Atwater Malick’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-110,815
| Closed | -$4.31M | – | 66 |
|
|
2023
Q1 | $4.31M | Buy |
110,815
+6,657
| +6% | +$259K | 2.02% | 23 |
|
|
2022
Q4 | $4.1M | Buy |
104,158
+3,356
| +3% | +$132K | 2.02% | 23 |
|
|
2022
Q3 | $3.83M | Buy |
100,802
+2,787
| +3% | +$106K | 2.14% | 23 |
|
|
2022
Q2 | $4.97M | Buy |
98,015
+4,331
| +5% | +$220K | 2.62% | 21 |
|
|
2022
Q1 | $4.77M | Buy |
93,684
+7,720
| +9% | +$393K | 2.3% | 23 |
|
|
2021
Q4 | $4.47M | Buy |
85,964
+3,976
| +5% | +$207K | 2.07% | 24 |
|
|
2021
Q3 | $4.43M | Buy |
81,988
+4,318
| +6% | +$233K | 2.34% | 22 |
|
|
2021
Q2 | $4.35M | Buy |
77,670
+5,585
| +8% | +$313K | 2.41% | 22 |
|
|
2021
Q1 | $4.19M | Sell |
72,085
-810
| -1% | -$47.1K | 2.57% | 22 |
|
|
2020
Q4 | $4.28M | Buy |
72,895
+1,356
| +2% | +$79.7K | 2.69% | 21 |
|
|
2020
Q3 | $4.26M | Buy |
71,539
+2,925
| +4% | +$174K | 2.98% | 19 |
|
|
2020
Q2 | $3.78M | Buy |
68,614
+3,637
| +6% | +$201K | 2.98% | 21 |
|
|
2020
Q1 | $3.49M | Buy |
64,977
+6,622
| +11% | +$356K | 3.35% | 18 |
|
|
2019
Q4 | $3.58M | Buy |
58,355
+3,082
| +6% | +$189K | 2.85% | 23 |
|
|
2019
Q3 | $3.34M | Buy |
55,273
+5,510
| +11% | +$333K | 2.8% | 22 |
|
|
2019
Q2 | $2.84M | Buy |
49,763
+2,216
| +5% | +$127K | 2.61% | 23 |
|
|
2019
Q1 | $2.81M | Buy |
47,547
+3,405
| +8% | +$201K | 2.75% | 23 |
|
|
2018
Q4 | $2.48M | Buy |
+44,142
| New | +$2.48M | 2.78% | 23 |
|