Consolidated Capital Management’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-107,824
Closed -$5.49M 56
2022
Q1
$5.49M Sell
107,824
-18,438
-15% -$939K 2.49% 19
2021
Q4
$6.56M Sell
126,262
-1,713
-1% -$89K 2.91% 17
2021
Q3
$6.91M Buy
127,975
+2,737
+2% +$148K 3.25% 13
2021
Q2
$7.02M Buy
+125,238
New +$7.02M 3.24% 12
2019
Q2
Sell
-9,108
Closed -$539K 40
2019
Q1
$539K Sell
9,108
-91
-1% -$5.39K 0.34% 32
2018
Q4
$517K Buy
9,199
+76
+0.8% +$4.27K 0.42% 32
2018
Q3
$487K Hold
9,123
0.32% 36
2018
Q2
$459K Sell
9,123
-135
-1% -$6.79K 0.34% 36
2018
Q1
$443K Sell
9,258
-265
-3% -$12.7K 0.35% 38
2017
Q4
$504K Buy
9,523
+880
+10% +$46.6K 0.52% 37
2017
Q3
$428K Buy
8,643
+3,339
+63% +$165K 0.55% 34
2017
Q2
$237K Sell
5,304
-59
-1% -$2.64K 0.35% 33
2017
Q1
$261K Sell
5,363
-43,885
-89% -$2.14M 0.41% 33
2016
Q4
$2.63M Buy
+49,248
New +$2.63M 5.21% 7