IPG 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
Q3 | – | Sell |
-57,880
| Closed | -$2.15M | – | 189 |
|
|
2023
Q2 | $2.15M | Buy |
57,880
+46,570
| +412% | +$1.73M | 0.47% | 37 |
|
|
2023
Q1 | $440K | Buy |
+11,310
| New | +$440K | 0.1% | 97 |
|
|
2022
Q1 | – | Sell |
-4,982
| Closed | -$259K | – | 225 |
|
|
2021
Q4 | $259K | Sell |
4,982
-4,067
| -45% | -$211K | 0.05% | 161 |
|
|
2021
Q3 | $489K | Buy |
9,049
+1,450
| +19% | +$78.3K | 0.15% | 68 |
|
|
2021
Q2 | $426K | Sell |
7,599
-250
| -3% | -$14K | 0.12% | 95 |
|
|
2021
Q1 | $456K | Buy |
7,849
+360
| +5% | +$20.9K | 0.09% | 125 |
|
|
2020
Q4 | $440K | Buy |
7,489
+500
| +7% | +$29.4K | 0.1% | 102 |
|
|
2020
Q3 | $416K | Buy |
6,989
+765
| +12% | +$45.5K | 0.12% | 92 |
|
|
2020
Q2 | $343K | Buy |
6,224
+1,795
| +41% | +$99K | 0.12% | 93 |
|
|
2020
Q1 | $238K | Buy |
4,429
+460
| +12% | +$24.7K | 0.1% | 100 |
|
|
2019
Q4 | $244K | Sell |
3,969
-3,045
| -43% | -$187K | 0.08% | 114 |
|
|
2019
Q3 | $423K | Buy |
7,014
+2,305
| +49% | +$139K | 0.15% | 74 |
|
|
2019
Q2 | $269K | Sell |
4,709
-1,025
| -18% | -$58.6K | 0.1% | 108 |
|
|
2019
Q1 | $339K | Sell |
5,734
-455
| -7% | -$26.9K | 0.12% | 103 |
|
|
2018
Q4 | $348K | Buy |
+6,189
| New | +$348K | 0.13% | 90 |
|
|
2016
Q3 | – | Sell |
-11,017
| Closed | -$615K | – | 137 |
|
|
2016
Q2 | $615K | Buy |
11,017
+7,000
| +174% | +$391K | 0.25% | 63 |
|
|
2016
Q1 | $217K | Buy |
+4,017
| New | +$217K | 0.1% | 91 |
|