Hutchens & Kramer Investment Management Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-5,653
| Closed | -$210K | – | 128 |
|
2023
Q2 | $210K | Sell |
5,653
-276
| -5% | -$10.3K | 0.17% | 113 |
|
2023
Q1 | $231K | Buy |
5,929
+626
| +12% | +$24.3K | 0.2% | 101 |
|
2022
Q4 | $209K | Buy |
+5,303
| New | +$209K | 0.15% | 101 |
|
2022
Q3 | – | Sell |
-4,890
| Closed | -$253K | – | 111 |
|
2022
Q2 | $253K | Buy |
4,890
+3
| +0.1% | +$155 | 0.19% | 87 |
|
2022
Q1 | $255K | Hold |
4,887
| – | – | 0.14% | 101 |
|
2021
Q4 | $249K | Buy |
+4,887
| New | +$249K | 0.16% | 95 |
|