McNamara Financial Services’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,408
| Closed | -$210K | – | 66 |
|
|
2023
Q1 | $210K | Buy |
+5,408
| New | +$210K | 0.05% | 61 |
|
|
2017
Q1 | – | Sell |
-3,936
| Closed | -$210K | – | 36 |
|
|
2016
Q4 | $210K | Hold |
3,936
| – | – | 0.12% | 33 |
|
|
2016
Q3 | $205K | Sell |
3,936
-62
| -2% | -$3.23K | 0.11% | 32 |
|
|
2016
Q2 | $223K | Hold |
3,998
| – | – | 0.13% | 29 |
|
|
2016
Q1 | $216K | Sell |
3,998
-6,823
| -63% | -$369K | 0.13% | 31 |
|
|
2015
Q4 | $500K | Sell |
10,821
-172
| -2% | -$7.95K | 0.49% | 49 |
|
|
2015
Q3 | $478K | Hold |
10,993
| – | – | 0.5% | 45 |
|
|
2015
Q2 | $512K | Sell |
10,993
-1,450
| -12% | -$67.5K | 0.48% | 51 |
|
|
2015
Q1 | $605K | Sell |
12,443
-30,000
| -71% | -$1.46M | 0.56% | 52 |
|
|
2014
Q4 | $1.99M | Buy |
+42,443
| New | +$1.99M | 1.81% | 23 |
|