9
2020
Q1
$2.32M Sell
43,206
-1,138
-3% -$61.1K 2.6% 12
2019
Q4
$2.72M Buy
44,344
+1,703
+4% +$105K 2.38% 15
2019
Q3
$2.57M Buy
42,641
+6,598
+18% +$398K 2.49% 14
2019
Q2
$2.06M Sell
36,043
-31,881
-47% -$1.82M 1.95% 18
2019
Q1
$4.02M Buy
67,924
+39,024
+135% +$2.31M 1.98% 19
2018
Q4
$1.62M Buy
28,900
+22,361
+342% +$1.26M 1.93% 21
2018
Q3
$348K Buy
6,539
+1,424
+28% +$75.8K 0.53% 50
2018
Q2
$257K Sell
5,115
-764
-13% -$38.4K 0.42% 56
2018
Q1
$280K Sell
5,879
-2,177
-27% -$104K 0.46% 54
2017
Q4
$425K Buy
+8,056
New +$425K 0.63% 54