Hochman Cole Investment Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $1.04M | Sell |
19,243
-1,948
| -9% | -$105K | 0.41% | 45 |
|
2021
Q2 | $1.19M | Sell |
21,191
-394
| -2% | -$22.1K | 0.47% | 39 |
|
2021
Q1 | $1.26M | Buy |
21,585
+1,412
| +7% | +$82.1K | 0.53% | 38 |
|
2020
Q4 | $1.19M | Buy |
20,173
+1,194
| +6% | +$70.1K | 0.51% | 37 |
|
2020
Q3 | $1.13M | Buy |
18,979
+1,383
| +8% | +$82.3K | 0.56% | 36 |
|
2020
Q2 | $970K | Buy |
17,596
+1,041
| +6% | +$57.4K | 0.53% | 40 |
|
2020
Q1 | $890K | Buy |
16,555
+1,495
| +10% | +$80.4K | 0.61% | 39 |
|
2019
Q4 | $925K | Buy |
15,060
+3,101
| +26% | +$190K | 0.5% | 46 |
|
2019
Q3 | $722K | Buy |
11,959
+165
| +1% | +$9.96K | 0.45% | 51 |
|
2019
Q2 | $674K | Buy |
11,794
+132
| +1% | +$7.54K | 0.4% | 51 |
|
2019
Q1 | $690K | Buy |
11,662
+5,089
| +77% | +$301K | 0.41% | 51 |
|
2018
Q4 | $370K | Buy |
6,573
+101
| +2% | +$5.69K | 0.25% | 70 |
|
2018
Q3 | $346K | Hold |
6,472
| – | – | 0.22% | 75 |
|
2018
Q2 | $326K | Sell |
6,472
-702
| -10% | -$35.4K | 0.21% | 74 |
|
2018
Q1 | $343K | Sell |
7,174
-355
| -5% | -$17K | 0.24% | 68 |
|
2017
Q4 | $399K | Sell |
7,529
-3,855
| -34% | -$204K | 0.25% | 59 |
|
2017
Q3 | $563K | Sell |
11,384
-1,835
| -14% | -$90.8K | 0.37% | 49 |
|
2017
Q2 | $590K | Buy |
13,219
+2,597
| +24% | +$116K | 0.41% | 50 |
|
2017
Q1 | $518K | Sell |
10,622
-510
| -5% | -$24.9K | 0.38% | 52 |
|
2016
Q4 | $594K | Buy |
11,132
+191
| +2% | +$10.2K | 0.43% | 48 |
|
2016
Q3 | $569K | Sell |
10,941
-13,201
| -55% | -$687K | 0.42% | 49 |
|
2016
Q2 | $1.33M | Buy |
24,142
+11,055
| +84% | +$607K | 1.09% | 25 |
|
2016
Q1 | $708K | Buy |
13,087
+204
| +2% | +$11K | 0.6% | 43 |
|
2015
Q4 | $595K | Buy |
+12,883
| New | +$595K | 0.5% | 48 |
|