Kopp Investment Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $479K | Sell |
7,936
-586
| -7% | -$33.7K | 0.88% | 32 |
|
|
2019
Q2 | $487K | Sell |
8,522
-4,936
| -37% | -$284K | 0.55% | 35 |
|
|
2019
Q1 | $796K | Buy |
13,458
+58
| +0.4% | +$3.29K | 0.64% | 35 |
|
|
2018
Q4 | $753K | Buy |
13,400
+389
| +3% | +$22.1K | 0.73% | 34 |
|
|
2018
Q3 | $695K | Buy |
13,011
+246
| +2% | +$13K | 0.58% | 39 |
|
|
2018
Q2 | $642K | Buy |
12,765
+68
| +0.5% | +$3.29K | 0.6% | 41 |
|
|
2018
Q1 | $607K | Sell |
12,697
-458
| -3% | -$23K | 0.62% | 46 |
|
|
2017
Q4 | $696K | Sell |
13,155
-113
| -0.9% | -$5.56K | 0.7% | 46 |
|
|
2017
Q3 | $657K | Sell |
13,268
-417
| -3% | -$19.6K | 0.6% | 45 |
|
|
2017
Q2 | $611K | Buy |
13,685
+447
| +3% | +$20.8K | 0.55% | 46 |
|
|
2017
Q1 | $645K | Sell |
13,238
-339
| -2% | -$17K | 0.63% | 46 |
|
|
2016
Q4 | $725K | Sell |
13,577
-869
| -6% | -$43.4K | 0.77% | 43 |
|
|
2016
Q3 | $751K | Sell |
14,446
-2,445
| -14% | -$131K | 0.74% | 42 |
|
|
2016
Q2 | $943K | Sell |
16,891
-350
| -2% | -$18.2K | 0.5% | 35 |
|
|
2016
Q1 | $932K | Sell |
17,241
-455
| -3% | -$22.8K | 0.51% | 39 |
|
|
2015
Q4 | $818K | Hold |
17,696
| – | – | 0.4% | 43 |
|
|
2015
Q3 | $770K | Sell |
17,696
-495
| -3% | -$22.8K | 0.41% | 47 |
|
|
2015
Q2 | $848K | Buy |
18,191
+60
| +0.3% | +$2.94K | 0.38% | 48 |
|
|
2015
Q1 | $882K | Buy |
18,131
+28
| +0.2% | +$1.35K | 0.39% | 47 |
|
|
2014
Q4 | $847K | Sell |
18,103
-618
| -3% | -$30.2K | 0.41% | 49 |
|
|
2014
Q3 | $936K | Buy |
18,721
+60
| +0.3% | +$2.98K | 0.46% | 43 |
|
|
2014
Q2 | $913K | Sell |
18,661
-140
| -0.7% | -$6.78K | 0.42% | 50 |
|
|
2014
Q1 | $894K | Buy |
18,801
+255
| +1% | +$12.1K | 0.37% | 51 |
|
|
2013
Q4 | $911K | Buy |
18,546
+185
| +1% | +$9.1K | 0.41% | 43 |
|
|
2013
Q3 | $857K | Sell |
18,361
-170
| -0.9% | -$8.3K | 0.31% | 63 |
|
|
2013
Q2 | $933K | Buy |
+18,531
| New | +$946K | 0.36% | 54 |
|
Other funds holding VZ
