Mountain Capital Investment Advisors’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 |
-44,954
| Closed | -$1.53M | – | 72 |
|
|
2023
Q2 | $1.53M | Sell |
44,954
-12,805
| -22% | -$435K | 0.58% | 33 |
|
|
2023
Q1 | $2.27M | Buy |
57,759
+11,446
| +25% | +$450K | 1% | 25 |
|
|
2022
Q4 | $1.94M | Buy |
46,313
+11,911
| +35% | +$500K | 0.88% | 42 |
|
|
2022
Q3 | $1.26M | Buy |
34,402
+2,076
| +6% | +$75.9K | 0.66% | 56 |
|
|
2022
Q2 | $1.64M | Buy |
32,326
+40
| +0.1% | +$2.03K | 0.82% | 38 |
|
|
2022
Q1 | $1.74M | Buy |
32,286
+641
| +2% | +$34.5K | 0.82% | 36 |
|
|
2021
Q4 | $1.7M | Buy |
31,645
+5,628
| +22% | +$302K | 0.77% | 39 |
|
|
2021
Q3 | $1.39M | Sell |
26,017
-1,099
| -4% | -$58.5K | 0.73% | 34 |
|
|
2021
Q2 | $1.51M | Sell |
27,116
-1,514
| -5% | -$84.3K | 0.7% | 29 |
|
|
2021
Q1 | $1.65M | Buy |
28,630
+2,660
| +10% | +$153K | 0.83% | 30 |
|
|
2020
Q4 | $1.49M | Sell |
25,970
-1,674
| -6% | -$96.2K | 0.9% | 28 |
|
|
2020
Q3 | $1.65M | Buy |
27,644
+20,106
| +267% | +$1.2M | 1.06% | 26 |
|
|
2020
Q2 | $415K | Buy |
7,538
+1,509
| +25% | +$83.1K | 0.19% | 34 |
|
|
2020
Q1 | $346K | Sell |
6,029
-845
| -12% | -$48.5K | 0.18% | 34 |
|
|
2019
Q4 | $410K | Sell |
6,874
-3,194
| -32% | -$191K | 0.18% | 24 |
|
|
2019
Q3 | $608K | Sell |
10,068
-1,822
| -15% | -$110K | 0.54% | 20 |
|
|
2019
Q2 | $670K | Buy |
11,890
+1,575
| +15% | +$88.8K | 0.63% | 18 |
|
|
2019
Q1 | $610K | Buy |
+10,315
| New | +$610K | 0.66% | 17 |
|
|
2017
Q4 | – | Sell |
-2,524
| Closed | -$125K | – | 424 |
|
|
2017
Q3 | $125K | Sell |
2,524
-978
| -28% | -$48.4K | 0.11% | 50 |
|
|
2017
Q2 | $156K | Buy |
+3,502
| New | +$156K | 0.15% | 44 |
|