Guild Investment Management’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-13,545
Closed -$704K 88
2021
Q4
$704K Buy
13,545
+1,225
+10% +$63.7K 0.71% 45
2021
Q3
$665K Sell
12,320
-410
-3% -$22.1K 0.64% 47
2021
Q2
$713K Sell
12,730
-3,050
-19% -$171K 0.69% 44
2021
Q1
$918K Sell
15,780
-4,290
-21% -$250K 0.98% 37
2020
Q4
$1.18M Sell
20,070
-410
-2% -$24.1K 1.3% 33
2020
Q3
$1.22M Sell
20,480
-1,680
-8% -$99.9K 1.68% 23
2020
Q2
$1.22M Buy
+22,160
New +$1.22M 1.73% 25
2020
Q1
Sell
-33,880
Closed -$2.08M 53
2019
Q4
$2.08M Buy
33,880
+360
+1% +$22.1K 2.67% 15
2019
Q3
$2.02M Sell
33,520
-110
-0.3% -$6.64K 2.79% 14
2019
Q2
$1.92M Sell
33,630
-15,090
-31% -$862K 2.84% 14
2019
Q1
$2.88M Buy
+48,720
New +$2.88M 3.76% 9
2016
Q4
Sell
-104,020
Closed -$5.41M 42
2016
Q3
$5.41M Buy
+104,020
New +$5.41M 5.4% 6