Karpas Strategies’s Verizon VZ Stock Holding History

Karpas Strategies’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-8,740	Closed	-$325K	–	117
2023 Q2	$325K	Sell	8,740 -9	-0.1%	-$335	0.11%	98
2023 Q1	$340K	Buy	8,749 +42	+0.5%	+$1.63K	0.12%	95
2022 Q4	$343K	Buy	8,707 +46	+0.5%	+$1.81K	0.12%	94
2022 Q3	$329K	Sell	8,661 -119	-1%	-$4.52K	0.12%	92
2022 Q2	$446K	Sell	8,780 -269	-3%	-$13.7K	0.16%	85
2022 Q1	$461K	Buy	9,049 +674	+8%	+$34.3K	0.15%	90
2021 Q4	$435K	Buy	8,375 +887	+12%	+$46.1K	0.14%	88
2021 Q3	$394K	Hold	7,488	–	–	0.13%	88
2021 Q2	$420K	Hold	7,488	–	–	0.15%	83
2021 Q1	$435K	Buy	7,488 +17	+0.2%	+$988	0.16%	79
2020 Q4	$439K	Buy	7,471 +255	+4%	+$15K	0.17%	84
2020 Q3	$429K	Hold	7,216	–	–	0.2%	80
2020 Q2	$398K	Hold	7,216	–	–	0.19%	80
2020 Q1	$388K	Hold	7,216	–	–	0.21%	74
2019 Q4	$443K	Hold	7,216	–	–	0.17%	83
2019 Q3	$436K	Hold	7,216	–	–	0.18%	82
2019 Q2	$412K	Hold	7,216	–	–	0.17%	82
2019 Q1	$427K	Buy	7,216 +155	+2%	+$9.17K	0.18%	81
2018 Q4	$397K	Hold	7,061	–	–	0.19%	80
2018 Q3	$377K	Hold	7,061	–	–	0.16%	91
2018 Q2	$355K	Sell	7,061 -800	-10%	-$40.2K	0.15%	90
2018 Q1	$376K	Hold	7,861	–	–	0.16%	87
2017 Q4	$416K	Hold	7,861	–	–	0.18%	82
2017 Q3	$389K	Hold	7,861	–	–	0.17%	86
2017 Q2	$351K	Hold	7,861	–	–	0.16%	87
2017 Q1	$383K	Buy	7,861 +800	+11%	+$39K	0.18%	87
2016 Q4	$377K	Sell	7,061 -161	-2%	-$8.6K	0.18%	89
2016 Q3	$375K	Hold	7,222	–	–	0.18%	86
2016 Q2	$403K	Hold	7,222	–	–	0.2%	78
2016 Q1	$391K	Hold	7,222	–	–	0.2%	80
2015 Q4	$334K	Hold	7,222	–	–	0.18%	86
2015 Q3	$314K	Hold	7,222	–	–	0.17%	89
2015 Q2	$337K	Hold	7,222	–	–	0.17%	91
2015 Q1	$351K	Hold	7,222	–	–	0.17%	90
2014 Q4	$338K	Hold	7,222	–	–	0.16%	91
2014 Q3	$361K	Hold	7,222	–	–	0.18%	90
2014 Q2	$353K	Hold	7,222	–	–	0.18%	90
2014 Q1	$344K	Buy	7,222 +516	+8%	+$24.6K	0.18%	88
2013 Q4	$330K	Hold	6,706	–	–	0.18%	86
2013 Q3	$313K	Hold	6,706	–	–	0.18%	86
2013 Q2	$338K	Buy	+6,706	New	+$338K	0.21%	82