Kings Point Capital Management’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$1.2M Buy
23,612
+643
+3% +$32.8K 0.1% 98
2021
Q4
$1.19M Buy
22,969
+302
+1% +$15.7K 0.1% 100
2021
Q3
$1.22M Buy
22,667
+455
+2% +$24.6K 0.11% 96
2021
Q2
$1.25M Sell
22,212
-1,101
-5% -$61.7K 0.11% 100
2021
Q1
$1.36M Buy
23,313
+2,682
+13% +$156K 0.13% 94
2020
Q4
$1.21M Buy
20,631
+466
+2% +$27.4K 0.13% 98
2020
Q3
$1.2M Buy
20,165
+3,302
+20% +$196K 0.15% 91
2020
Q2
$930K Sell
16,863
-567
-3% -$31.3K 0.13% 94
2020
Q1
$937K Buy
17,430
+1,059
+6% +$56.9K 0.17% 87
2019
Q4
$1.01M Buy
16,371
+1,164
+8% +$71.5K 0.15% 93
2019
Q3
$918K Buy
15,207
+1,633
+12% +$98.6K 0.16% 91
2019
Q2
$776K Buy
13,574
+3,476
+34% +$199K 0.14% 92
2019
Q1
$597K Buy
10,098
+2,000
+25% +$118K 0.12% 95
2018
Q4
$455K Sell
8,098
-1,133
-12% -$63.7K 0.1% 101
2018
Q3
$493K Sell
9,231
-200
-2% -$10.7K 0.09% 112
2018
Q2
$474K Sell
9,431
-493
-5% -$24.8K 0.09% 115
2018
Q1
$475K Buy
9,924
+1,935
+24% +$92.6K 0.1% 110
2017
Q4
$423K Sell
7,989
-1,110
-12% -$58.8K 0.09% 115
2017
Q3
$450K Sell
9,099
-7,126
-44% -$352K 0.1% 109
2017
Q2
$725K Sell
16,225
-165,420
-91% -$7.39M 0.17% 92
2017
Q1
$8.86M Sell
181,645
-7,360
-4% -$359K 2.08% 9
2016
Q4
$10.1M Buy
189,005
+8,484
+5% +$453K 2.49% 3
2016
Q3
$9.38M Sell
180,521
-8,167
-4% -$424K 2.48% 9
2016
Q2
$10.5M Buy
188,688
+644
+0.3% +$36K 2.7% 5
2016
Q1
$10.2M Sell
188,044
-417
-0.2% -$22.6K 2.59% 9
2015
Q4
$8.71M Buy
188,461
+7,040
+4% +$325K 2.16% 13
2015
Q3
$7.89M Buy
181,421
+9,480
+6% +$412K 2.08% 14
2015
Q2
$8.01M Buy
171,941
+4,209
+3% +$196K 1.94% 16
2015
Q1
$8.16M Sell
167,732
-2,445
-1% -$119K 2.05% 14
2014
Q4
$7.96M Buy
170,177
+11,431
+7% +$535K 2.15% 14
2014
Q3
$7.94M Buy
158,746
+2,437
+2% +$122K 2.4% 11
2014
Q2
$7.65M Buy
156,309
+700
+0.4% +$34.3K 2.3% 11
2014
Q1
$7.4M Buy
155,609
+8,649
+6% +$411K 2.41% 10
2013
Q4
$7.22M Buy
146,960
+2,860
+2% +$141K 2.53% 10
2013
Q3
$6.73M Buy
144,100
+8,249
+6% +$385K 2.59% 8
2013
Q2
$6.84M Buy
+135,851
New +$6.84M 2.78% 6