O'Dell Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,059
| Closed | -$272K | – | 111 |
|
|
2024
Q3 | $272K | Buy |
6,059
+229
| +4% | +$9.56K | 0.06% | 76 |
|
|
2024
Q2 | $245K | Hold |
5,830
| – | – | 0.06% | 79 |
|
|
2024
Q1 | $245K | Buy |
5,830
+2,178
| +60% | +$87.9K | 0.06% | 79 |
|
|
2023
Q4 | $138K | Buy |
+3,652
| New | +$129K | 0.04% | 115 |
|
|
2023
Q3 | – | Sell |
-2,637
| Closed | -$98.1K | – | 486 |
|
|
2023
Q2 | $98.1K | Buy |
+2,637
| New | +$97.6K | 0.03% | 137 |
|
|
2022
Q4 | – | Sell |
-3,276
| Closed | -$124K | – | 404 |
|
|
2022
Q3 | $124K | Buy |
3,276
+13
| +0.4% | +$579 | 0.04% | 82 |
|
|
2022
Q2 | $166K | Buy |
3,263
+12
| +0.4% | +$607 | 0.06% | 70 |
|
|
2022
Q1 | $166K | Buy |
3,251
+11
| +0.3% | +$583 | 0.05% | 81 |
|
|
2021
Q4 | $168K | Sell |
3,240
-254
| -7% | -$13.3K | 0.05% | 80 |
|
|
2021
Q3 | $189K | Buy |
+3,494
| New | +$193K | 0.06% | 75 |
|
|
2020
Q1 | – | Sell |
-3,742
| Closed | -$230K | – | 62 |
|
|
2019
Q4 | $230K | Buy |
3,742
+27
| +0.7% | +$1.63K | 0.12% | 55 |
|
|
2019
Q3 | $224K | Sell |
3,715
-1,510
| -29% | -$87K | 0.13% | 51 |
|
|
2019
Q2 | $299K | Buy |
5,225
+413
| +9% | +$23.8K | 0.18% | 37 |
|
|
2019
Q1 | $285K | Buy |
4,812
+40
| +0.8% | +$2.27K | 0.18% | 39 |
|
|
2018
Q4 | $268K | Buy |
4,772
+20
| +0.4% | +$1.14K | 0.2% | 34 |
|
|
2018
Q3 | $254K | Buy |
4,752
+41
| +0.9% | +$2.17K | 0.16% | 28 |
|
|
2018
Q2 | $237K | Buy |
4,711
+29
| +0.6% | +$1.4K | 0.16% | 30 |
|
|
2018
Q1 | $224K | Buy |
4,682
+44
| +0.9% | +$2.21K | 0.16% | 32 |
|
|
2017
Q4 | $245K | Buy |
4,638
+368
| +9% | +$18.1K | 0.18% | 30 |
|
|
2017
Q3 | $211K | Buy |
+4,270
| New | +$201K | 0.16% | 33 |
|
|
2017
Q1 | – | Sell |
-3,985
| Closed | -$213K | – | 36 |
|
|
2016
Q4 | $213K | Buy |
+3,985
| New | +$199K | 0.21% | 28 |
|
Other funds holding VZ
