Disciplined Investments’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,003
| Closed | -$186K | – | 1528 |
|
|
2023
Q2 | $186K | Buy |
5,003
+2,889
| +137% | +$107K | 0.1% | 116 |
|
|
2023
Q1 | $82.2K | Sell |
2,114
-163
| -7% | -$6.34K | 0.03% | 189 |
|
|
2022
Q4 | $89.7K | Sell |
2,277
-312
| -12% | -$12.3K | 0.04% | 151 |
|
|
2022
Q3 | $98K | Sell |
2,589
-191
| -7% | -$7.23K | 0.05% | 160 |
|
|
2022
Q2 | $141K | Buy |
2,780
+66
| +2% | +$3.35K | 0.06% | 139 |
|
|
2022
Q1 | $138K | Buy |
2,714
+478
| +21% | +$24.3K | 0.06% | 144 |
|
|
2021
Q4 | $116K | Sell |
2,236
-141
| -6% | -$7.32K | 0.05% | 143 |
|
|
2021
Q3 | $128K | Sell |
2,377
-37
| -2% | -$1.99K | 0.06% | 129 |
|
|
2021
Q2 | $135K | Buy |
2,414
+1,275
| +112% | +$71.3K | 0.07% | 127 |
|
|
2021
Q1 | $66K | Sell |
1,139
-288
| -20% | -$16.7K | 0.04% | 161 |
|
|
2020
Q4 | $84K | Sell |
1,427
-230
| -14% | -$13.5K | 0.06% | 122 |
|
|
2020
Q3 | $99K | Buy |
1,657
+827
| +100% | +$49.4K | 0.07% | 120 |
|
|
2020
Q2 | $46K | Sell |
830
-277
| -25% | -$15.4K | 0.04% | 169 |
|
|
2020
Q1 | $59K | Buy |
1,107
+277
| +33% | +$14.8K | 0.06% | 141 |
|
|
2019
Q4 | $51K | Buy |
+830
| New | +$51K | 0.04% | 165 |
|