ICW Investment Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-16,268
| Closed | -$527K | – | 139 |
|
2023
Q3 | $527K | Sell |
16,268
-842
| -5% | -$27.3K | 0.28% | 103 |
|
2023
Q2 | $636K | Sell |
17,110
-643
| -4% | -$23.9K | 0.34% | 97 |
|
2023
Q1 | $690K | Buy |
17,753
+318
| +2% | +$12.4K | 0.39% | 91 |
|
2022
Q4 | $687K | Sell |
17,435
-1,628
| -9% | -$64.1K | 0.41% | 87 |
|
2022
Q3 | $724K | Buy |
19,063
+291
| +2% | +$11.1K | 0.49% | 81 |
|
2022
Q2 | $953K | Buy |
18,772
+95
| +0.5% | +$4.82K | 0.61% | 68 |
|
2022
Q1 | $951K | Buy |
18,677
+241
| +1% | +$12.3K | 0.55% | 74 |
|
2021
Q4 | $958K | Sell |
18,436
-700
| -4% | -$36.4K | 0.54% | 73 |
|
2021
Q3 | $1.03M | Buy |
19,136
+717
| +4% | +$38.7K | 0.67% | 64 |
|
2021
Q2 | $1.03M | Buy |
18,419
+434
| +2% | +$24.3K | 0.67% | 65 |
|
2021
Q1 | $1.05M | Buy |
17,985
+799
| +5% | +$46.5K | 0.72% | 60 |
|
2020
Q4 | $999K | Sell |
17,186
-385
| -2% | -$22.4K | 0.71% | 59 |
|
2020
Q3 | $1.05M | Buy |
17,571
+389
| +2% | +$23.1K | 0.78% | 56 |
|
2020
Q2 | $947K | Buy |
17,182
+227
| +1% | +$12.5K | 0.77% | 58 |
|
2020
Q1 | $911K | Buy |
16,955
+1,770
| +12% | +$95.1K | 0.87% | 56 |
|
2019
Q4 | $932K | Buy |
+15,185
| New | +$932K | 0.76% | 62 |
|