Investment Management Associates’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-15,510
| Closed | -$611K | – | 43 |
|
2022
Q4 | $611K | Buy |
15,510
+4,398
| +40% | +$173K | 0.26% | 34 |
|
2022
Q3 | $422K | Buy |
11,112
+2,280
| +26% | +$86.6K | 0.2% | 37 |
|
2022
Q2 | $408K | Buy |
8,832
+1,873
| +27% | +$86.5K | 0.18% | 35 |
|
2022
Q1 | $354K | Sell |
6,959
-1,809
| -21% | -$92K | 0.16% | 37 |
|
2021
Q4 | $456K | Buy |
8,768
+1,306
| +18% | +$67.9K | 0.21% | 37 |
|
2021
Q3 | $403K | Buy |
7,462
+1,808
| +32% | +$97.6K | 0.21% | 43 |
|
2021
Q2 | $317K | Buy |
5,654
+794
| +16% | +$44.5K | 0.16% | 43 |
|
2021
Q1 | $283K | Buy |
4,860
+1,268
| +35% | +$73.8K | 0.17% | 47 |
|
2020
Q4 | $211K | Buy |
+3,592
| New | +$211K | 0.16% | 49 |
|