Marietta Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,825
| Closed | -$261K | – | 118 |
|
|
2021
Q3 | $261K | Sell |
4,825
-4,465
| -48% | -$242K | 0.06% | 110 |
|
|
2021
Q2 | $521K | Sell |
9,290
-706
| -7% | -$39.6K | 0.12% | 98 |
|
|
2021
Q1 | $581K | Sell |
9,996
-146
| -1% | -$8.49K | 0.14% | 96 |
|
|
2020
Q4 | $596K | Sell |
10,142
-6,044
| -37% | -$355K | 0.16% | 91 |
|
|
2020
Q3 | $963K | Sell |
16,186
-66,759
| -80% | -$3.97M | 0.3% | 79 |
|
|
2020
Q2 | $4.57M | Buy |
82,945
+2,374
| +3% | +$131K | 1.56% | 17 |
|
|
2020
Q1 | $4.33M | Buy |
80,571
+6,212
| +8% | +$334K | 1.69% | 16 |
|
|
2019
Q4 | $4.57M | Buy |
74,359
+4,186
| +6% | +$257K | 1.51% | 19 |
|
|
2019
Q3 | $4.24M | Buy |
70,173
+15,576
| +29% | +$940K | 1.54% | 16 |
|
|
2019
Q2 | $3.12M | Buy |
54,597
+2,064
| +4% | +$118K | 1.21% | 32 |
|
|
2019
Q1 | $3.11M | Buy |
52,533
+9,327
| +22% | +$551K | 1.28% | 28 |
|
|
2018
Q4 | $2.43M | Buy |
43,206
+558
| +1% | +$31.4K | 1.16% | 36 |
|
|
2018
Q3 | $2.28M | Buy |
42,648
+1,281
| +3% | +$68.4K | 1.01% | 38 |
|
|
2018
Q2 | $2.08M | Buy |
41,367
+2,820
| +7% | +$142K | 1.02% | 36 |
|
|
2018
Q1 | $1.84M | Buy |
38,547
+4,265
| +12% | +$204K | 0.97% | 42 |
|
|
2017
Q4 | $1.82M | Buy |
34,282
+882
| +3% | +$46.7K | 0.98% | 43 |
|
|
2017
Q3 | $1.65M | Buy |
33,400
+5,821
| +21% | +$288K | 0.93% | 46 |
|
|
2017
Q2 | $1.23M | Buy |
27,579
+2,119
| +8% | +$94.7K | 0.75% | 57 |
|
|
2017
Q1 | $1.24M | Buy |
25,460
+8,453
| +50% | +$412K | 0.82% | 51 |
|
|
2016
Q4 | $908K | Buy |
+17,007
| New | +$908K | 0.73% | 59 |
|