Buckley Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-32,002
| Closed | -$1.62M | – | 137 |
|
2022
Q2 | $1.62M | Sell |
32,002
-2,541
| -7% | -$129K | 0.52% | 35 |
|
2022
Q1 | $1.76M | Sell |
34,543
-343
| -1% | -$17.5K | 0.48% | 37 |
|
2021
Q4 | $1.81M | Sell |
34,886
-4,001
| -10% | -$208K | 0.53% | 35 |
|
2021
Q3 | $2.1M | Sell |
38,887
-241
| -0.6% | -$13K | 0.68% | 29 |
|
2021
Q2 | $2.19M | Sell |
39,128
-406
| -1% | -$22.7K | 0.75% | 25 |
|
2021
Q1 | $2.3M | Sell |
39,534
-534
| -1% | -$31.1K | 0.85% | 24 |
|
2020
Q4 | $2.35M | Sell |
40,068
-3,825
| -9% | -$225K | 0.97% | 22 |
|
2020
Q3 | $2.61M | Sell |
43,893
-2,031
| -4% | -$121K | 1.17% | 21 |
|
2020
Q2 | $2.53M | Buy |
45,924
+925
| +2% | +$51K | 1.15% | 22 |
|
2020
Q1 | $2.42M | Sell |
44,999
-562
| -1% | -$30.2K | 1.31% | 21 |
|
2019
Q4 | $2.8M | Buy |
45,561
+673
| +1% | +$41.3K | 1.27% | 22 |
|
2019
Q3 | $2.71M | Sell |
44,888
-2,161
| -5% | -$130K | 1.33% | 21 |
|
2019
Q2 | $2.69M | Sell |
47,049
-450
| -0.9% | -$25.7K | 1.26% | 21 |
|
2019
Q1 | $2.81M | Sell |
47,499
-1,505
| -3% | -$89K | 1.33% | 19 |
|
2018
Q4 | $2.76M | Sell |
49,004
-9,095
| -16% | -$511K | 1.42% | 19 |
|
2018
Q3 | $3.1M | Buy |
58,099
+415
| +0.7% | +$22.2K | 1.35% | 19 |
|
2018
Q2 | $2.9M | Buy |
57,684
+2,799
| +5% | +$141K | 1.37% | 20 |
|
2018
Q1 | $2.63M | Buy |
54,885
+4,131
| +8% | +$198K | 1.3% | 21 |
|
2017
Q4 | $2.69M | Buy |
+50,754
| New | +$2.69M | 1.35% | 20 |
|