Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-4,480
Closed -$228K 256
2022
Q1
$228K Buy
+4,480
New +$237K 0.05% 141
2021
Q4
Sell
-211,091
Closed -$11.4M 105
2021
Q3
$11.4M Buy
211,091
+8,667
+4% +$479K 3.18% 9
2021
Q2
$11.3M Buy
202,424
+8,614
+4% +$494K 3.13% 13
2021
Q1
$11.3M Buy
+193,810
New +$10.9M 3.47% 15
2020
Q4
Sell
-133,392
Closed -$7.94M 272
2020
Q3
$7.94M Buy
133,392
+19,156
+17% +$1.11M 2.87% 16
2020
Q2
$6.3M Buy
114,236
+31,350
+38% +$1.76M 2.58% 22
2020
Q1
$4.76M Buy
82,886
+79,063
+2,068% +$4.52M 2.19% 23
2019
Q4
$235K Buy
+3,823
New +$231K 0.1% 66

Other funds holding VZ