Laffer Tengler Investments’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,892
| Closed | -$243K | – | 342 |
|
|
2024
Q2 | $243K | Buy |
5,892
+449
| +8% | +$18.5K | 0.05% | 158 |
|
|
2024
Q1 | $228K | Buy |
5,443
+1,802
| +49% | +$75.6K | 0.06% | 139 |
|
|
2023
Q4 | $137K | Hold |
3,641
| – | – | 0.04% | 167 |
|
|
2023
Q3 | $118K | Hold |
3,641
| – | – | 0.03% | 172 |
|
|
2023
Q2 | $135K | Hold |
3,641
| – | – | 0.04% | 227 |
|
|
2023
Q1 | $142K | Hold |
3,641
| – | – | 0.04% | 230 |
|
|
2022
Q4 | $143K | Sell |
3,641
-2,144
| -37% | -$84.5K | 0.04% | 222 |
|
|
2022
Q3 | $220K | Hold |
5,785
| – | – | 0.08% | 170 |
|
|
2022
Q2 | $294K | Buy |
5,785
+1
| +0% | +$51 | 0.1% | 151 |
|
|
2022
Q1 | $295K | Hold |
5,784
| – | – | 0.09% | 162 |
|
|
2021
Q4 | $301K | Hold |
5,784
| – | – | 0.09% | 169 |
|
|
2021
Q3 | $312K | Buy |
+5,784
| New | +$312K | 0.09% | 174 |
|
|
2021
Q2 | – | Sell |
-4,141
| Closed | -$241K | – | 398 |
|
|
2021
Q1 | $241K | Buy |
4,141
+500
| +14% | +$29.1K | 0.09% | 139 |
|
|
2020
Q4 | $212K | Hold |
3,641
| – | – | 0.09% | 145 |
|
|
2020
Q3 | $217K | Buy |
3,641
+2,396
| +192% | +$143K | 0.11% | 129 |
|
|
2020
Q2 | $68.6K | Buy |
+1,245
| New | +$68.6K | 0.04% | 184 |
|
|
2020
Q1 | – | Sell |
-5,804
| Closed | -$356K | – | 138 |
|
|
2019
Q4 | $356K | Buy |
5,804
+5,754
| +11,508% | +$353K | 0.24% | 86 |
|
|
2019
Q3 | $3.02K | Buy |
+50
| New | +$3.02K | ﹤0.01% | 119 |
|
|
2016
Q4 | – | Sell |
-80,656
| Closed | -$4.19M | – | 290 |
|
|
2016
Q3 | $4.19M | Hold |
80,656
| – | – | 1.17% | 12 |
|
|
2016
Q2 | $4.5M | Buy |
+80,656
| New | +$4.5M | 1.28% | 10 |
|
|
2015
Q1 | – | Hold |
0
| – | -$2.85M | – | 214 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 212 |
|
|
2013
Q3 | – | Sell |
-59,496
| Closed | -$3M | – | 295 |
|
|
2013
Q2 | $3M | Buy |
+59,496
| New | +$3M | 0.59% | 62 |
|