Beaumont Asset 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 | – | Sell |
-14,444
| Closed | -$735K | – | 72 |
|
2022
Q1 | $735K | Buy |
14,444
+315
| +2% | +$16K | 0.5% | 36 |
|
2021
Q4 | $734K | Sell |
14,129
-24
| -0.2% | -$1.25K | 0.49% | 36 |
|
2021
Q3 | $764K | Sell |
14,153
-167
| -1% | -$9.02K | 0.57% | 31 |
|
2021
Q2 | $802K | Buy |
14,320
+54
| +0.4% | +$3.02K | 0.62% | 29 |
|
2021
Q1 | $829K | Buy |
14,266
+700
| +5% | +$40.7K | 0.7% | 29 |
|
2020
Q4 | $797K | Buy |
13,566
+278
| +2% | +$16.3K | 0.72% | 27 |
|
2020
Q3 | $790K | Sell |
13,288
-211
| -2% | -$12.5K | 0.79% | 26 |
|
2020
Q2 | $744K | Buy |
13,499
+343
| +3% | +$18.9K | 0.78% | 30 |
|
2020
Q1 | $706K | Buy |
+13,156
| New | +$706K | 0.85% | 30 |
|