Godshalk Welsh Capital Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,100
| Closed | -$214K | – | 125 |
|
|
2024
Q1 | $214K | Sell |
5,100
-1,250
| -20% | -$52.5K | 0.14% | 118 |
|
|
2023
Q4 | $239K | Sell |
6,350
-1,405
| -18% | -$53K | 0.17% | 110 |
|
|
2023
Q3 | $251K | Sell |
7,755
-2,900
| -27% | -$94K | 0.19% | 104 |
|
|
2023
Q2 | $396K | Sell |
10,655
-3,250
| -23% | -$121K | 0.27% | 90 |
|
|
2023
Q1 | $541K | Sell |
13,905
-200
| -1% | -$7.78K | 0.38% | 75 |
|
|
2022
Q4 | $556K | Sell |
14,105
-4,225
| -23% | -$166K | 0.41% | 78 |
|
|
2022
Q3 | $696K | Sell |
18,330
-800
| -4% | -$30.4K | 0.51% | 65 |
|
|
2022
Q2 | $971K | Sell |
19,130
-450
| -2% | -$22.8K | 0.7% | 52 |
|
|
2022
Q1 | $997K | Hold |
19,580
| – | – | 0.61% | 57 |
|
|
2021
Q4 | $1.02M | Sell |
19,580
-600
| -3% | -$31.2K | 0.58% | 59 |
|
|
2021
Q3 | $1.09M | Sell |
20,180
-125
| -0.6% | -$6.75K | 0.68% | 50 |
|
|
2021
Q2 | $1.14M | Buy |
20,305
+290
| +1% | +$16.2K | 0.7% | 48 |
|
|
2021
Q1 | $1.16M | Sell |
20,015
-2
| -0% | -$116 | 0.81% | 44 |
|
|
2020
Q4 | $1.18M | Buy |
20,017
+550
| +3% | +$32.3K | 0.87% | 41 |
|
|
2020
Q3 | $1.16M | Buy |
19,467
+885
| +5% | +$52.6K | 0.98% | 35 |
|
|
2020
Q2 | $1.02M | Sell |
18,582
-250
| -1% | -$13.8K | 0.96% | 38 |
|
|
2020
Q1 | $1.01M | Sell |
18,832
-450
| -2% | -$24.2K | 1.1% | 33 |
|
|
2019
Q4 | $1.18M | Hold |
19,282
| – | – | 0.98% | 38 |
|
|
2019
Q3 | $1.16M | Buy |
19,282
+210
| +1% | +$12.7K | 1.03% | 37 |
|
|
2019
Q2 | $1.09M | Hold |
19,072
| – | – | 1.01% | 37 |
|
|
2019
Q1 | $1.13M | Buy |
19,072
+935
| +5% | +$55.3K | 1.08% | 31 |
|
|
2018
Q4 | $1.02M | Sell |
18,137
-300
| -2% | -$16.9K | 1.14% | 30 |
|
|
2018
Q3 | $984K | Sell |
18,437
-1,926
| -9% | -$103K | 0.96% | 36 |
|
|
2018
Q2 | $1.02M | Sell |
20,363
-118
| -0.6% | -$5.93K | 1.07% | 31 |
|
|
2018
Q1 | $979K | Sell |
20,481
-100
| -0.5% | -$4.78K | 1.06% | 32 |
|
|
2017
Q4 | $1.09M | Sell |
20,581
-1,830
| -8% | -$96.8K | 1.1% | 30 |
|
|
2017
Q3 | $1.11M | Sell |
22,411
-2,314
| -9% | -$115K | 1.11% | 29 |
|
|
2017
Q2 | $1.1M | Sell |
24,725
-1,576
| -6% | -$70.4K | 1.1% | 29 |
|
|
2017
Q1 | $1.28M | Sell |
26,301
-3,250
| -11% | -$158K | 1.26% | 24 |
|
|
2016
Q4 | $1.58M | Sell |
29,551
-711
| -2% | -$37.9K | 1.61% | 15 |
|
|
2016
Q3 | $1.57M | Sell |
30,262
-6
| -0% | -$312 | 1.62% | 14 |
|
|
2016
Q2 | $1.69M | Sell |
30,268
-533
| -2% | -$29.8K | 1.78% | 11 |
|
|
2016
Q1 | $1.67M | Buy |
30,801
+169
| +0.6% | +$9.14K | 1.73% | 12 |
|
|
2015
Q4 | $1.42M | Sell |
30,632
-35
| -0.1% | -$1.62K | 1.48% | 16 |
|
|
2015
Q3 | $1.33M | Buy |
30,667
+934
| +3% | +$40.6K | 1.46% | 15 |
|
|
2015
Q2 | $1.39M | Sell |
29,733
-43
| -0.1% | -$2K | 1.41% | 14 |
|
|
2015
Q1 | $1.45M | Sell |
29,776
-510
| -2% | -$24.8K | 1.48% | 15 |
|
|
2014
Q4 | $1.42M | Buy |
+30,286
| New | +$1.42M | 1.29% | 15 |
|