Lodestar Investment Counsel’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $1.08M | Hold |
18,876
| – | – | 0.11% | 91 |
|
|
2019
Q1 | $1.12M | Sell |
18,876
-749
| -4% | -$44.3K | 0.12% | 90 |
|
|
2018
Q4 | $1.1M | Buy |
19,625
+815
| +4% | +$45.8K | 0.13% | 84 |
|
|
2018
Q3 | $1M | Hold |
18,810
| – | – | 0.11% | 93 |
|
|
2018
Q2 | $946K | Sell |
18,810
-2,627
| -12% | -$132K | 0.11% | 95 |
|
|
2018
Q1 | $1.03M | Sell |
21,437
-5,445
| -20% | -$260K | 0.12% | 87 |
|
|
2017
Q4 | $1.42M | Buy |
26,882
+1,862
| +7% | +$98.6K | 0.16% | 75 |
|
|
2017
Q3 | $1.24M | Sell |
25,020
-14,003
| -36% | -$693K | 0.15% | 76 |
|
|
2017
Q2 | $1.74M | Sell |
39,023
-171,472
| -81% | -$7.66M | 0.22% | 63 |
|
|
2017
Q1 | $10.3M | Buy |
210,495
+4,169
| +2% | +$203K | 1.33% | 28 |
|
|
2016
Q4 | $11M | Buy |
206,326
+2,014
| +1% | +$108K | 1.49% | 24 |
|
|
2016
Q3 | $10.6M | Buy |
204,312
+17,429
| +9% | +$906K | 1.46% | 24 |
|
|
2016
Q2 | $10.4M | Buy |
186,883
+3,550
| +2% | +$198K | 1.49% | 27 |
|
|
2016
Q1 | $9.92M | Buy |
183,333
+13,005
| +8% | +$703K | 1.43% | 27 |
|
|
2015
Q4 | $7.87M | Buy |
170,328
+4,602
| +3% | +$213K | 1.24% | 33 |
|
|
2015
Q3 | $7.21M | Buy |
165,726
+4,302
| +3% | +$187K | 1.21% | 33 |
|
|
2015
Q2 | $7.52M | Sell |
161,424
-848
| -0.5% | -$39.5K | 1.18% | 35 |
|
|
2015
Q1 | $7.89M | Buy |
162,272
+13,060
| +9% | +$635K | 1.22% | 34 |
|
|
2014
Q4 | $6.98M | Buy |
149,212
+11,254
| +8% | +$526K | 2% | 23 |
|
|
2014
Q3 | $6.9M | Sell |
137,958
-265
| -0.2% | -$13.2K | 2.11% | 18 |
|
|
2014
Q2 | $6.76M | Buy |
138,223
+67,988
| +97% | +$3.33M | 2.03% | 23 |
|
|
2014
Q1 | $3.34M | Buy |
70,235
+62,038
| +757% | +$2.95M | 1.05% | 33 |
|
|
2013
Q4 | $403K | Hold |
8,197
| – | – | 0.13% | 76 |
|
|
2013
Q3 | $383K | Hold |
8,197
| – | – | 0.14% | 72 |
|
|
2013
Q2 | $413K | Buy |
+8,197
| New | +$413K | 0.16% | 66 |
|