Morton Capital Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,011
| Closed | -$252K | – | 111 |
|
|
2024
Q1 | $252K | Sell |
6,011
-162
| -3% | -$6.8K | 0.07% | 87 |
|
|
2023
Q4 | $233K | Sell |
6,173
-694
| -10% | -$26.2K | 0.07% | 89 |
|
|
2023
Q3 | $223K | Buy |
+6,867
| New | +$223K | 0.08% | 83 |
|
|
2023
Q1 | – | Sell |
-5,111
| Closed | -$201K | – | 94 |
|
|
2022
Q4 | $201K | Sell |
5,111
-642
| -11% | -$25.3K | 0.08% | 81 |
|
|
2022
Q3 | $218K | Sell |
5,753
-571
| -9% | -$21.7K | 0.1% | 73 |
|
|
2022
Q2 | $321K | Buy |
6,324
+742
| +13% | +$37.7K | 0.14% | 63 |
|
|
2022
Q1 | $284K | Buy |
5,582
+14
| +0.3% | +$713 | 0.12% | 66 |
|
|
2021
Q4 | $289K | Buy |
+5,568
| New | +$289K | 0.12% | 68 |
|