Howard Capital Management (New York)’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $251K | Buy |
4,275
+354
| +9% | +$20.8K | 0.03% | 80 |
|
2020
Q3 | $233K | Hold |
3,921
| – | – | 0.03% | 76 |
|
2020
Q2 | $216K | Hold |
3,921
| – | – | 0.03% | 86 |
|
2020
Q1 | $211K | Sell |
3,921
-1,053
| -21% | -$56.7K | 0.04% | 85 |
|
2019
Q4 | $305K | Hold |
4,974
| – | – | 0.04% | 87 |
|
2019
Q3 | $300K | Hold |
4,974
| – | – | 0.04% | 87 |
|
2019
Q2 | $284K | Sell |
4,974
-1,651
| -25% | -$94.3K | 0.04% | 90 |
|
2019
Q1 | $392K | Sell |
6,625
-204
| -3% | -$12.1K | 0.06% | 86 |
|
2018
Q4 | $384K | Sell |
6,829
-200
| -3% | -$11.2K | 0.06% | 83 |
|
2018
Q3 | $375K | Sell |
7,029
-521
| -7% | -$27.8K | 0.05% | 88 |
|
2018
Q2 | $380K | Buy |
7,550
+8
| +0.1% | +$403 | 0.05% | 84 |
|
2018
Q1 | $361K | Buy |
7,542
+400
| +6% | +$19.1K | 0.05% | 86 |
|
2017
Q4 | $378K | Hold |
7,142
| – | – | 0.06% | 86 |
|
2017
Q3 | $353K | Hold |
7,142
| – | – | 0.05% | 88 |
|
2017
Q2 | $319K | Hold |
7,142
| – | – | 0.05% | 91 |
|
2017
Q1 | $348K | Sell |
7,142
-468
| -6% | -$22.8K | 0.06% | 84 |
|
2016
Q4 | $406K | Sell |
7,610
-150
| -2% | -$8K | 0.07% | 76 |
|
2016
Q3 | $403K | Hold |
7,760
| – | – | 0.07% | 76 |
|
2016
Q2 | $433K | Buy |
7,760
+204
| +3% | +$11.4K | 0.08% | 70 |
|
2016
Q1 | $409K | Buy |
7,556
+696
| +10% | +$37.7K | 0.08% | 73 |
|
2015
Q4 | $317K | Hold |
6,860
| – | – | 0.06% | 78 |
|
2015
Q3 | $298K | Buy |
6,860
+200
| +3% | +$8.69K | 0.06% | 80 |
|
2015
Q2 | $310K | Sell |
6,660
-50
| -0.7% | -$2.33K | 0.06% | 80 |
|
2015
Q1 | $326K | Buy |
6,710
+13
| +0.2% | +$632 | 0.06% | 80 |
|
2014
Q4 | $313K | Hold |
6,697
| – | – | 0.06% | 82 |
|
2014
Q3 | $335K | Buy |
6,697
+72
| +1% | +$3.6K | 0.07% | 79 |
|
2014
Q2 | $324K | Sell |
6,625
-165
| -2% | -$8.07K | 0.06% | 84 |
|
2014
Q1 | $323K | Buy |
6,790
+295
| +5% | +$14K | 0.06% | 83 |
|
2013
Q4 | $319K | Buy |
6,495
+1,525
| +31% | +$74.9K | 0.07% | 86 |
|
2013
Q3 | $232K | Sell |
4,970
-123
| -2% | -$5.74K | 0.06% | 81 |
|
2013
Q2 | $256K | Buy |
+5,093
| New | +$256K | 0.07% | 80 |
|