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 |
|