Fiduciary Financial Services of The Southwest’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $4.64M | Sell |
75,502
-620
| -0.8% | -$38.1K | 1.21% | 27 |
|
|
2019
Q3 | $4.6M | Buy |
76,122
+3,875
| +5% | +$234K | 1.23% | 28 |
|
|
2019
Q2 | $4.13M | Buy |
72,247
+1,334
| +2% | +$76.2K | 1.17% | 30 |
|
|
2019
Q1 | $4.19M | Sell |
70,913
-945
| -1% | -$55.9K | 1.22% | 29 |
|
|
2018
Q4 | $4.04M | Hold |
71,858
| – | – | 1.27% | 26 |
|
|
2018
Q3 | $3.84M | Hold |
71,858
| – | – | 1.07% | 32 |
|
|
2018
Q2 | $3.62M | Sell |
71,858
-3,536
| -5% | -$178K | 1.1% | 33 |
|
|
2018
Q1 | $3.61M | Sell |
75,394
-1,668
| -2% | -$79.8K | 1.1% | 34 |
|
|
2017
Q4 | $4.08M | Sell |
77,062
-7,394
| -9% | -$391K | 1.2% | 30 |
|
|
2017
Q3 | $4.18M | Sell |
84,456
-6,641
| -7% | -$329K | 1.25% | 29 |
|
|
2017
Q2 | $4.07M | Sell |
91,097
-382
| -0.4% | -$17.1K | 1.25% | 26 |
|
|
2017
Q1 | $4.46M | Sell |
91,479
-10,917
| -11% | -$532K | 1.42% | 22 |
|
|
2016
Q4 | $5.47M | Buy |
102,396
+622
| +0.6% | +$33.2K | 1.8% | 14 |
|
|
2016
Q3 | $5.29M | Buy |
101,774
+793
| +0.8% | +$41.2K | 1.7% | 15 |
|
|
2016
Q2 | $5.64M | Buy |
100,981
+1,217
| +1% | +$68K | 1.81% | 15 |
|
|
2016
Q1 | $5.4M | Buy |
99,764
+538
| +0.5% | +$29.1K | 1.91% | 13 |
|
|
2015
Q4 | $4.59M | Sell |
99,226
-3,462
| -3% | -$160K | 1.63% | 16 |
|
|
2015
Q3 | $4.47M | Buy |
102,688
+703
| +0.7% | +$30.6K | 1.57% | 17 |
|
|
2015
Q2 | $4.75M | Sell |
101,985
-1,065
| -1% | -$49.6K | 1.47% | 16 |
|
|
2015
Q1 | $5.01M | Sell |
103,050
-355
| -0.3% | -$17.3K | 1.47% | 16 |
|
|
2014
Q4 | $4.84M | Buy |
103,405
+7
| +0% | +$327 | 1.39% | 16 |
|
|
2014
Q3 | $5.17M | Buy |
103,398
+691
| +0.7% | +$34.5K | 1.46% | 17 |
|
|
2014
Q2 | $5.03M | Buy |
102,707
+2,195
| +2% | +$107K | 1.41% | 19 |
|
|
2014
Q1 | $4.78M | Buy |
100,512
+374
| +0.4% | +$17.8K | 1.44% | 20 |
|
|
2013
Q4 | $4.92M | Sell |
100,138
-1,395
| -1% | -$68.6K | 1.55% | 19 |
|
|
2013
Q3 | $4.74M | Sell |
101,533
-42
| -0% | -$1.96K | 1.56% | 18 |
|
|
2013
Q2 | $5.11M | Buy |
+101,575
| New | +$5.11M | 1.7% | 17 |
|