Galvin Gaustad & Stein’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,287
| Closed | -$237K | – | 197 |
|
|
2024
Q3 | $237K | Buy |
5,287
+224
| +4% | +$10.1K | 0.02% | 171 |
|
|
2024
Q2 | $209K | Sell |
5,063
-133
| -3% | -$5.49K | 0.02% | 179 |
|
|
2024
Q1 | $218K | Sell |
5,196
-1,095
| -17% | -$45.9K | 0.02% | 178 |
|
|
2023
Q4 | $237K | Sell |
6,291
-2,072
| -25% | -$78.1K | 0.02% | 169 |
|
|
2023
Q3 | $271K | Buy |
8,363
+195
| +2% | +$6.32K | 0.03% | 150 |
|
|
2023
Q2 | $304K | Sell |
8,168
-149
| -2% | -$5.54K | 0.03% | 142 |
|
|
2023
Q1 | $323K | Buy |
8,317
+117
| +1% | +$4.55K | 0.03% | 136 |
|
|
2022
Q4 | $323K | Sell |
8,200
-16,876
| -67% | -$665K | 0.03% | 130 |
|
|
2022
Q3 | $952K | Sell |
25,076
-434,668
| -95% | -$16.5M | 0.1% | 91 |
|
|
2022
Q2 | $23.3M | Sell |
459,744
-61,509
| -12% | -$3.12M | 2.37% | 6 |
|
|
2022
Q1 | $26.6M | Buy |
521,253
+13,244
| +3% | +$675K | 2.39% | 6 |
|
|
2021
Q4 | $26.4M | Sell |
508,009
-2,818
| -0.6% | -$146K | 2.28% | 7 |
|
|
2021
Q3 | $27.6M | Buy |
510,827
+58,153
| +13% | +$3.14M | 2.66% | 4 |
|
|
2021
Q2 | $25.4M | Buy |
452,674
+22,792
| +5% | +$1.28M | 2.41% | 5 |
|
|
2021
Q1 | $25M | Buy |
429,882
+6,492
| +2% | +$378K | 2.52% | 3 |
|
|
2020
Q4 | $24.9M | Buy |
+423,390
| New | +$24.9M | 2.61% | 3 |
|