New Potomac Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $35.9K | Buy |
+800
| New | +$33.4K | 0.02% | 125 |
|
|
2023
Q1 | – | Sell |
-15,894
| Closed | -$626K | – | 73 |
|
|
2022
Q4 | $626K | Sell |
15,894
-15,382
| -49% | -$580K | 0.46% | 56 |
|
|
2022
Q3 | $1.19M | Sell |
31,276
-8,079
| -21% | -$360K | 1% | 44 |
|
|
2022
Q2 | $2M | Buy |
39,355
+1,185
| +3% | +$59.9K | 1.6% | 28 |
|
|
2022
Q1 | $1.94M | Buy |
38,170
+4,340
| +13% | +$230K | 1.37% | 33 |
|
|
2021
Q4 | $1.76M | Buy |
33,830
+386
| +1% | +$20.1K | 1.14% | 40 |
|
|
2021
Q3 | $1.81M | Buy |
33,444
+1,325
| +4% | +$73.3K | 1.25% | 37 |
|
|
2021
Q2 | $1.8M | Buy |
32,119
+120
| +0.4% | +$6.89K | 1.22% | 35 |
|
|
2021
Q1 | $1.86M | Sell |
31,999
-325
| -1% | -$18.3K | 1.37% | 33 |
|
|
2020
Q4 | $1.9M | Buy |
32,324
+145
| +0.5% | +$8.61K | 1.37% | 32 |
|
|
2020
Q3 | $1.91M | Buy |
32,179
+1,274
| +4% | +$74K | 1.52% | 30 |
|
|
2020
Q2 | $1.7M | Sell |
30,905
-75
| -0.2% | -$4.22K | 1.52% | 32 |
|
|
2020
Q1 | $1.67M | Buy |
30,980
+790
| +3% | +$45.2K | 1.82% | 24 |
|
|
2019
Q4 | $1.85M | Buy |
30,190
+750
| +3% | +$45.2K | 1.73% | 27 |
|
|
2019
Q3 | $1.78M | Sell |
29,440
-690
| -2% | -$39.7K | 1.78% | 29 |
|
|
2019
Q2 | $1.72M | Sell |
30,130
-1,300
| -4% | -$74.9K | 1.75% | 30 |
|
|
2019
Q1 | $1.86M | Sell |
31,430
-3,585
| -10% | -$203K | 1.88% | 22 |
|
|
2018
Q4 | $1.97M | Sell |
35,015
-790
| -2% | -$44.8K | 2.12% | 15 |
|
|
2018
Q3 | $1.91M | Sell |
35,805
-835
| -2% | -$44.2K | 1.77% | 27 |
|
|
2018
Q2 | $1.84M | Sell |
36,640
-125
| -0.3% | -$6.05K | 1.78% | 29 |
|
|
2018
Q1 | $1.76M | Sell |
36,765
-235
| -0.6% | -$11.8K | 1.73% | 29 |
|
|
2017
Q4 | $1.96M | Buy |
+37,000
| New | +$1.82M | 1.87% | 21 |
|
Other funds holding VZ
