Merrion Investment Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,075
| Closed | -$226K | – | 106 |
|
|
2023
Q2 | $226K | Sell |
6,075
-155
| -2% | -$5.76K | 0.19% | 87 |
|
|
2023
Q1 | $242K | Sell |
6,230
-30
| -0.5% | -$1.17K | 0.23% | 80 |
|
|
2022
Q4 | $247K | Buy |
6,260
+30
| +0.5% | +$1.18K | 0.23% | 74 |
|
|
2022
Q3 | $236K | Sell |
6,230
-1,345
| -18% | -$51K | 0.23% | 80 |
|
|
2022
Q2 | $384K | Sell |
7,575
-300
| -4% | -$15.2K | 0.37% | 58 |
|
|
2022
Q1 | $401K | Buy |
7,875
+100
| +1% | +$5.09K | 0.29% | 66 |
|
|
2021
Q4 | $403K | Buy |
7,775
+700
| +10% | +$36.3K | 0.3% | 66 |
|
|
2021
Q3 | $382K | Hold |
7,075
| – | – | 0.29% | 66 |
|
|
2021
Q2 | $396K | Hold |
7,075
| – | – | 0.3% | 64 |
|
|
2021
Q1 | $411K | Hold |
7,075
| – | – | 0.34% | 59 |
|
|
2020
Q4 | $416K | Buy |
+7,075
| New | +$416K | 0.35% | 54 |
|