Homrich & Berg’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $5.78M | Buy |
106,936
+2,866
| +3% | +$155K | 0.13% | 68 |
|
|
2021
Q2 | $5.83M | Buy |
104,070
+8,836
| +9% | +$495K | 0.14% | 65 |
|
|
2021
Q1 | $5.54M | Buy |
95,234
+8,809
| +10% | +$512K | 0.14% | 61 |
|
|
2020
Q4 | $5.08M | Buy |
86,425
+7,419
| +9% | +$436K | 0.14% | 62 |
|
|
2020
Q3 | $4.7M | Buy |
79,006
+12,427
| +19% | +$739K | 0.16% | 49 |
|
|
2020
Q2 | $3.67M | Buy |
66,579
+14,701
| +28% | +$810K | 0.15% | 48 |
|
|
2020
Q1 | $2.79M | Sell |
51,878
-1,061
| -2% | -$57K | 0.16% | 54 |
|
|
2019
Q4 | $3.25M | Buy |
52,939
+5,314
| +11% | +$326K | 0.15% | 56 |
|
|
2019
Q3 | $2.88M | Sell |
47,625
-1,468
| -3% | -$88.6K | 0.15% | 56 |
|
|
2019
Q2 | $2.81M | Buy |
49,093
+3,694
| +8% | +$211K | 0.15% | 56 |
|
|
2019
Q1 | $2.68M | Buy |
45,399
+4,526
| +11% | +$268K | 0.14% | 52 |
|
|
2018
Q4 | $2.3M | Buy |
40,873
+226
| +0.6% | +$12.7K | 0.14% | 57 |
|
|
2018
Q3 | $2.17M | Buy |
40,647
+1,759
| +5% | +$93.9K | 0.13% | 62 |
|
|
2018
Q2 | $1.96M | Sell |
38,888
-22,349
| -36% | -$1.12M | 0.14% | 59 |
|
|
2018
Q1 | $2.93M | Buy |
61,237
+6,178
| +11% | +$295K | 0.2% | 54 |
|
|
2017
Q4 | $2.91M | Sell |
55,059
-3,780
| -6% | -$200K | 0.2% | 54 |
|
|
2017
Q3 | $2.91M | Buy |
58,839
+11,874
| +25% | +$588K | 0.23% | 41 |
|
|
2017
Q2 | $2.1M | Buy |
46,965
+4,848
| +12% | +$216K | 0.18% | 44 |
|
|
2017
Q1 | $2.05M | Sell |
42,117
-6,536
| -13% | -$319K | 0.18% | 48 |
|
|
2016
Q4 | $2.6M | Buy |
48,653
+7,340
| +18% | +$392K | 0.23% | 36 |
|
|
2016
Q3 | $2.15M | Buy |
41,313
+970
| +2% | +$50.4K | 0.2% | 40 |
|
|
2016
Q2 | $2.25M | Sell |
40,343
-4,507
| -10% | -$252K | 0.21% | 39 |
|
|
2016
Q1 | $2.43M | Buy |
44,850
+5,026
| +13% | +$272K | 0.24% | 31 |
|
|
2015
Q4 | $1.84M | Sell |
39,824
-17,213
| -30% | -$796K | 0.17% | 46 |
|
|
2015
Q3 | $2.48M | Buy |
57,037
+15,200
| +36% | +$661K | 0.26% | 37 |
|
|
2015
Q2 | $1.95M | Sell |
41,837
-531
| -1% | -$24.8K | 0.19% | 46 |
|
|
2015
Q1 | $2.06M | Sell |
42,368
-2,536
| -6% | -$123K | 0.2% | 42 |
|
|
2014
Q4 | $2.1M | Buy |
44,904
+7,734
| +21% | +$362K | 0.21% | 42 |
|
|
2014
Q3 | $1.86M | Buy |
37,170
+510
| +1% | +$25.5K | 0.19% | 45 |
|
|
2014
Q2 | $1.79M | Sell |
36,660
-12,556
| -26% | -$614K | 0.2% | 42 |
|
|
2014
Q1 | $2.34M | Buy |
49,216
+9,674
| +24% | +$460K | 0.3% | 29 |
|
|
2013
Q4 | $1.94M | Buy |
39,542
+6,745
| +21% | +$331K | 0.27% | 33 |
|
|
2013
Q3 | $1.53M | Sell |
32,797
-1,158
| -3% | -$54.1K | 0.24% | 35 |
|
|
2013
Q2 | $1.71M | Buy |
+33,955
| New | +$1.71M | 0.31% | 29 |
|