Burleson & Co’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.15M | Sell |
79,893
-485
| -0.6% | -$19.1K | 0.79% | 39 |
|
|
2022
Q3 | $3.05M | Sell |
80,378
-4,501
| -5% | -$171K | 0.66% | 39 |
|
|
2022
Q2 | $4.31M | Sell |
84,879
-3,308
| -4% | -$168K | 0.93% | 31 |
|
|
2022
Q1 | $4.49M | Buy |
88,187
+43,898
| +99% | +$2.24M | 0.72% | 35 |
|
|
2021
Q4 | $2.3M | Sell |
44,289
-448
| -1% | -$23.3K | 0.34% | 57 |
|
|
2021
Q3 | $2.42M | Sell |
44,737
-3,369
| -7% | -$182K | 0.36% | 47 |
|
|
2021
Q2 | $2.7M | Sell |
48,106
-571
| -1% | -$32K | 0.39% | 45 |
|
|
2021
Q1 | $2.83M | Sell |
48,677
-2,023
| -4% | -$118K | 0.46% | 38 |
|
|
2020
Q4 | $2.98M | Buy |
50,700
+157
| +0.3% | +$9.23K | 0.52% | 37 |
|
|
2020
Q3 | $2.96M | Sell |
50,543
-1,280
| -2% | -$74.9K | 0.56% | 37 |
|
|
2020
Q2 | $3.03M | Sell |
51,823
-524
| -1% | -$30.7K | 0.66% | 35 |
|
|
2020
Q1 | $2.98M | Buy |
52,347
+2,150
| +4% | +$123K | 0.78% | 37 |
|
|
2019
Q4 | $3.04M | Buy |
50,197
+19
| +0% | +$1.15K | 0.85% | 35 |
|
|
2019
Q3 | $3.06M | Buy |
50,178
+20
| +0% | +$1.22K | 1.07% | 28 |
|
|
2019
Q2 | $2.77M | Buy |
50,158
+1,090
| +2% | +$60.2K | 1.17% | 23 |
|
|
2019
Q1 | $2.81M | Buy |
49,068
+5,314
| +12% | +$304K | 1.19% | 22 |
|
|
2018
Q4 | $2.46M | Buy |
43,754
+1,863
| +4% | +$105K | 1.27% | 18 |
|
|
2018
Q3 | $2.54M | Buy |
41,891
+4,519
| +12% | +$274K | 1.42% | 16 |
|
|
2018
Q2 | $1.88M | Buy |
37,372
+6,414
| +21% | +$323K | 1.1% | 29 |
|
|
2018
Q1 | $1.48M | Buy |
30,958
+21
| +0.1% | +$1K | 0.97% | 34 |
|
|
2017
Q4 | $1.64M | Buy |
+30,937
| New | +$1.64M | 1.05% | 24 |
|