Hoertkorn Richard Charles’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-98
| Closed | -$4.04K | – | 86 |
|
2024
Q2 | $4.04K | Hold |
98
| – | – | ﹤0.01% | 73 |
|
2024
Q1 | $4.11K | Hold |
98
| – | – | ﹤0.01% | 72 |
|
2023
Q4 | $3.7K | Hold |
98
| – | – | ﹤0.01% | 74 |
|
2023
Q3 | $3.18K | Hold |
98
| – | – | ﹤0.01% | 72 |
|
2023
Q2 | $3.65K | Hold |
98
| – | – | ﹤0.01% | 73 |
|
2023
Q1 | $3.81K | Hold |
98
| – | – | ﹤0.01% | 74 |
|
2022
Q4 | $3.86K | Hold |
98
| – | – | ﹤0.01% | 73 |
|
2022
Q3 | $4K | Buy |
+98
| New | +$4K | ﹤0.01% | 72 |
|
2022
Q2 | – | Sell |
-800
| Closed | -$41K | – | 79 |
|
2022
Q1 | $41K | Hold |
800
| – | – | 0.02% | 62 |
|
2021
Q4 | $42K | Hold |
800
| – | – | 0.02% | 64 |
|
2021
Q3 | $43K | Hold |
800
| – | – | 0.02% | 63 |
|
2021
Q2 | $45K | Hold |
800
| – | – | 0.02% | 60 |
|
2021
Q1 | $47K | Hold |
800
| – | – | 0.02% | 59 |
|
2020
Q4 | $47K | Hold |
800
| – | – | 0.03% | 60 |
|
2020
Q3 | $48K | Hold |
800
| – | – | 0.03% | 61 |
|
2020
Q2 | $44K | Hold |
800
| – | – | 0.03% | 61 |
|
2020
Q1 | $43K | Hold |
800
| – | – | 0.04% | 59 |
|
2019
Q4 | $49K | Hold |
800
| – | – | 0.03% | 60 |
|
2019
Q3 | $48K | Hold |
800
| – | – | 0.03% | 61 |
|
2019
Q2 | $46K | Hold |
800
| – | – | 0.03% | 61 |
|
2019
Q1 | $47K | Hold |
800
| – | – | 0.03% | 62 |
|
2018
Q4 | $45K | Hold |
800
| – | – | 0.03% | 64 |
|
2018
Q3 | $43K | Hold |
800
| – | – | 0.03% | 67 |
|
2018
Q2 | $40K | Hold |
800
| – | – | 0.02% | 67 |
|
2018
Q1 | $38K | Hold |
800
| – | – | 0.02% | 68 |
|
2017
Q4 | $42K | Hold |
800
| – | – | 0.02% | 67 |
|
2017
Q3 | $40K | Hold |
800
| – | – | 0.03% | 67 |
|
2017
Q2 | $36K | Hold |
800
| – | – | 0.02% | 69 |
|
2017
Q1 | $39K | Sell |
800
-200
| -20% | -$9.75K | 0.03% | 68 |
|
2016
Q4 | $53K | Sell |
1,000
-200
| -17% | -$10.6K | 0.04% | 63 |
|
2016
Q3 | $62K | Hold |
1,200
| – | – | 0.05% | 62 |
|
2016
Q2 | $67K | Hold |
1,200
| – | – | 0.05% | 64 |
|
2016
Q1 | $65K | Hold |
1,200
| – | – | 0.05% | 65 |
|
2015
Q4 | $55K | Hold |
1,200
| – | – | 0.04% | 71 |
|
2015
Q3 | $52K | Sell |
1,200
-250
| -17% | -$10.8K | 0.04% | 69 |
|
2015
Q2 | $68K | Hold |
1,450
| – | – | 0.05% | 60 |
|
2015
Q1 | $71K | Hold |
1,450
| – | – | 0.05% | 60 |
|
2014
Q4 | $68K | Hold |
1,450
| – | – | 0.05% | 61 |
|
2014
Q3 | $72K | Buy |
1,450
+200
| +16% | +$9.93K | 0.05% | 56 |
|
2014
Q2 | $61K | Hold |
1,250
| – | – | 0.05% | 64 |
|
2014
Q1 | $59K | Sell |
1,250
-88
| -7% | -$4.15K | 0.05% | 65 |
|
2013
Q4 | $66K | Buy |
+1,338
| New | +$66K | 0.05% | 60 |
|