Johanson Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $744K | Sell |
14,318
-1,508
| -10% | -$78.4K | 0.23% | 72 |
|
|
2021
Q3 | $855K | Sell |
15,826
-636
| -4% | -$34.4K | 0.29% | 64 |
|
|
2021
Q2 | $931K | Buy |
16,462
+358
| +2% | +$20.2K | 0.31% | 65 |
|
|
2021
Q1 | $929K | Buy |
16,104
+1,842
| +13% | +$106K | 0.34% | 63 |
|
|
2020
Q4 | $838K | Buy |
14,262
+207
| +1% | +$12.2K | 0.34% | 59 |
|
|
2020
Q3 | $839K | Buy |
14,055
+894
| +7% | +$53.4K | 0.38% | 54 |
|
|
2020
Q2 | $726K | Buy |
13,161
+1,063
| +9% | +$58.6K | 0.36% | 55 |
|
|
2020
Q1 | $648K | Sell |
12,098
-667,503
| -98% | -$35.8M | 0.37% | 54 |
|
|
2019
Q4 | $11.1M | Buy |
679,601
+668,847
| +6,220% | +$10.9M | 0.53% | 38 |
|
|
2019
Q3 | $648K | Buy |
10,754
+85
| +0.8% | +$5.12K | 0.34% | 59 |
|
|
2019
Q2 | $612K | Buy |
10,669
+477
| +5% | +$27.4K | 0.33% | 61 |
|
|
2019
Q1 | $603K | Buy |
10,192
+405
| +4% | +$24K | 0.34% | 59 |
|
|
2018
Q4 | $551K | Sell |
9,787
-182
| -2% | -$10.2K | 0.37% | 55 |
|
|
2018
Q3 | $533K | Buy |
9,969
+102
| +1% | +$5.45K | 0.31% | 64 |
|
|
2018
Q2 | $501K | Buy |
9,867
+111
| +1% | +$5.64K | 0.32% | 60 |
|
|
2018
Q1 | $467K | Buy |
9,756
+79
| +0.8% | +$3.78K | 0.31% | 57 |
|
|
2017
Q4 | $512K | Sell |
9,677
-1,605
| -14% | -$84.9K | 0.34% | 54 |
|
|
2017
Q3 | $560K | Buy |
11,282
+430
| +4% | +$21.3K | 0.41% | 49 |
|
|
2017
Q2 | $486K | Sell |
10,852
-1,339
| -11% | -$60K | 0.4% | 49 |
|
|
2017
Q1 | $594K | Buy |
+12,191
| New | +$594K | 0.52% | 44 |
|
|
2016
Q4 | – | Sell |
-11,218
| Closed | -$585K | – | 69 |
|
|
2016
Q3 | $585K | Sell |
11,218
-81
| -0.7% | -$4.22K | 0.63% | 38 |
|
|
2016
Q2 | $632K | Buy |
11,299
+823
| +8% | +$46K | 0.74% | 36 |
|
|
2016
Q1 | $566K | Buy |
10,476
+746
| +8% | +$40.3K | 0.7% | 38 |
|
|
2015
Q4 | $451K | Buy |
+9,730
| New | +$451K | 0.59% | 41 |
|