Garcia Hamilton & Associates’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-5,585
| Closed | -$276K | – | 38 |
|
|
2017
Q3 | $276K | Sell |
5,585
-6,793
| -55% | -$336K | 0.72% | 36 |
|
|
2017
Q2 | $553K | Sell |
12,378
-8,306
| -40% | -$371K | 0.76% | 43 |
|
|
2017
Q1 | $950K | Sell |
20,684
-18,176
| -47% | -$835K | 0.84% | 47 |
|
|
2016
Q4 | $2.07M | Sell |
38,860
-2,203
| -5% | -$118K | 1.2% | 32 |
|
|
2016
Q3 | $2.13M | Buy |
41,063
+674
| +2% | +$35K | 1.26% | 29 |
|
|
2016
Q2 | $2.26M | Sell |
40,389
-29,755
| -42% | -$1.66M | 1.36% | 29 |
|
|
2016
Q1 | $3.79M | Buy |
70,144
+279
| +0.4% | +$15.1K | 2.2% | 13 |
|
|
2015
Q4 | $3.23M | Buy |
69,865
+876
| +1% | +$40.5K | 1.89% | 20 |
|
|
2015
Q3 | $3M | Sell |
68,989
-858
| -1% | -$37.3K | 1.84% | 20 |
|
|
2015
Q2 | $3.26M | Sell |
69,847
-9,891
| -12% | -$461K | 1.81% | 20 |
|
|
2015
Q1 | $3.88M | Sell |
79,738
-23,976
| -23% | -$1.17M | 1.9% | 18 |
|
|
2014
Q4 | $4.85M | Sell |
103,714
-42,503
| -29% | -$1.99M | 1.89% | 18 |
|
|
2014
Q3 | $7.31M | Buy |
+146,217
| New | +$7.31M | 2.12% | 15 |
|