Capital Insight Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,204
| Closed | -$363K | – | 172 |
|
|
2022
Q4 | $363K | Buy |
9,204
+667
| +8% | +$26.3K | 0.09% | 126 |
|
|
2022
Q3 | $324K | Sell |
8,537
-4,447
| -34% | -$169K | 0.09% | 124 |
|
|
2022
Q2 | $659K | Buy |
12,984
+176
| +1% | +$8.93K | 0.15% | 110 |
|
|
2022
Q1 | $652K | Buy |
12,808
+8,875
| +226% | +$452K | 0.13% | 120 |
|
|
2021
Q4 | $204K | Buy |
+3,933
| New | +$204K | 0.04% | 151 |
|
|
2021
Q3 | – | Sell |
-4,054
| Closed | -$227K | – | 154 |
|
|
2021
Q2 | $227K | Buy |
4,054
+106
| +3% | +$5.94K | 0.05% | 144 |
|
|
2021
Q1 | $230K | Buy |
3,948
+488
| +14% | +$28.4K | 0.06% | 139 |
|
|
2020
Q4 | $203K | Buy |
+3,460
| New | +$203K | 0.05% | 142 |
|
|
2016
Q3 | – | Sell |
-50,925
| Closed | -$2.84M | – | 69 |
|
|
2016
Q2 | $2.84M | Buy |
50,925
+442
| +0.9% | +$24.7K | 2.7% | 13 |
|
|
2016
Q1 | $2.73M | Buy |
50,483
+2,429
| +5% | +$131K | 2.78% | 11 |
|
|
2015
Q4 | $2.22M | Sell |
48,054
-9,630
| -17% | -$445K | 2.25% | 23 |
|
|
2015
Q3 | $2.51M | Buy |
57,684
+1,277
| +2% | +$55.6K | 2.35% | 20 |
|
|
2015
Q2 | $2.63M | Buy |
+56,407
| New | +$2.63M | 2.22% | 22 |
|