Kovitz Investment Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $418K | Sell |
9,052
-10,970
| -55% | -$507K | 0.03% | 104 |
|
|
2015
Q3 | $871K | Sell |
20,022
-61,000
| -75% | -$2.65M | 0.05% | 69 |
|
|
2015
Q2 | $3.78M | Sell |
81,022
-36,675
| -31% | -$1.71M | 0.21% | 47 |
|
|
2015
Q1 | $5.72M | Sell |
117,697
-27,770
| -19% | -$1.35M | 0.31% | 39 |
|
|
2014
Q4 | $6.81M | Sell |
145,467
-61,343
| -30% | -$2.87M | 0.33% | 42 |
|
|
2014
Q3 | $10.3M | Buy |
206,810
+19,888
| +11% | +$993K | 0.53% | 35 |
|
|
2014
Q2 | $9.15M | Sell |
186,922
-15,147
| -7% | -$741K | 0.48% | 36 |
|
|
2014
Q1 | $9.62M | Buy |
+202,069
| New | +$9.62M | 0.49% | 45 |
|