North Point Portfolio Managers’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,900
Closed -$220K 91
2024
Q3
$220K Buy
+4,900
New +$220K 0.04% 85
2023
Q2
Sell
-7,000
Closed -$272K 63
2023
Q1
$272K Hold
7,000
0.04% 57
2022
Q4
$276K Hold
7,000
0.05% 56
2022
Q3
$266K Hold
7,000
0.05% 58
2022
Q2
$355K Hold
7,000
0.06% 52
2022
Q1
$357K Hold
7,000
0.05% 55
2021
Q4
$364K Hold
7,000
0.05% 55
2021
Q3
$378K Sell
7,000
-285
-4% -$15.4K 0.05% 52
2021
Q2
$408K Buy
7,285
+105
+1% +$5.88K 0.06% 52
2021
Q1
$418K Sell
7,180
-120
-2% -$6.99K 0.06% 49
2020
Q4
$429K Buy
7,300
+300
+4% +$17.6K 0.06% 46
2020
Q3
$416K Hold
7,000
0.07% 45
2020
Q2
$386K Hold
7,000
0.07% 45
2020
Q1
$376K Hold
7,000
0.08% 44
2019
Q4
$430K Hold
7,000
0.07% 46
2019
Q3
$423K Hold
7,000
0.08% 43
2019
Q2
$400K Hold
7,000
0.07% 44
2019
Q1
$414K Hold
7,000
0.08% 46
2018
Q4
$394K Hold
7,000
0.09% 42
2018
Q3
$374K Hold
7,000
0.06% 46
2018
Q2
$352K Sell
7,000
-122
-2% -$6.14K 0.06% 47
2018
Q1
$341K Buy
7,122
+2,122
+42% +$102K 0.06% 47
2017
Q4
$265K Hold
5,000
0.04% 63
2017
Q3
$247K Hold
5,000
0.04% 69
2017
Q2
$223K Hold
5,000
0.04% 77
2017
Q1
$244K Hold
5,000
0.04% 74
2016
Q4
$267K Hold
5,000
0.05% 57
2016
Q3
$260K Hold
5,000
0.05% 62
2016
Q2
$279K Hold
5,000
0.05% 55
2016
Q1
$270K Hold
5,000
0.05% 57
2015
Q4
$231K Hold
5,000
0.04% 63
2015
Q3
$218K Hold
5,000
0.04% 69
2015
Q2
$233K Hold
5,000
0.04% 65
2015
Q1
$243K Hold
5,000
0.05% 67
2014
Q4
$234K Hold
5,000
0.04% 72
2014
Q3
$250K Hold
5,000
0.05% 62
2014
Q2
$245K Hold
5,000
0.05% 62
2014
Q1
$238K Hold
5,000
0.05% 64
2013
Q4
$246K Sell
5,000
-1,100
-18% -$54.1K 0.05% 57
2013
Q3
$285K Hold
6,100
0.07% 72
2013
Q2
$307K Buy
+6,100
New +$307K 0.08% 64