Financial Partners Capital Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $5.62M | Sell |
142,739
-56,606
| -28% | -$2.23M | 1.25% | 28 |
|
2022
Q3 | $7.57M | Sell |
199,345
-1,119
| -0.6% | -$42.5K | 1.79% | 23 |
|
2022
Q2 | $10.2M | Sell |
200,464
-769
| -0.4% | -$39K | 2.19% | 13 |
|
2022
Q1 | $10.3M | Buy |
201,233
+2,213
| +1% | +$113K | 1.9% | 21 |
|
2021
Q4 | $10.3M | Buy |
199,020
+8,265
| +4% | +$429K | 1.83% | 19 |
|
2021
Q3 | $10.3M | Buy |
190,755
+4,607
| +2% | +$249K | 1.88% | 20 |
|
2021
Q2 | $10.4M | Buy |
186,148
+9,005
| +5% | +$505K | 1.91% | 21 |
|
2021
Q1 | $10.3M | Buy |
177,143
+12,510
| +8% | +$727K | 2.08% | 18 |
|
2020
Q4 | $9.67M | Buy |
164,633
+10,576
| +7% | +$621K | 2.21% | 20 |
|
2020
Q3 | $9.16M | Buy |
154,057
+4,215
| +3% | +$251K | 2.44% | 16 |
|
2020
Q2 | $8.26M | Buy |
149,842
+2,020
| +1% | +$111K | 2.38% | 16 |
|
2020
Q1 | $7.94M | Buy |
+147,822
| New | +$7.94M | 2.54% | 14 |
|
2018
Q4 | $5.1M | Sell |
90,771
-431
| -0.5% | -$24.2K | 1.68% | 26 |
|
2018
Q3 | $4.87M | Buy |
91,202
+500
| +0.6% | +$26.7K | 1.38% | 31 |
|
2018
Q2 | $4.56M | Buy |
90,702
+4,176
| +5% | +$210K | 1.39% | 31 |
|
2018
Q1 | $4.14M | Buy |
+86,526
| New | +$4.14M | 1.25% | 32 |
|
2014
Q4 | – | Sell |
-78,231
| Closed | -$3.91M | – | 114 |
|
2014
Q3 | $3.91M | Buy |
78,231
+1,265
| +2% | +$63.2K | 1.13% | 38 |
|
2014
Q2 | $3.77M | Sell |
76,966
-7,341
| -9% | -$359K | 1.15% | 36 |
|
2014
Q1 | $4.01M | Buy |
+84,307
| New | +$4.01M | 1.3% | 30 |
|