First Personal Financial Services’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $4.09M | Buy |
91,092
+250
| +0.3% | +$11.2K | 0.87% | 40 |
|
2024
Q2 | $3.75M | Buy |
90,842
+662
| +0.7% | +$27.3K | 0.85% | 40 |
|
2024
Q1 | $3.78M | Buy |
90,180
+5,686
| +7% | +$239K | 0.88% | 42 |
|
2023
Q4 | $3.19M | Sell |
84,494
-3,804
| -4% | -$143K | 0.78% | 45 |
|
2023
Q3 | $2.86M | Sell |
88,298
-3,265
| -4% | -$106K | 0.74% | 44 |
|
2023
Q2 | $3.41M | Buy |
91,563
+9,115
| +11% | +$339K | 0.85% | 42 |
|
2023
Q1 | $3.21M | Buy |
82,448
+2,949
| +4% | +$115K | 0.83% | 42 |
|
2022
Q4 | $3.13M | Sell |
79,499
-6,716
| -8% | -$265K | 0.85% | 43 |
|
2022
Q3 | $3.27M | Buy |
86,215
+2,492
| +3% | +$94.6K | 0.95% | 41 |
|
2022
Q2 | $4.25M | Buy |
83,723
+1,715
| +2% | +$87K | 1.19% | 36 |
|
2022
Q1 | $4.18M | Buy |
82,008
+2,329
| +3% | +$119K | 0.97% | 42 |
|
2021
Q4 | $4.14M | Sell |
79,679
-1,783
| -2% | -$92.6K | 0.93% | 44 |
|
2021
Q3 | $4.4M | Buy |
81,462
+6,521
| +9% | +$352K | 1.09% | 42 |
|
2021
Q2 | $4.2M | Buy |
74,941
+4,777
| +7% | +$268K | 1.07% | 42 |
|
2021
Q1 | $4.08M | Buy |
70,164
+9,830
| +16% | +$572K | 1.12% | 39 |
|
2020
Q4 | $3.55M | Buy |
60,334
+1,453
| +2% | +$85.4K | 1.01% | 42 |
|
2020
Q3 | $3.5M | Sell |
58,881
-29,668
| -34% | -$1.77M | 1.11% | 40 |
|
2020
Q2 | $4.88M | Sell |
88,549
-2,685
| -3% | -$148K | 1.67% | 21 |
|
2020
Q1 | $4.9M | Buy |
91,234
+4,882
| +6% | +$262K | 1.89% | 19 |
|
2019
Q4 | $5.3M | Sell |
86,352
-2,786
| -3% | -$171K | 1.72% | 24 |
|
2019
Q3 | $5.38M | Sell |
89,138
-105
| -0.1% | -$6.34K | 1.67% | 23 |
|
2019
Q2 | $5.1M | Buy |
89,243
+19,496
| +28% | +$1.11M | 1.46% | 26 |
|
2019
Q1 | $4.12M | Buy |
69,747
+3,938
| +6% | +$233K | 1.26% | 32 |
|
2018
Q4 | $3.7M | Buy |
65,809
+922
| +1% | +$51.8K | 1.28% | 31 |
|
2018
Q3 | $3.46M | Sell |
64,887
-1,022
| -2% | -$54.6K | 1.09% | 36 |
|
2018
Q2 | $3.32M | Sell |
65,909
-10,199
| -13% | -$513K | 1.11% | 34 |
|
2018
Q1 | $3.64M | Sell |
76,108
-22,099
| -23% | -$1.06M | 0.8% | 39 |
|
2017
Q4 | $5.2M | Buy |
98,207
+13,690
| +16% | +$725K | 1.01% | 32 |
|
2017
Q3 | $4.18M | Buy |
84,517
+8,436
| +11% | +$418K | 0.88% | 43 |
|
2017
Q2 | $3.4M | Buy |
76,081
+29,367
| +63% | +$1.31M | 0.74% | 48 |
|
2017
Q1 | $2.28M | Buy |
46,714
+456
| +1% | +$22.2K | 0.55% | 63 |
|
2016
Q4 | $2.47M | Sell |
46,258
-3,723
| -7% | -$199K | 0.65% | 55 |
|
2016
Q3 | $2.6M | Buy |
49,981
+1,014
| +2% | +$52.7K | 0.76% | 50 |
|
2016
Q2 | $2.74M | Buy |
48,967
+7,862
| +19% | +$439K | 0.93% | 39 |
|
2016
Q1 | $2.22M | Sell |
41,105
-996
| -2% | -$53.9K | 1.1% | 35 |
|
2015
Q4 | $1.95M | Buy |
42,101
+4,366
| +12% | +$202K | 1.1% | 35 |
|
2015
Q3 | $1.64M | Buy |
37,735
+319
| +0.9% | +$13.9K | 0.99% | 37 |
|
2015
Q2 | $1.74M | Buy |
37,416
+2,275
| +6% | +$106K | 1.04% | 35 |
|
2015
Q1 | $1.71M | Buy |
35,141
+984
| +3% | +$47.9K | 1.04% | 34 |
|
2014
Q4 | $1.6M | Buy |
+34,157
| New | +$1.6M | 0.94% | 39 |
|