Girard Partners’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$1.36M Sell
33,023
-1,625
-5% -$67K 0.13% 119
2024
Q1
$1.45M Sell
34,648
-637
-2% -$26.7K 0.14% 120
2023
Q4
$1.33M Sell
35,285
-5,879
-14% -$222K 0.14% 127
2023
Q3
$1.33M Sell
41,164
-5,005
-11% -$162K 0.15% 122
2023
Q2
$1.72M Sell
46,169
-3,246
-7% -$121K 0.18% 107
2023
Q1
$1.92M Sell
49,415
-7,133
-13% -$277K 0.21% 93
2022
Q4
$2.23M Sell
56,548
-4,853
-8% -$191K 0.25% 93
2022
Q3
$2.33M Sell
61,401
-9,029
-13% -$343K 0.31% 78
2022
Q2
$3.57M Sell
70,430
-5,517
-7% -$280K 0.46% 63
2022
Q1
$3.87M Sell
75,947
-33,254
-30% -$1.69M 0.42% 65
2021
Q4
$5.67M Sell
109,201
-12,697
-10% -$660K 0.62% 46
2021
Q3
$6.58M Buy
121,898
+6,883
+6% +$372K 0.83% 32
2021
Q2
$6.44M Buy
115,015
+4,432
+4% +$248K 0.83% 34
2021
Q1
$6.43M Buy
110,583
+1,738
+2% +$101K 0.93% 32
2020
Q4
$6.39M Sell
108,845
-5,528
-5% -$325K 0.98% 31
2020
Q3
$6.8M Sell
114,373
-2,660
-2% -$158K 1.14% 26
2020
Q2
$6.45M Sell
117,033
-4,224
-3% -$233K 1.16% 21
2020
Q1
$6.52M Buy
121,257
+9,735
+9% +$523K 1.3% 19
2019
Q4
$6.86M Buy
111,522
+1,550
+1% +$95.3K 1.13% 24
2019
Q3
$6.64M Sell
109,972
-10,009
-8% -$604K 1.24% 22
2019
Q2
$6.85M Sell
119,981
-604
-0.5% -$34.5K 1.21% 23
2019
Q1
$7.13M Sell
120,585
-2,615
-2% -$155K 1.33% 19
2018
Q4
$6.93M Buy
123,200
+764
+0.6% +$43K 1.46% 17
2018
Q3
$6.54M Sell
122,436
-6,975
-5% -$372K 1.16% 25
2018
Q2
$6.51M Buy
129,411
+212
+0.2% +$10.7K 1.23% 24
2018
Q1
$6.18M Buy
129,199
+4,265
+3% +$204K 1.44% 19
2017
Q4
$6.61M Sell
124,934
-578
-0.5% -$30.6K 1.27% 20
2017
Q3
$6.21M Buy
125,512
+588
+0.5% +$29.1K 1.28% 21
2017
Q2
$5.58M Buy
124,924
+9,546
+8% +$426K 1.21% 21
2017
Q1
$5.63M Buy
115,378
+22,545
+24% +$1.1M 1.36% 15
2016
Q4
$4.96M Buy
92,833
+12,289
+15% +$656K 1.44% 15
2016
Q3
$4.19M Buy
80,544
+4,041
+5% +$210K 1.39% 17
2016
Q2
$4.27M Buy
76,503
+9,465
+14% +$529K 1.63% 13
2016
Q1
$3.63M Buy
67,038
+8,174
+14% +$442K 1.58% 13
2015
Q4
$2.72M Buy
58,864
+6,873
+13% +$318K 1.31% 21
2015
Q3
$2.26M Buy
51,991
+7,718
+17% +$336K 1.28% 22
2015
Q2
$2.06M Buy
44,273
+3,494
+9% +$163K 1.15% 35
2015
Q1
$1.98M Buy
40,779
+2,591
+7% +$126K 1.18% 28
2014
Q4
$1.79M Buy
38,188
+5,209
+16% +$244K 1.12% 35
2014
Q3
$1.65M Buy
32,979
+1,419
+4% +$71K 1.1% 33
2014
Q2
$1.54M Sell
31,560
-3,551
-10% -$174K 1.07% 36
2014
Q1
$1.67M Buy
35,111
+3,929
+13% +$187K 1.18% 29
2013
Q4
$1.53M Buy
+31,182
New +$1.53M 1.22% 30