Fort Point Capital Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $324K | Sell |
7,484
-590
| -7% | -$25.5K | 0.02% | 257 |
|
2025
Q1 | $366K | Buy |
8,074
+914
| +13% | +$41.5K | 0.04% | 235 |
|
2024
Q4 | $286K | Buy |
7,160
+27
| +0.4% | +$1.08K | 0.03% | 260 |
|
2024
Q3 | $320K | Buy |
7,133
+183
| +3% | +$8.22K | 0.04% | 228 |
|
2024
Q2 | $287K | Sell |
6,950
-32
| -0.5% | -$1.32K | 0.04% | 261 |
|
2024
Q1 | $293K | Buy |
6,982
+50
| +0.7% | +$2.1K | 0.04% | 258 |
|
2023
Q4 | $261K | Buy |
6,932
+151
| +2% | +$5.69K | 0.04% | 250 |
|
2023
Q3 | $220K | Sell |
6,781
-85
| -1% | -$2.76K | 0.03% | 243 |
|
2023
Q2 | $255K | Buy |
6,866
+711
| +12% | +$26.4K | 0.04% | 230 |
|
2023
Q1 | $239K | Buy |
+6,155
| New | +$239K | 0.04% | 233 |
|
2022
Q3 | – | Sell |
-5,952
| Closed | -$302K | – | 268 |
|
2022
Q2 | $302K | Buy |
+5,952
| New | +$302K | 0.05% | 210 |
|
2018
Q1 | – | Sell |
-6,125
| Closed | -$324K | – | 168 |
|
2017
Q4 | $324K | Sell |
6,125
-482
| -7% | -$25.5K | 0.15% | 91 |
|
2017
Q3 | $327K | Buy |
6,607
+989
| +18% | +$48.9K | 0.16% | 95 |
|
2017
Q2 | $251K | Sell |
5,618
-1,950
| -26% | -$87.1K | 0.14% | 79 |
|
2017
Q1 | $369K | Buy |
7,568
+2,350
| +45% | +$115K | 0.19% | 67 |
|
2016
Q4 | $273K | Sell |
5,218
-8,748
| -63% | -$458K | 0.15% | 74 |
|
2016
Q3 | $728K | Buy |
13,966
+10,239
| +275% | +$534K | 0.33% | 58 |
|
2016
Q2 | $208K | Buy |
+3,727
| New | +$208K | 0.1% | 109 |
|
2016
Q1 | – | Sell |
-9,821
| Closed | -$454K | – | 131 |
|
2015
Q4 | $454K | Buy |
+9,821
| New | +$454K | 0.23% | 64 |
|
2014
Q4 | – | Sell |
-5,685
| Closed | -$284K | – | 76 |
|
2014
Q3 | $284K | Buy |
5,685
+1,535
| +37% | +$76.7K | 0.21% | 48 |
|
2014
Q2 | $203K | Sell |
4,150
-1,188
| -22% | -$58.1K | 0.18% | 36 |
|
2014
Q1 | $254K | Buy |
+5,338
| New | +$254K | 0.24% | 33 |
|