Mendel Money Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,916
| Closed | -$311K | – | 140 |
|
|
2024
Q3 | $311K | Sell |
6,916
-2,165
| -24% | -$97.2K | 0.13% | 122 |
|
|
2024
Q2 | $375K | Sell |
9,081
-1,435
| -14% | -$59.2K | 0.18% | 105 |
|
|
2024
Q1 | $441K | Sell |
10,516
-305
| -3% | -$12.8K | 0.2% | 97 |
|
|
2023
Q4 | $408K | Sell |
10,821
-3,170
| -23% | -$120K | 0.2% | 101 |
|
|
2023
Q3 | $453K | Sell |
13,991
-821
| -6% | -$26.6K | 0.24% | 81 |
|
|
2023
Q2 | $551K | Sell |
14,812
-725
| -5% | -$27K | 0.28% | 69 |
|
|
2023
Q1 | $604K | Sell |
15,537
-3,160
| -17% | -$123K | 0.33% | 63 |
|
|
2022
Q4 | $737K | Sell |
18,697
-521
| -3% | -$20.5K | 0.42% | 53 |
|
|
2022
Q3 | $730K | Buy |
19,218
+3,576
| +23% | +$136K | 0.46% | 51 |
|
|
2022
Q2 | $794K | Sell |
15,642
-3,085
| -16% | -$157K | 0.47% | 45 |
|
|
2022
Q1 | $954K | Buy |
18,727
+11,727
| +168% | +$597K | 0.47% | 47 |
|
|
2021
Q4 | $364K | Sell |
7,000
-375
| -5% | -$19.5K | 0.21% | 58 |
|
|
2021
Q3 | $398K | Buy |
7,375
+90
| +1% | +$4.86K | 0.25% | 52 |
|
|
2021
Q2 | $408K | Hold |
7,285
| – | – | 0.26% | 51 |
|
|
2021
Q1 | $424K | Sell |
7,285
-450
| -6% | -$26.2K | 0.28% | 47 |
|
|
2020
Q4 | $454K | Buy |
7,735
+1,130
| +17% | +$66.3K | 0.32% | 44 |
|
|
2020
Q3 | $393K | Buy |
6,605
+140
| +2% | +$8.33K | 0.31% | 44 |
|
|
2020
Q2 | $356K | Buy |
+6,465
| New | +$356K | 0.31% | 43 |
|
|
2019
Q4 | $390K | Hold |
6,345
| – | – | 0.34% | 41 |
|
|
2019
Q3 | $383K | Buy |
6,345
+120
| +2% | +$7.24K | 0.35% | 41 |
|
|
2019
Q2 | $356K | Buy |
+6,225
| New | +$356K | 0.34% | 39 |
|
|
2018
Q3 | $252K | Buy |
+4,712
| New | +$252K | 0.24% | 43 |
|
|
2017
Q4 | $289K | Buy |
+5,469
| New | +$289K | 0.28% | 46 |
|
|
2015
Q2 | $264K | Sell |
5,669
-300
| -5% | -$14K | 0.25% | 48 |
|
|
2015
Q1 | $290K | Buy |
5,969
+67
| +1% | +$3.26K | 0.27% | 43 |
|
|
2014
Q4 | $276K | Buy |
5,902
+1,100
| +23% | +$51.4K | 0.26% | 45 |
|
|
2014
Q3 | $240K | Buy |
+4,802
| New | +$240K | 0.23% | 45 |
|