Meristem Family Wealth’s Verizon VZ Stock Holding History

Meristem Family Wealth’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	$817K	Sell	16,045 -604	-4%	-$30.8K	0.09%	135
2021 Q4	$865K	Sell	16,649 -1,369	-8%	-$71.1K	0.07%	156
2021 Q3	$973K	Buy	18,018 +10,469	+139%	+$565K	0.09%	139
2021 Q2	$423K	Sell	7,549 -1,000	-12%	-$56K	0.07%	186
2021 Q1	$497K	Sell	8,549 -40	-0.5%	-$2.33K	0.1%	129
2020 Q4	$505K	Sell	8,589 -16	-0.2%	-$941	0.11%	120
2020 Q3	$512K	Hold	8,605	–	–	0.13%	96
2020 Q2	$474K	Sell	8,605 -1,292	-13%	-$71.2K	0.13%	105
2020 Q1	$532K	Buy	9,897 +531	+6%	+$28.5K	0.16%	82
2019 Q4	$575K	Buy	9,366 +1,358	+17%	+$83.4K	0.14%	91
2019 Q3	$483K	Buy	8,008 +2,204	+38%	+$133K	0.13%	101
2019 Q2	$332K	Buy	5,804 +1,338	+30%	+$76.5K	0.1%	115
2019 Q1	$264K	Buy	4,466 +15	+0.3%	+$887	0.09%	115
2018 Q4	$250K	Sell	4,451 -2,560	-37%	-$144K	0.09%	106
2018 Q3	$374K	Sell	7,011 -139	-2%	-$7.42K	0.13%	83
2018 Q2	$360K	Buy	7,150 +1,168	+20%	+$58.8K	0.13%	88
2018 Q1	$286K	Sell	5,982 -335	-5%	-$16K	0.1%	105
2017 Q4	$334K	Hold	6,317	–	–	0.12%	84
2017 Q3	$313K	Sell	6,317 -275	-4%	-$13.6K	0.13%	84
2017 Q2	$294K	Hold	6,592	–	–	0.12%	83
2017 Q1	$321K	Sell	6,592 -1,874	-22%	-$91.3K	0.13%	80
2016 Q4	$452K	Sell	8,466 -271	-3%	-$14.5K	0.18%	64
2016 Q3	$454K	Buy	8,737 +3,620	+71%	+$188K	0.19%	68
2016 Q2	$286K	Sell	5,117 -20	-0.4%	-$1.12K	0.13%	79
2016 Q1	$278K	Buy	5,137 +125	+2%	+$6.77K	0.12%	88
2015 Q4	$232K	Buy	+5,012	New	+$232K	0.09%	99
2015 Q3	–	Sell	-4,844	Closed	-$226K	–	107
2015 Q2	$226K	Hold	4,844	–	–	0.1%	99
2015 Q1	$236K	Buy	4,844 +78	+2%	+$3.8K	0.1%	103
2014 Q4	$223K	Hold	4,766	–	–	0.08%	105
2014 Q3	$238K	Buy	4,766 +155	+3%	+$7.74K	0.1%	97
2014 Q2	$226K	Sell	4,611 -203	-4%	-$9.95K	0.09%	101
2014 Q1	$229K	Buy	4,814 +79	+2%	+$3.76K	0.1%	97
2013 Q4	$233K	Sell	4,735 -585	-11%	-$28.8K	0.1%	107
2013 Q3	$248K	Hold	5,320	–	–	0.11%	92
2013 Q2	$268K	Buy	+5,320	New	+$268K	0.12%	83