Berman Capital Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $996K | Buy |
18,458
+5,553
| +43% | +$300K | 0.16% | 74 |
|
|
2021
Q2 | $722K | Buy |
12,905
+1,977
| +18% | +$111K | 0.11% | 89 |
|
|
2021
Q1 | $634K | Sell |
10,928
-138
| -1% | -$8.01K | 0.13% | 82 |
|
|
2020
Q4 | $648K | Buy |
11,066
+1,397
| +14% | +$81.8K | 0.16% | 70 |
|
|
2020
Q3 | $572K | Buy |
9,669
+1,202
| +14% | +$71.1K | 0.16% | 67 |
|
|
2020
Q2 | $464K | Sell |
8,467
-2,488
| -23% | -$136K | 0.12% | 72 |
|
|
2020
Q1 | $587K | Buy |
10,955
+1,152
| +12% | +$61.7K | 0.19% | 61 |
|
|
2019
Q4 | $600K | Buy |
9,803
+2,173
| +28% | +$133K | 0.17% | 63 |
|
|
2019
Q3 | $460K | Sell |
7,630
-180
| -2% | -$10.9K | 0.14% | 71 |
|
|
2019
Q2 | $445K | Buy |
7,810
+1,476
| +23% | +$84.1K | 0.14% | 69 |
|
|
2019
Q1 | $374K | Buy |
6,334
+906
| +17% | +$53.5K | 0.13% | 78 |
|
|
2018
Q4 | $303K | Sell |
5,428
-1,621
| -23% | -$90.5K | 0.12% | 80 |
|
|
2018
Q3 | $376K | Buy |
7,049
+658
| +10% | +$35.1K | 0.16% | 67 |
|
|
2018
Q2 | $321K | Buy |
6,391
+1,486
| +30% | +$74.6K | 0.11% | 80 |
|
|
2018
Q1 | $235K | Buy |
+4,905
| New | +$235K | 0.09% | 92 |
|