Mariner Wealth Advisors (Cincinnati)’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $9.22M | Buy |
172,725
+12,915
| +8% | +$690K | 0.51% | 58 |
|
|
2018
Q2 | $8.04M | Buy |
159,810
+48,884
| +44% | +$2.46M | 0.48% | 56 |
|
|
2018
Q1 | $5.3M | Buy |
110,926
+992
| +0.9% | +$47.4K | 0.33% | 72 |
|
|
2017
Q4 | $5.82M | Buy |
109,934
+986
| +0.9% | +$52.2K | 0.35% | 69 |
|
|
2017
Q3 | $5.39M | Sell |
108,948
-2,887
| -3% | -$143K | 0.35% | 65 |
|
|
2017
Q2 | $5M | Sell |
111,835
-245,611
| -69% | -$11M | 0.35% | 69 |
|
|
2017
Q1 | $17.4M | Buy |
357,446
+19,071
| +6% | +$930K | 1.25% | 28 |
|
|
2016
Q4 | $18.1M | Buy |
338,375
+1,877
| +0.6% | +$100K | 1.41% | 22 |
|
|
2016
Q3 | $17.5M | Buy |
336,498
+2,526
| +0.8% | +$131K | 1.49% | 24 |
|
|
2016
Q2 | $18.6M | Buy |
333,972
+10,272
| +3% | +$574K | 1.67% | 17 |
|
|
2016
Q1 | $17.5M | Buy |
323,700
+8,685
| +3% | +$470K | 1.72% | 17 |
|
|
2015
Q4 | $14.6M | Buy |
+315,015
| New | +$14.6M | 1.42% | 28 |
|
|
2015
Q1 | $13.9M | Buy |
286,237
+3,599
| +1% | +$175K | 1.96% | 23 |
|
|
2014
Q4 | $13.2M | Buy |
282,638
+6,446
| +2% | +$302K | 1.91% | 21 |
|
|
2014
Q3 | $13.8M | Sell |
276,192
-28,132
| -9% | -$1.41M | 2.21% | 19 |
|
|
2014
Q2 | $14.9M | Buy |
304,324
+13,874
| +5% | +$679K | 2.35% | 13 |
|
|
2014
Q1 | $13.8M | Buy |
290,450
+28,689
| +11% | +$1.36M | 2.24% | 14 |
|
|
2013
Q4 | $12.9M | Buy |
261,761
+6,766
| +3% | +$332K | 2.12% | 16 |
|
|
2013
Q3 | $11.9M | Buy |
254,995
+6,512
| +3% | +$304K | 2.21% | 17 |
|
|
2013
Q2 | $12.5M | Buy |
+248,483
| New | +$12.5M | 2.48% | 9 |
|