Crewe Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,974
| Closed | -$370K | – | 994 |
|
|
2024
Q2 | $370K | Buy |
8,974
+1,472
| +20% | +$60.7K | 0.04% | 128 |
|
|
2024
Q1 | $315K | Buy |
+7,502
| New | +$315K | 0.04% | 136 |
|
|
2023
Q3 | – | Sell |
-4,879
| Closed | -$181K | – | 918 |
|
|
2023
Q2 | $181K | Sell |
4,879
-854
| -15% | -$31.8K | 0.03% | 149 |
|
|
2023
Q1 | $223K | Sell |
5,733
-78
| -1% | -$3.03K | 0.03% | 144 |
|
|
2022
Q4 | $229K | Buy |
5,811
+1,489
| +34% | +$58.7K | 0.04% | 137 |
|
|
2022
Q3 | $164K | Buy |
4,322
+656
| +18% | +$24.9K | 0.03% | 171 |
|
|
2022
Q2 | $186K | Buy |
3,666
+805
| +28% | +$40.8K | 0.04% | 142 |
|
|
2022
Q1 | $146K | Buy |
2,861
+1,585
| +124% | +$80.9K | 0.03% | 141 |
|
|
2021
Q4 | $66K | Hold |
1,276
| – | – | 0.01% | 171 |
|
|
2021
Q3 | $69K | Buy |
1,276
+76
| +6% | +$4.11K | 0.02% | 131 |
|
|
2021
Q2 | $67K | Hold |
1,200
| – | – | 0.02% | 139 |
|
|
2021
Q1 | $70K | Sell |
1,200
-189
| -14% | -$11K | 0.02% | 128 |
|
|
2020
Q4 | $82K | Sell |
1,389
-138
| -9% | -$8.15K | 0.03% | 104 |
|
|
2020
Q3 | $91K | Buy |
1,527
+327
| +27% | +$19.5K | 0.04% | 93 |
|
|
2020
Q2 | $66K | Hold |
1,200
| – | – | 0.03% | 91 |
|
|
2020
Q1 | $64K | Sell |
1,200
-74
| -6% | -$3.95K | 0.04% | 76 |
|
|
2019
Q4 | $78K | Buy |
1,274
+74
| +6% | +$4.53K | 0.03% | 91 |
|
|
2019
Q3 | $72K | Sell |
1,200
-1,315
| -52% | -$78.9K | 0.03% | 96 |
|
|
2019
Q2 | $144K | Buy |
2,515
+145
| +6% | +$8.3K | 0.05% | 94 |
|
|
2019
Q1 | $140K | Buy |
2,370
+1,170
| +98% | +$69.1K | 0.04% | 69 |
|
|
2018
Q4 | $67K | Hold |
1,200
| – | – | 0.02% | 97 |
|
|
2018
Q3 | $64K | Sell |
1,200
-166
| -12% | -$8.85K | 0.05% | 101 |
|
|
2018
Q2 | $69K | Sell |
1,366
-158
| -10% | -$7.98K | 0.06% | 99 |
|
|
2018
Q1 | $73K | Sell |
1,524
-134
| -8% | -$6.42K | 0.07% | 91 |
|
|
2017
Q4 | $88K | Buy |
+1,658
| New | +$88K | 0.09% | 85 |
|