Guardian Capital Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,433
| Closed | -$338K | – | 179 |
|
|
2023
Q4 | $338K | Sell |
8,433
-464
| -5% | -$18.6K | 0.04% | 142 |
|
|
2023
Q3 | $280K | Hold |
8,897
| – | – | 0.03% | 149 |
|
|
2023
Q2 | $310K | Hold |
8,897
| – | – | 0.04% | 141 |
|
|
2023
Q1 | $349K | Buy |
8,897
+967
| +12% | +$37.9K | 0.04% | 127 |
|
|
2022
Q4 | $332K | Hold |
7,930
| – | – | 0.04% | 134 |
|
|
2022
Q3 | $283K | Sell |
7,930
-400
| -5% | -$14.3K | 0.04% | 133 |
|
|
2022
Q2 | $421K | Buy |
8,330
+930
| +13% | +$47K | 0.05% | 126 |
|
|
2022
Q1 | $397K | Sell |
7,400
-114
| -2% | -$6.12K | 0.04% | 137 |
|
|
2021
Q4 | $402K | Sell |
7,514
-236
| -3% | -$12.6K | 0.04% | 143 |
|
|
2021
Q3 | $422K | Buy |
7,750
+350
| +5% | +$19.1K | 0.04% | 137 |
|
|
2021
Q2 | $418K | Sell |
7,400
-450
| -6% | -$25.4K | 0.04% | 142 |
|
|
2021
Q1 | $453K | Sell |
7,850
-735
| -9% | -$42.4K | 0.05% | 131 |
|
|
2020
Q4 | $503K | Buy |
8,585
+835
| +11% | +$48.9K | 0.07% | 117 |
|
|
2020
Q3 | $453K | Sell |
7,750
-115
| -1% | -$6.72K | 0.07% | 115 |
|
|
2020
Q2 | $314K | Sell |
7,865
-167
| -2% | -$6.67K | 0.06% | 121 |
|
|
2020
Q1 | $299K | Buy |
8,032
+532
| +7% | +$19.8K | 0.07% | 105 |
|
|
2019
Q4 | $443K | Buy |
7,500
+150
| +2% | +$8.86K | 0.06% | 125 |
|
|
2019
Q3 | $433K | Hold |
7,350
| – | – | 0.06% | 128 |
|
|
2019
Q2 | $427K | Hold |
7,350
| – | – | 0.06% | 130 |
|
|
2019
Q1 | $427K | Hold |
7,350
| – | – | 0.06% | 127 |
|
|
2018
Q4 | $427K | Sell |
7,350
-1,000
| -12% | -$58.1K | 0.06% | 127 |
|
|
2018
Q3 | $459K | Buy |
8,350
+1,000
| +14% | +$55K | 0.06% | 120 |
|
|
2018
Q2 | $379K | Hold |
7,350
| – | – | 0.05% | 128 |
|
|
2018
Q1 | $350K | Sell |
7,350
-350
| -5% | -$16.7K | 0.05% | 129 |
|
|
2017
Q4 | $400K | Sell |
7,700
-550
| -7% | -$28.6K | 0.05% | 129 |
|
|
2017
Q3 | $409K | Sell |
8,250
-236
| -3% | -$11.7K | 0.06% | 120 |
|
|
2017
Q2 | $369K | Sell |
8,486
-1,247
| -13% | -$54.2K | 0.05% | 124 |
|
|
2017
Q1 | $471K | Sell |
9,733
-1,917
| -16% | -$92.8K | 0.07% | 113 |
|
|
2016
Q4 | $637K | Sell |
11,650
-1,169
| -9% | -$63.9K | 0.09% | 113 |
|
|
2016
Q3 | $762K | Buy |
12,819
+125
| +1% | +$7.43K | 0.14% | 105 |
|
|
2016
Q2 | $642K | Buy |
12,694
+50
| +0.4% | +$2.53K | 0.12% | 109 |
|
|
2016
Q1 | $581K | Sell |
12,644
-8,316
| -40% | -$382K | 0.11% | 111 |
|
|
2015
Q4 | $790K | Sell |
20,960
-4,700
| -18% | -$177K | 0.16% | 98 |
|
|
2015
Q3 | $966K | Sell |
25,660
-2,564
| -9% | -$96.5K | 0.2% | 90 |
|
|
2015
Q2 | $1.22M | Buy |
28,224
+467
| +2% | +$20.3K | 0.23% | 89 |
|
|
2015
Q1 | $1.56M | Sell |
27,757
-95
| -0.3% | -$5.32K | 0.23% | 88 |
|
|
2014
Q4 | $1.45M | Buy |
27,852
+5,805
| +26% | +$301K | 0.24% | 84 |
|
|
2014
Q3 | $1.18M | Sell |
22,047
-3,123
| -12% | -$167K | 0.2% | 94 |
|
|
2014
Q2 | $1.21M | Sell |
25,170
-857
| -3% | -$41.1K | 0.21% | 90 |
|
|
2014
Q1 | $1.18M | Buy |
26,027
+727
| +3% | +$33K | 0.23% | 92 |
|
|
2013
Q4 | $1.19M | Sell |
25,300
-7,096
| -22% | -$334K | 0.23% | 94 |
|
|
2013
Q3 | $1.5M | Sell |
32,396
-22,991
| -42% | -$1.06M | 0.32% | 79 |
|
|
2013
Q2 | $2.78M | Buy |
+55,387
| New | +$2.78M | 0.78% | 47 |
|