Confluence Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $532K | Sell |
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|
2020
Q2 | $583K | Buy |
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|
2020
Q1 | $558K | Buy |
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|
2019
Q4 | $542K | Hold |
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|
2019
Q3 | $532K | Sell |
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|
2019
Q2 | $504K | Buy |
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|
2019
Q1 | $496K | Buy |
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|
2018
Q4 | $453K | Sell |
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|
2018
Q3 | $454K | Sell |
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|
2018
Q2 | $430K | Sell |
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|
2018
Q1 | $441K | Sell |
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|
2017
Q4 | $1.15M | Sell |
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|
2017
Q3 | $1.23M | Buy |
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|
2017
Q2 | $1.08M | Buy |
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|
2017
Q1 | $1.16M | Sell |
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|
2016
Q4 | $1.42M | Sell |
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|
2016
Q3 | $1.45M | Buy |
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|
2016
Q2 | $1.52M | Sell |
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|
2016
Q1 | $1.69M | Buy |
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|
2015
Q4 | $1.37M | Buy |
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|
2015
Q3 | $1.21M | Buy |
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|
2015
Q2 | $1.24M | Buy |
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|
2015
Q1 | $1.27M | Sell |
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|
2014
Q4 | $1.34M | Sell |
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|
2014
Q3 | $1.43M | Sell |
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|
2014
Q2 | $1.68M | Buy |
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|
2014
Q1 | $1.4M | Buy |
|