IRON Financial’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,356
| Closed | -$238K | – | 101 |
|
|
2023
Q3 | $238K | Sell |
7,356
-3,074
| -29% | -$104K | 0.14% | 83 |
|
|
2023
Q2 | $388K | Sell |
10,430
-5
| -0% | -$185 | 0.21% | 61 |
|
|
2023
Q1 | $406K | Hold |
10,435
| – | – | 0.22% | 62 |
|
|
2022
Q4 | $411K | Buy |
10,435
+2,299
| +28% | +$86.6K | 0.24% | 61 |
|
|
2022
Q3 | $309K | Sell |
8,136
-747
| -8% | -$33.3K | 0.17% | 75 |
|
|
2022
Q2 | $451K | Buy |
8,883
+155
| +2% | +$7.84K | 0.24% | 60 |
|
|
2022
Q1 | $445K | Sell |
8,728
-74
| -0.8% | -$3.92K | 0.21% | 64 |
|
|
2021
Q4 | $457K | Buy |
8,802
+1,082
| +14% | +$56.5K | 0.2% | 63 |
|
|
2021
Q3 | $417K | Buy |
7,720
+115
| +2% | +$6.36K | 0.2% | 64 |
|
|
2021
Q2 | $426K | Sell |
7,605
-705
| -8% | -$40.5K | 0.2% | 64 |
|
|
2021
Q1 | $483K | Buy |
8,310
+634
| +8% | +$35.8K | 0.25% | 40 |
|
|
2020
Q4 | $451K | Sell |
7,676
-573
| -7% | -$34K | 0.23% | 45 |
|
|
2020
Q3 | $491K | Buy |
8,249
+926
| +13% | +$53.8K | 0.27% | 40 |
|
|
2020
Q2 | $404K | Buy |
7,323
+43
| +0.6% | +$2.42K | 0.21% | 61 |
|
|
2020
Q1 | $391K | Sell |
7,280
-2,422
| -25% | -$139K | 0.24% | 61 |
|
|
2019
Q4 | $596K | Buy |
9,702
+632
| +7% | +$38.1K | 0.28% | 46 |
|
|
2019
Q3 | $547K | Sell |
9,070
-289
| -3% | -$16.6K | 0.41% | 42 |
|
|
2019
Q2 | $553K | Buy |
9,359
+503
| +6% | +$29K | 0.52% | 31 |
|
|
2019
Q1 | $524K | Buy |
8,856
+1,286
| +17% | +$72.8K | 0.33% | 31 |
|
|
2018
Q4 | $426K | Buy |
7,570
+726
| +11% | +$41.2K | 0.33% | 51 |
|
|
2018
Q3 | $365K | Buy |
6,844
+88
| +1% | +$4.66K | 0.25% | 62 |
|
|
2018
Q2 | $340K | Hold |
6,756
| – | – | 0.18% | 71 |
|
|
2018
Q1 | $323K | Sell |
6,756
-85
| -1% | -$4.27K | 0.21% | 71 |
|
|
2017
Q4 | $362K | Buy |
6,841
+8
| +0.1% | +$393 | 0.25% | 56 |
|
|
2017
Q3 | $338K | Hold |
6,833
| – | – | 0.26% | 56 |
|
|
2017
Q2 | $305K | Hold |
6,833
| – | – | 0.27% | 63 |
|
|
2017
Q1 | $333K | Hold |
6,833
| – | – | 0.24% | 65 |
|
|
2016
Q4 | $365K | Sell |
6,833
-79
| -1% | -$3.95K | 0.25% | 57 |
|
|
2016
Q3 | $359K | Sell |
6,912
-798
| -10% | -$42.8K | 0.44% | 49 |
|
|
2016
Q2 | $431K | Buy |
7,710
+8
| +0.1% | +$415 | 0.56% | 34 |
|
|
2016
Q1 | $417K | Buy |
7,702
+272
| +4% | +$13.6K | 0.42% | 54 |
|
|
2015
Q4 | $343K | Buy |
7,430
+162
| +2% | +$7.36K | 0.29% | 70 |
|
|
2015
Q3 | $316K | Buy |
7,268
+8
| +0.1% | +$369 | 0.21% | 63 |
|
|
2015
Q2 | $338K | Buy |
+7,260
| New | +$355K | 0.32% | 52 |
|
|
2015
Q1 | – | Sell |
-9,164
| Closed | -$4.29K | – | 91 |
|
|
2014
Q4 | $4.29K | Buy |
+9,164
| New | +$448K | 0.43% | 31 |
|
|
2014
Q2 | – | Sell |
-9,560
| Closed | -$455K | – | 87 |
|
|
2014
Q1 | $455K | Buy |
9,560
+9
| +0.1% | +$426 | 0.35% | 29 |
|
|
2013
Q4 | $469K | Buy |
+9,551
| New | +$470K | 0.48% | 24 |
|
Other funds holding VZ
