Marshwinds Advisory’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | $2.43M | Sell |
43,163
-2,681
| -6% | -$151K | 1.3% | 30 |
|
2018
Q3 | $2.45M | Sell |
45,844
-625
| -1% | -$33.4K | 1.12% | 36 |
|
2018
Q2 | $2.34M | Sell |
46,469
-775
| -2% | -$39K | 1.11% | 37 |
|
2018
Q1 | $2.26M | Sell |
47,244
-1,050
| -2% | -$50.2K | 1.07% | 37 |
|
2017
Q4 | $2.56M | Sell |
48,294
-1,921
| -4% | -$102K | 1.18% | 34 |
|
2017
Q3 | $2.49M | Sell |
50,215
-2,526
| -5% | -$125K | 1.15% | 36 |
|
2017
Q2 | $2.36M | Sell |
52,741
-859
| -2% | -$38.4K | 1.11% | 36 |
|
2017
Q1 | $2.61M | Sell |
53,600
-1,259
| -2% | -$61.4K | 1.22% | 31 |
|
2016
Q4 | $2.93M | Sell |
54,859
-780
| -1% | -$41.6K | 1.39% | 27 |
|
2016
Q3 | $2.89M | Sell |
55,639
-147
| -0.3% | -$7.64K | 1.41% | 26 |
|
2016
Q2 | $3.12M | Buy |
55,786
+75
| +0.1% | +$4.19K | 1.52% | 26 |
|
2016
Q1 | $3.01M | Sell |
55,711
-598
| -1% | -$32.3K | 1.55% | 22 |
|
2015
Q4 | $2.6M | Sell |
56,309
-1,625
| -3% | -$75.1K | 1.36% | 28 |
|
2015
Q3 | $2.52M | Sell |
57,934
-337
| -0.6% | -$14.7K | 1.35% | 28 |
|
2015
Q2 | $2.72M | Sell |
58,271
-1,949
| -3% | -$90.8K | 1.37% | 24 |
|
2015
Q1 | $2.93M | Buy |
60,220
+1
| +0% | +$49 | 1.39% | 24 |
|
2014
Q4 | $2.82M | Buy |
60,219
+136
| +0.2% | +$6.36K | 1.33% | 25 |
|
2014
Q3 | $3M | Sell |
60,083
-1,149
| -2% | -$57.4K | 1.49% | 19 |
|
2014
Q2 | $3M | Buy |
61,232
+1,412
| +2% | +$69.1K | 1.44% | 20 |
|
2014
Q1 | $2.85M | Buy |
59,820
+2,535
| +4% | +$121K | 1.44% | 21 |
|
2013
Q4 | $2.82M | Sell |
57,285
-2,067
| -3% | -$102K | 1.49% | 19 |
|
2013
Q3 | $2.77M | Buy |
59,352
+951
| +2% | +$44.4K | 1.59% | 16 |
|
2013
Q2 | $2.94M | Buy |
+58,401
| New | +$2.94M | 1.75% | 14 |
|