Financial Consulate’s Verizon VZ Stock Holding History

Financial Consulate’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-11,365	Closed	-$442K	–	117
2023 Q1	$442K	Buy	11,365 +996	+10%	+$38.7K	0.15%	79
2022 Q4	$409K	Buy	10,369 +6	+0.1%	+$236	0.14%	88
2022 Q3	$393K	Buy	10,363 +26	+0.3%	+$986	0.17%	73
2022 Q2	$525K	Buy	10,337 +24	+0.2%	+$1.22K	0.25%	55
2022 Q1	$525K	Sell	10,313 -71	-0.7%	-$3.61K	0.2%	64
2021 Q4	$540K	Sell	10,384 -680	-6%	-$35.4K	0.19%	66
2021 Q3	$598K	Buy	11,064 +246	+2%	+$13.3K	0.22%	54
2021 Q2	$606K	Buy	10,818 +525	+5%	+$29.4K	0.22%	54
2021 Q1	$599K	Buy	10,293 +361	+4%	+$21K	0.24%	54
2020 Q4	$584K	Sell	9,932 -676	-6%	-$39.7K	0.25%	54
2020 Q3	$631K	Sell	10,608 -58	-0.5%	-$3.45K	0.3%	45
2020 Q2	$588K	Buy	10,666 +403	+4%	+$22.2K	0.3%	46
2020 Q1	$551K	Buy	10,263 +207	+2%	+$11.1K	0.33%	49
2019 Q4	$617K	Buy	10,056 +1,294	+15%	+$79.4K	0.27%	51
2019 Q3	$529K	Buy	8,762 +310	+4%	+$18.7K	0.23%	61
2019 Q2	$483K	Sell	8,452 -358	-4%	-$20.5K	0.22%	60
2019 Q1	$521K	Sell	8,810 -195	-2%	-$11.5K	0.24%	64
2018 Q4	$506K	Buy	9,005 +44	+0.5%	+$2.47K	0.3%	60
2018 Q3	$478K	Hold	8,961	–	–	0.27%	70
2018 Q2	$451K	Sell	8,961 -250	-3%	-$12.6K	0.23%	71
2018 Q1	$440K	Sell	9,211 -2,194	-19%	-$105K	0.23%	70
2017 Q4	$604K	Hold	11,405	–	–	0.31%	58
2017 Q3	$564K	Buy	11,405 +492	+5%	+$24.3K	0.31%	58
2017 Q2	$487K	Sell	10,913 -329	-3%	-$14.7K	0.29%	60
2017 Q1	$548K	Buy	11,242 +425	+4%	+$20.7K	0.35%	56
2016 Q4	$577K	Buy	10,817 +150	+1%	+$8K	0.42%	45
2016 Q3	$554K	Hold	10,667	–	–	0.49%	36
2016 Q2	$596K	Buy	10,667 +57	+0.5%	+$3.19K	0.46%	36
2016 Q1	$574K	Buy	10,610 +1,108	+12%	+$59.9K	0.39%	42
2015 Q4	$439K	Sell	9,502 -600	-6%	-$27.7K	0.31%	46
2015 Q3	$440K	Hold	10,102	–	–	0.38%	38
2015 Q2	$471K	Hold	10,102	–	–	0.35%	38
2015 Q1	$491K	Buy	10,102 +2,676	+36%	+$130K	0.41%	37
2014 Q4	$347K	Buy	+7,426	New	+$347K	0.23%	51