Doyle Wealth Management’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$2.61M Sell
68,778
-212,315
-76% -$8.06M 0.22% 75
2022
Q2
$14.3M Sell
281,093
-56,218
-17% -$2.85M 1.15% 34
2022
Q1
$17.2M Sell
337,311
-5,222
-2% -$266K 1.24% 32
2021
Q4
$17.8M Sell
342,533
-3,722
-1% -$193K 1.28% 31
2021
Q3
$18.7M Buy
346,255
+10,999
+3% +$594K 1.49% 22
2021
Q2
$18.8M Buy
335,256
+5,879
+2% +$329K 1.56% 20
2021
Q1
$19.2M Buy
329,377
+7,536
+2% +$438K 1.83% 13
2020
Q4
$18.9M Buy
321,841
+12,138
+4% +$713K 1.92% 15
2020
Q3
$18.4M Buy
309,703
+6,544
+2% +$389K 2.14% 13
2020
Q2
$16.7M Sell
303,159
-334
-0.1% -$18.4K 2.2% 10
2020
Q1
$16.3M Buy
303,493
+17,607
+6% +$946K 2.59% 9
2019
Q4
$17.6M Buy
285,886
+11,100
+4% +$682K 2.19% 14
2019
Q3
$16.6M Buy
274,786
+26,856
+11% +$1.62M 2.29% 13
2019
Q2
$14.2M Buy
247,930
+65,573
+36% +$3.75M 1.96% 16
2019
Q1
$10.4M Buy
182,357
+7,982
+5% +$454K 1.51% 32
2018
Q4
$9.8M Buy
174,375
+982
+0.6% +$55.2K 1.65% 21
2018
Q3
$9.26M Buy
173,393
+3,988
+2% +$213K 1.44% 28
2018
Q2
$8.52M Buy
169,405
+11,186
+7% +$563K 1.41% 29
2018
Q1
$7.57M Sell
158,219
-5,141
-3% -$246K 1.27% 31
2017
Q4
$8.65M Buy
163,360
+1,133
+0.7% +$60K 1.46% 28
2017
Q3
$8.03M Buy
162,227
+356
+0.2% +$17.6K 1.41% 31
2017
Q2
$7.23M Sell
161,871
-1,674
-1% -$74.8K 1.34% 33
2017
Q1
$7.97M Buy
+163,545
New +$7.97M 1.62% 22