Bridgeworth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $234K | Sell |
6,211
-7
| -0.1% | -$264 | 0.02% | 163 |
|
|
2023
Q3 | $202K | Buy |
6,218
+23
| +0.4% | +$745 | 0.02% | 163 |
|
|
2023
Q2 | $230K | Sell |
6,195
-124
| -2% | -$4.61K | 0.03% | 154 |
|
|
2023
Q1 | $246K | Sell |
6,319
-457
| -7% | -$17.8K | 0.03% | 143 |
|
|
2022
Q4 | $267K | Sell |
6,776
-1,005
| -13% | -$39.6K | 0.04% | 132 |
|
|
2022
Q3 | $295K | Sell |
7,781
-21
| -0.3% | -$796 | 0.07% | 110 |
|
|
2022
Q2 | $396K | Sell |
7,802
-1,159
| -13% | -$58.8K | 0.09% | 96 |
|
|
2022
Q1 | $456K | Sell |
8,961
-1,264
| -12% | -$64.3K | 0.1% | 86 |
|
|
2021
Q4 | $531K | Buy |
10,225
+528
| +5% | +$27.4K | 0.12% | 79 |
|
|
2021
Q3 | $524K | Buy |
9,697
+253
| +3% | +$13.7K | 0.15% | 73 |
|
|
2021
Q2 | $529K | Buy |
9,444
+201
| +2% | +$11.3K | 0.15% | 72 |
|
|
2021
Q1 | $537K | Sell |
9,243
-25
| -0.3% | -$1.45K | 0.17% | 66 |
|
|
2020
Q4 | $545K | Sell |
9,268
-26
| -0.3% | -$1.53K | 0.18% | 69 |
|
|
2020
Q3 | $553K | Sell |
9,294
-880
| -9% | -$52.4K | 0.21% | 66 |
|
|
2020
Q2 | $561K | Sell |
10,174
-174
| -2% | -$9.59K | 0.22% | 64 |
|
|
2020
Q1 | $556K | Sell |
10,348
-647
| -6% | -$34.8K | 0.25% | 58 |
|
|
2019
Q4 | $675K | Sell |
10,995
-2,065
| -16% | -$127K | 0.25% | 55 |
|
|
2019
Q3 | $788K | Sell |
13,060
-3,256
| -20% | -$196K | 0.3% | 47 |
|
|
2019
Q2 | $932K | Buy |
16,316
+903
| +6% | +$51.6K | 0.35% | 47 |
|
|
2019
Q1 | $911K | Sell |
15,413
-254
| -2% | -$15K | 0.36% | 45 |
|
|
2018
Q4 | $748K | Buy |
15,667
+304
| +2% | +$14.5K | 0.43% | 36 |
|
|
2018
Q3 | $698K | Buy |
15,363
+1,508
| +11% | +$68.5K | 0.39% | 40 |
|
|
2018
Q2 | $697K | Sell |
13,855
-2,321
| -14% | -$117K | 0.3% | 52 |
|
|
2018
Q1 | $763K | Buy |
+16,176
| New | +$763K | 0.35% | 49 |
|
|
2017
Q3 | – | Sell |
-13,796
| Closed | -$593K | – | 132 |
|
|
2017
Q2 | $593K | Sell |
13,796
-1,656
| -11% | -$71.2K | 0.3% | 60 |
|
|
2017
Q1 | $759K | Buy |
15,452
+2,384
| +18% | +$117K | 0.4% | 52 |
|
|
2016
Q4 | $684K | Buy |
+13,068
| New | +$684K | 0.38% | 54 |
|