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 |
|