Genovese Burford & Brothers Wealth & Retirement Plan Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $498K | Sell |
8,482
-581
| -6% | -$34.1K | 0.12% | 59 |
|
|
2020
Q3 | $539K | Sell |
9,063
-2,476
| -21% | -$147K | 0.15% | 50 |
|
|
2020
Q2 | $636K | Buy |
11,539
+1,396
| +14% | +$76.9K | 0.19% | 40 |
|
|
2020
Q1 | $545K | Buy |
10,143
+83
| +0.8% | +$4.46K | 0.15% | 47 |
|
|
2019
Q4 | $618K | Sell |
10,060
-529
| -5% | -$32.5K | 0.14% | 56 |
|
|
2019
Q3 | $639K | Buy |
10,589
+554
| +6% | +$33.4K | 0.16% | 53 |
|
|
2019
Q2 | $573K | Buy |
10,035
+792
| +9% | +$45.2K | 0.15% | 52 |
|
|
2019
Q1 | $547K | Sell |
9,243
-4,439
| -32% | -$263K | 0.16% | 51 |
|
|
2018
Q4 | $769K | Buy |
13,682
+147
| +1% | +$8.26K | 0.25% | 37 |
|
|
2018
Q3 | $723K | Buy |
13,535
+23
| +0.2% | +$1.23K | 0.25% | 40 |
|
|
2018
Q2 | $680K | Buy |
13,512
+25
| +0.2% | +$1.26K | 0.25% | 32 |
|
|
2018
Q1 | $645K | Buy |
13,487
+3,347
| +33% | +$160K | 0.23% | 33 |
|
|
2017
Q4 | $549K | Buy |
10,140
+610
| +6% | +$33K | 1.44% | 16 |
|
|
2017
Q3 | $471K | Sell |
9,530
-830
| -8% | -$41K | 0.19% | 32 |
|
|
2017
Q2 | $462K | Sell |
10,360
-495
| -5% | -$22.1K | 0.18% | 33 |
|
|
2017
Q1 | $530K | Sell |
10,855
-799
| -7% | -$39K | 0.22% | 29 |
|
|
2016
Q4 | $623K | Buy |
11,654
+951
| +9% | +$50.8K | 0.17% | 31 |
|
|
2016
Q3 | $556K | Buy |
10,703
+146
| +1% | +$7.58K | 0.22% | 29 |
|
|
2016
Q2 | $589K | Buy |
10,557
+1,194
| +13% | +$66.6K | 0.24% | 27 |
|
|
2016
Q1 | $506K | Buy |
9,363
+41
| +0.4% | +$2.22K | 0.24% | 29 |
|
|
2015
Q4 | $431K | Buy |
+9,322
| New | +$431K | 0.21% | 32 |
|