NAM
Needelman Asset Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-17,364
| Closed | -$874K | – | 32 |
|
|
2018
Q2 | $874K | Buy |
17,364
+200
| +1% | +$10.1K | 1.9% | 31 |
|
|
2018
Q1 | $821K | Buy |
17,164
+225
| +1% | +$10.8K | 1.77% | 32 |
|
|
2017
Q4 | $897K | Buy |
16,939
+940
| +6% | +$49.8K | 2.24% | 28 |
|
|
2017
Q3 | $792K | Buy |
15,999
+25
| +0.2% | +$1.24K | 1.95% | 33 |
|
|
2017
Q2 | $713K | Buy |
15,974
+31
| +0.2% | +$1.38K | 1.84% | 35 |
|
|
2017
Q1 | $777K | Sell |
15,943
-59
| -0.4% | -$2.88K | 2.08% | 30 |
|
|
2016
Q4 | $854K | Buy |
16,002
+11
| +0.1% | +$587 | 2.37% | 26 |
|
|
2016
Q3 | $831K | Sell |
15,991
-116
| -0.7% | -$6.03K | 2.5% | 22 |
|
|
2016
Q2 | $899K | Sell |
16,107
-45
| -0.3% | -$2.51K | 2.57% | 20 |
|
|
2016
Q1 | $874K | Buy |
16,152
+710
| +5% | +$38.4K | 2.56% | 22 |
|
|
2015
Q4 | $714K | Sell |
15,442
-50
| -0.3% | -$2.31K | 2.17% | 30 |
|
|
2015
Q3 | $674K | Buy |
15,492
+2,250
| +17% | +$97.9K | 2.21% | 26 |
|
|
2015
Q2 | $617K | Sell |
13,242
-203
| -2% | -$9.46K | 1.95% | 31 |
|
|
2015
Q1 | $654K | Sell |
13,445
-75
| -0.6% | -$3.65K | 1.98% | 29 |
|
|
2014
Q4 | $632K | Hold |
13,520
| – | – | 1.94% | 30 |
|
|
2014
Q3 | $676K | Sell |
13,520
-200
| -1% | -$10K | 2.17% | 29 |
|
|
2014
Q2 | $671K | Hold |
13,720
| – | – | 2.12% | 29 |
|
|
2014
Q1 | $653K | Sell |
13,720
-262
| -2% | -$12.5K | 2.12% | 30 |
|
|
2013
Q4 | $687K | Hold |
13,982
| – | – | 2.27% | 27 |
|
|
2013
Q3 | $653K | Hold |
13,982
| – | – | 2.34% | 27 |
|
|
2013
Q2 | $704K | Buy |
+13,982
| New | +$704K | 2.57% | 22 |
|