Dowling & Yahnke’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.89M | Sell |
49,751
-22,030
| -31% | -$836K | 0.09% | 179 |
|
|
2022
Q2 | $3.64M | Sell |
71,781
-7,056
| -9% | -$358K | 0.17% | 128 |
|
|
2022
Q1 | $4.02M | Buy |
78,837
+4,510
| +6% | +$230K | 0.17% | 129 |
|
|
2021
Q4 | $3.86M | Sell |
74,327
-8,907
| -11% | -$463K | 0.19% | 126 |
|
|
2021
Q3 | $4.5M | Sell |
83,234
-3,072
| -4% | -$166K | 0.25% | 108 |
|
|
2021
Q2 | $4.84M | Buy |
86,306
+1,838
| +2% | +$103K | 0.28% | 100 |
|
|
2021
Q1 | $4.91M | Sell |
84,468
-6,651
| -7% | -$387K | 0.34% | 91 |
|
|
2020
Q4 | $5.35M | Buy |
91,119
+3,051
| +3% | +$179K | 0.38% | 82 |
|
|
2020
Q3 | $5.24M | Buy |
88,068
+4,074
| +5% | +$242K | 0.42% | 73 |
|
|
2020
Q2 | $4.63M | Buy |
83,994
+14,055
| +20% | +$775K | 0.39% | 76 |
|
|
2020
Q1 | $3.76M | Sell |
69,939
-132
| -0.2% | -$7.09K | 0.36% | 73 |
|
|
2019
Q4 | $4.3M | Buy |
70,071
+3,908
| +6% | +$240K | 0.33% | 90 |
|
|
2019
Q3 | $3.99M | Sell |
66,163
-3,212
| -5% | -$194K | 0.33% | 94 |
|
|
2019
Q2 | $3.96M | Buy |
69,375
+6,333
| +10% | +$362K | 0.33% | 89 |
|
|
2019
Q1 | $3.73M | Buy |
63,042
+11,138
| +21% | +$659K | 0.36% | 83 |
|
|
2018
Q4 | $3.13M | Buy |
51,904
+6,936
| +15% | +$418K | 0.32% | 85 |
|
|
2018
Q3 | $2.4M | Buy |
44,968
+3,058
| +7% | +$163K | 0.21% | 132 |
|
|
2018
Q2 | $2.11M | Buy |
41,910
+3,684
| +10% | +$185K | 0.2% | 138 |
|
|
2018
Q1 | $1.83M | Buy |
38,226
+1,903
| +5% | +$91K | 0.17% | 146 |
|
|
2017
Q4 | $1.92M | Buy |
36,323
+2,670
| +8% | +$141K | 0.17% | 148 |
|
|
2017
Q3 | $1.67M | Sell |
33,653
-77
| -0.2% | -$3.81K | 0.17% | 144 |
|
|
2017
Q2 | $1.51M | Sell |
33,730
-3,382
| -9% | -$151K | 0.16% | 152 |
|
|
2017
Q1 | $1.81M | Buy |
37,112
+3,093
| +9% | +$151K | 0.19% | 140 |
|
|
2016
Q4 | $1.82M | Buy |
34,019
+1,737
| +5% | +$92.7K | 0.2% | 130 |
|
|
2016
Q3 | $1.68M | Buy |
32,282
+1,728
| +6% | +$89.8K | 0.2% | 130 |
|
|
2016
Q2 | $1.71M | Buy |
30,554
+2,387
| +8% | +$133K | 0.2% | 129 |
|
|
2016
Q1 | $1.52M | Buy |
28,167
+8,276
| +42% | +$447K | 0.19% | 130 |
|
|
2015
Q4 | $919K | Sell |
19,891
-30
| -0.2% | -$1.39K | 0.12% | 159 |
|
|
2015
Q3 | $867K | Sell |
19,921
-385
| -2% | -$16.8K | 0.12% | 157 |
|
|
2015
Q2 | $946K | Sell |
20,306
-1,073
| -5% | -$50K | 0.12% | 157 |
|
|
2015
Q1 | $1.04M | Sell |
21,379
-374
| -2% | -$18.2K | 0.13% | 150 |
|
|
2014
Q4 | $1.02M | Buy |
21,753
+68
| +0.3% | +$3.18K | 0.13% | 152 |
|
|
2014
Q3 | $1.08M | Sell |
21,685
-3,839
| -15% | -$192K | 0.14% | 144 |
|
|
2014
Q2 | $1.25M | Sell |
25,524
-8,226
| -24% | -$403K | 0.16% | 139 |
|
|
2014
Q1 | $1.61M | Buy |
33,750
+11,885
| +54% | +$565K | 0.21% | 122 |
|
|
2013
Q4 | $1.07M | Buy |
21,865
+6,070
| +38% | +$298K | 0.15% | 139 |
|
|
2013
Q3 | $737K | Buy |
15,795
+299
| +2% | +$14K | 0.12% | 157 |
|
|
2013
Q2 | $780K | Buy |
+15,496
| New | +$780K | 0.13% | 143 |
|