Hotaling 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
Q4 | $388K | Sell |
9,841
-1,800
| -15% | -$71K | 0.18% | 84 |
|
|
2022
Q3 | $442K | Sell |
11,641
-1,317
| -10% | -$50K | 0.21% | 82 |
|
|
2022
Q2 | $658K | Buy |
12,958
+347
| +3% | +$17.6K | 0.29% | 79 |
|
|
2022
Q1 | $642K | Sell |
12,611
-1,211
| -9% | -$61.7K | 0.25% | 83 |
|
|
2021
Q4 | $718K | Sell |
13,822
-938
| -6% | -$48.7K | 0.25% | 81 |
|
|
2021
Q3 | $797K | Hold |
14,760
| – | – | 0.33% | 75 |
|
|
2021
Q2 | $827K | Sell |
14,760
-150
| -1% | -$8.4K | 0.34% | 75 |
|
|
2021
Q1 | $867K | Sell |
14,910
-1,700
| -10% | -$98.9K | 0.39% | 73 |
|
|
2020
Q4 | $976K | Buy |
16,610
+6,262
| +61% | +$368K | 0.46% | 64 |
|
|
2020
Q3 | $616K | Sell |
10,348
-197
| -2% | -$11.7K | 0.33% | 69 |
|
|
2020
Q2 | $581K | Buy |
10,545
+570
| +6% | +$31.4K | 0.34% | 75 |
|
|
2020
Q1 | $536K | Sell |
9,975
-25
| -0.3% | -$1.34K | 0.4% | 68 |
|
|
2019
Q4 | $614K | Hold |
10,000
| – | – | 0.35% | 73 |
|
|
2019
Q3 | $604K | Hold |
10,000
| – | – | 0.39% | 71 |
|
|
2019
Q2 | $571K | Sell |
10,000
-420
| -4% | -$24K | 0.37% | 75 |
|
|
2019
Q1 | $616K | Sell |
10,420
-449
| -4% | -$26.5K | 0.42% | 74 |
|
|
2018
Q4 | $611K | Buy |
+10,869
| New | +$611K | 0.5% | 66 |
|