Diversified Portfolios Inc’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,506
| Closed | -$253K | – | 136 |
|
|
2023
Q1 | $253K | Sell |
6,506
-1,492
| -19% | -$58K | 0.06% | 120 |
|
|
2022
Q4 | $315K | Sell |
7,998
-4,692
| -37% | -$185K | 0.07% | 109 |
|
|
2022
Q3 | $482K | Buy |
12,690
+3,791
| +43% | +$144K | 0.13% | 82 |
|
|
2022
Q2 | $452K | Sell |
8,899
-4,482
| -33% | -$228K | 0.13% | 76 |
|
|
2022
Q1 | $682K | Buy |
13,381
+1,743
| +15% | +$88.8K | 0.16% | 72 |
|
|
2021
Q4 | $605K | Sell |
11,638
-330
| -3% | -$17.2K | 0.15% | 75 |
|
|
2021
Q3 | $646K | Buy |
11,968
+6
| +0.1% | +$324 | 0.18% | 63 |
|
|
2021
Q2 | $670K | Buy |
11,962
+3,261
| +37% | +$183K | 0.25% | 50 |
|
|
2021
Q1 | $506K | Buy |
8,701
+1,472
| +20% | +$85.6K | 0.17% | 59 |
|
|
2020
Q4 | $425K | Buy |
7,229
+1,077
| +18% | +$63.3K | 0.15% | 58 |
|
|
2020
Q3 | $366K | Buy |
+6,152
| New | +$366K | 0.16% | 44 |
|
|
2019
Q2 | – | Sell |
-5,474
| Closed | -$324K | – | 57 |
|
|
2019
Q1 | $324K | Hold |
5,474
| – | – | 0.18% | 38 |
|
|
2018
Q4 | $308K | Hold |
5,474
| – | – | 0.19% | 37 |
|
|
2018
Q3 | $292K | Buy |
5,474
+653
| +14% | +$34.8K | 0.16% | 39 |
|
|
2018
Q2 | $243K | Sell |
4,821
-650
| -12% | -$32.8K | 0.14% | 43 |
|
|
2018
Q1 | $262K | Sell |
5,471
-1,795
| -25% | -$86K | 0.15% | 41 |
|
|
2017
Q4 | $385K | Buy |
7,266
+120
| +2% | +$6.36K | 0.21% | 33 |
|
|
2017
Q3 | $354K | Buy |
+7,146
| New | +$354K | 0.2% | 34 |
|