Catamount Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $4.26M | Buy |
72,068
+1,754
| +2% | +$104K | 2.43% | 16 |
|
|
2018
Q4 | $3.87M | Sell |
70,314
-2,055
| -3% | -$113K | 2.64% | 13 |
|
|
2018
Q3 | $3.86M | Buy |
72,369
+10
| +0% | +$534 | 1.85% | 19 |
|
|
2018
Q2 | $3.8M | Buy |
72,359
+3,404
| +5% | +$179K | 1.84% | 18 |
|
|
2018
Q1 | $3.3M | Buy |
68,955
+1,089
| +2% | +$52.1K | 1.76% | 18 |
|
|
2017
Q4 | $3.59M | Sell |
67,866
-2,786
| -4% | -$147K | 2.01% | 17 |
|
|
2017
Q3 | $3.5M | Sell |
70,652
-410
| -0.6% | -$20.3K | 2.03% | 18 |
|
|
2017
Q2 | $3.17M | Sell |
71,062
-421
| -0.6% | -$18.8K | 1.93% | 19 |
|
|
2017
Q1 | $3.49M | Sell |
71,483
-37,257
| -34% | -$1.82M | 2.39% | 16 |
|
|
2016
Q4 | $5.81M | Sell |
108,740
-3,047
| -3% | -$163K | 4.71% | 7 |
|
|
2016
Q3 | $5.62M | Buy |
111,787
+3,002
| +3% | +$151K | 4.82% | 6 |
|
|
2016
Q2 | $6.08M | Buy |
108,785
+1,417
| +1% | +$79.1K | 7.01% | 5 |
|
|
2016
Q1 | $5.81M | Sell |
107,368
-2,404
| -2% | -$130K | 6.72% | 5 |
|
|
2015
Q4 | $5.07M | Sell |
109,772
-1,777
| -2% | -$82.1K | 4.59% | 9 |
|
|
2015
Q3 | $4.85M | Buy |
111,549
+119
| +0.1% | +$5.18K | 4.85% | 7 |
|
|
2015
Q2 | $5.19M | Buy |
111,430
+154
| +0.1% | +$7.18K | 4.02% | 8 |
|
|
2015
Q1 | $5.41M | Buy |
111,276
+3,019
| +3% | +$147K | 4.46% | 6 |
|
|
2014
Q4 | $5.06M | Buy |
+108,257
| New | +$5.06M | 4.83% | 4 |
|