Cascade Investment Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-831
| Closed | -$32.3K | – | 238 |
|
|
2023
Q1 | $32.3K | Buy |
+831
| New | +$32.3K | 0.03% | 163 |
|
|
2022
Q3 | – | Sell |
-831
| Closed | -$42.2K | – | 231 |
|
|
2022
Q2 | $42.2K | Hold |
831
| – | – | 0.03% | 158 |
|
|
2022
Q1 | $42.3K | Hold |
831
| – | – | 0.03% | 173 |
|
|
2021
Q4 | $43.2K | Sell |
831
-52
| -6% | -$2.7K | 0.03% | 173 |
|
|
2021
Q3 | $47.7K | Hold |
883
| – | – | 0.03% | 160 |
|
|
2021
Q2 | $49.5K | Sell |
883
-10
| -1% | -$560 | 0.03% | 161 |
|
|
2021
Q1 | $51.9K | Buy |
893
+10
| +1% | +$582 | 0.03% | 158 |
|
|
2020
Q4 | $51.9K | Hold |
883
| – | – | 0.04% | 157 |
|
|
2020
Q3 | $52.5K | Hold |
883
| – | – | 0.04% | 147 |
|
|
2020
Q2 | $48.7K | Hold |
883
| – | – | 0.05% | 142 |
|
|
2020
Q1 | $47.4K | Hold |
883
| – | – | 0.05% | 137 |
|
|
2019
Q4 | $54.2K | Sell |
883
-50
| -5% | -$3.07K | 0.04% | 147 |
|
|
2019
Q3 | $56.3K | Buy |
933
+50
| +6% | +$3.02K | 0.04% | 141 |
|
|
2019
Q2 | $50.5K | Hold |
883
| – | – | 0.04% | 138 |
|
|
2019
Q1 | $52.2K | Sell |
883
-150
| -15% | -$8.87K | 0.05% | 131 |
|
|
2018
Q4 | $58.1K | Buy |
1,033
+183
| +22% | +$10.3K | 0.06% | 126 |
|
|
2018
Q3 | $45.4K | Sell |
850
-300
| -26% | -$16K | 0.04% | 132 |
|
|
2018
Q2 | $57.9K | Sell |
1,150
-521
| -31% | -$26.2K | 0.05% | 122 |
|
|
2018
Q1 | $79.9K | Sell |
1,671
-26,407
| -94% | -$1.26M | 0.06% | 114 |
|
|
2017
Q4 | $1.49M | Sell |
28,078
-454
| -2% | -$24K | 1.18% | 30 |
|
|
2017
Q3 | $1.41M | Buy |
28,532
+1,350
| +5% | +$66.8K | 1.18% | 33 |
|
|
2017
Q2 | $1.21M | Sell |
27,182
-6,763
| -20% | -$302K | 1.03% | 45 |
|
|
2017
Q1 | $1.65M | Buy |
33,945
+125
| +0.4% | +$6.09K | 1.45% | 23 |
|
|
2016
Q4 | $1.81M | Buy |
+33,820
| New | +$1.81M | 1.54% | 19 |
|
|
2016
Q2 | $1.86M | Buy |
+33,320
| New | +$1.86M | 1.79% | 10 |
|