Jackson Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,181
| Closed | -$567K | – | 106 |
|
|
2022
Q2 | $567K | Sell |
11,181
-58,010
| -84% | -$2.94M | 0.26% | 70 |
|
|
2022
Q1 | $3.53M | Buy |
69,191
+2,002
| +3% | +$102K | 0.49% | 50 |
|
|
2021
Q4 | $3.49M | Buy |
67,189
+1,566
| +2% | +$81.4K | 0.44% | 66 |
|
|
2021
Q3 | $19K | Buy |
65,623
+2,243
| +4% | +$649 | 0.23% | 59 |
|
|
2021
Q2 | $3.55M | Buy |
63,380
+386
| +0.6% | +$21.6K | 0.45% | 58 |
|
|
2021
Q1 | $3.66M | Buy |
62,994
+33
| +0.1% | +$1.92K | 0.55% | 52 |
|
|
2020
Q4 | $3.7M | Buy |
62,961
+3,983
| +7% | +$234K | 0.5% | 49 |
|
|
2020
Q3 | $3.51M | Buy |
58,978
+4,945
| +9% | +$294K | 0.53% | 49 |
|
|
2020
Q2 | $2.98M | Buy |
54,033
+7,274
| +16% | +$401K | 0.53% | 50 |
|
|
2020
Q1 | $2.64M | Sell |
46,759
-9,237
| -16% | -$522K | 0.55% | 42 |
|
|
2019
Q4 | $3.38M | Buy |
55,996
+1,814
| +3% | +$109K | 0.56% | 52 |
|
|
2019
Q3 | $3.24M | Buy |
54,182
+9,100
| +20% | +$544K | 0.68% | 43 |
|
|
2019
Q2 | $2.63M | Buy |
45,082
+1,759
| +4% | +$103K | 0.57% | 50 |
|
|
2019
Q1 | $2.56M | Buy |
43,323
+880
| +2% | +$52K | 0.63% | 44 |
|
|
2018
Q4 | $2.39M | Buy |
42,443
+526
| +1% | +$29.6K | 0.71% | 38 |
|
|
2018
Q3 | $2.24M | Buy |
41,917
+1,520
| +4% | +$81.2K | 0.47% | 50 |
|
|
2018
Q2 | $2.06M | Buy |
40,397
+1,985
| +5% | +$101K | 0.48% | 56 |
|
|
2018
Q1 | $1.84M | Sell |
38,412
-11,945
| -24% | -$572K | 0.51% | 56 |
|
|
2017
Q4 | $2.6M | Buy |
50,357
+133
| +0.3% | +$6.86K | 0.66% | 43 |
|
|
2017
Q3 | $2.47M | Buy |
50,224
+5,190
| +12% | +$255K | 0.67% | 36 |
|
|
2017
Q2 | $2.2M | Buy |
45,034
+9,960
| +28% | +$487K | 0.7% | 33 |
|
|
2017
Q1 | $1.71M | Buy |
35,074
+2,096
| +6% | +$102K | 0.62% | 40 |
|
|
2016
Q4 | $1.74M | Sell |
32,978
-342
| -1% | -$18K | 0.68% | 36 |
|
|
2016
Q3 | $1.68M | Buy |
33,320
+1,259
| +4% | +$63.3K | 0.63% | 36 |
|
|
2016
Q2 | $1.79M | Buy |
32,061
+261
| +0.8% | +$14.6K | 0.67% | 35 |
|
|
2016
Q1 | $1.72M | Buy |
+31,800
| New | +$1.72M | 0.66% | 37 |
|
|
2015
Q4 | – | Sell |
-3,249
| Closed | -$141K | – | 117 |
|
|
2015
Q3 | $141K | Buy |
+3,249
| New | +$141K | 0.05% | 103 |
|
|
2015
Q1 | – | Sell |
-5,122
| Closed | -$240K | – | 141 |
|
|
2014
Q4 | $240K | Buy |
+5,122
| New | +$240K | 0.08% | 108 |
|