EPIQ Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,325
| Closed | -$278K | – | 82 |
|
|
2022
Q3 | $278K | Sell |
7,325
-1,000
| -12% | -$38K | 0.17% | 67 |
|
|
2022
Q2 | $422K | Sell |
8,325
-395
| -5% | -$20K | 0.26% | 59 |
|
|
2022
Q1 | $444K | Sell |
8,720
-400
| -4% | -$20.4K | 0.24% | 61 |
|
|
2021
Q4 | $474K | Buy |
9,120
+938
| +11% | +$48.8K | 0.25% | 62 |
|
|
2021
Q3 | $442K | Sell |
8,182
-1,550
| -16% | -$83.7K | 0.2% | 69 |
|
|
2021
Q2 | $545K | Sell |
9,732
-4,208
| -30% | -$236K | 0.27% | 55 |
|
|
2021
Q1 | $811K | Sell |
13,940
-5,700
| -29% | -$332K | 0.46% | 48 |
|
|
2020
Q4 | $1.15M | Sell |
19,640
-2,300
| -10% | -$135K | 0.8% | 40 |
|
|
2020
Q3 | $1.25M | Sell |
21,940
-2,000
| -8% | -$113K | 0.94% | 40 |
|
|
2020
Q2 | $1.32M | Sell |
23,940
-400
| -2% | -$22.1K | 1.2% | 34 |
|
|
2020
Q1 | $1.31M | Sell |
24,340
-1,550
| -6% | -$83.3K | 1.45% | 30 |
|
|
2019
Q4 | $1.59M | Buy |
+25,890
| New | +$1.59M | 1.61% | 29 |
|