Arbor Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $334K | Sell |
6,438
-425
| -6% | -$22K | 0.07% | 46 |
|
|
2021
Q3 | $371K | Sell |
6,863
-152
| -2% | -$8.22K | 0.09% | 36 |
|
|
2021
Q2 | $393K | Buy |
7,015
+157
| +2% | +$8.8K | 0.1% | 32 |
|
|
2021
Q1 | $399K | Buy |
6,858
+537
| +8% | +$31.2K | 0.12% | 29 |
|
|
2020
Q4 | $371K | Buy |
6,321
+47
| +0.7% | +$2.76K | 0.14% | 33 |
|
|
2020
Q3 | $373K | Buy |
6,274
+1,220
| +24% | +$72.5K | 0.15% | 34 |
|
|
2020
Q2 | $279K | Sell |
5,054
-103
| -2% | -$5.69K | 0.13% | 35 |
|
|
2020
Q1 | $277K | Buy |
5,157
+359
| +7% | +$19.3K | 0.18% | 32 |
|
|
2019
Q4 | $295K | Buy |
4,798
+501
| +12% | +$30.8K | 0.12% | 53 |
|
|
2019
Q3 | $259K | Buy |
4,297
+2,954
| +220% | +$178K | 0.13% | 47 |
|
|
2019
Q2 | $77K | Buy |
1,343
+12
| +0.9% | +$688 | 0.04% | 70 |
|
|
2019
Q1 | $79K | Sell |
1,331
-67
| -5% | -$3.98K | 0.05% | 68 |
|
|
2018
Q4 | $79K | Buy |
+1,398
| New | +$79K | 0.07% | 65 |
|
|
2018
Q2 | – | Sell |
-68,048
| Closed | -$3.3M | – | 68 |
|
|
2018
Q1 | $3.3M | Sell |
68,048
-2,009
| -3% | -$97.4K | 2.82% | 16 |
|
|
2017
Q4 | $3.71M | Sell |
70,057
-201
| -0.3% | -$10.6K | 2.83% | 13 |
|
|
2017
Q3 | $3.11M | Buy |
70,258
+4,450
| +7% | +$197K | 2.66% | 14 |
|
|
2017
Q2 | $3.16M | Sell |
65,808
-1,052
| -2% | -$50.5K | 2.99% | 12 |
|
|
2017
Q1 | $3.06M | Buy |
66,860
+18,450
| +38% | +$846K | 2.69% | 12 |
|
|
2016
Q4 | $2.35K | Sell |
48,410
-943
| -2% | -$46 | 1.83% | 22 |
|
|
2016
Q3 | $2.48M | Sell |
49,353
-359
| -0.7% | -$18K | 2.12% | 17 |
|
|
2016
Q2 | $2.72M | Buy |
49,712
+7,285
| +17% | +$399K | 2.57% | 15 |
|
|
2016
Q1 | $2.18M | Buy |
42,427
+1,343
| +3% | +$69K | 2.25% | 19 |
|
|
2015
Q4 | $2.03M | Buy |
+41,084
| New | +$2.03M | 2.22% | 16 |
|