PacWest Financial Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | $37.5M | Buy |
70,319
+1,297
| +2% | +$692K | 2.22% | 9 |
|
2016
Q3 | $3.59M | Sell |
69,022
-272
| -0.4% | -$14.1K | 2.2% | 10 |
|
2016
Q2 | $3.87M | Buy |
69,294
+1,545
| +2% | +$86.3K | 2.42% | 8 |
|
2016
Q1 | $3.66M | Buy |
67,749
+1,666
| +3% | +$90.1K | 2.36% | 8 |
|
2015
Q4 | $3.05M | Buy |
66,083
+7,645
| +13% | +$353K | 2.04% | 11 |
|
2015
Q3 | $2.54M | Buy |
58,438
+12,323
| +27% | +$536K | 1.88% | 12 |
|
2015
Q2 | $2.15M | Buy |
46,115
+4,250
| +10% | +$198K | 1.51% | 18 |
|
2015
Q1 | $2.04M | Buy |
41,865
+7,275
| +21% | +$354K | 1.44% | 25 |
|
2014
Q4 | $1.62M | Buy |
34,590
+4,032
| +13% | +$189K | 1.15% | 44 |
|
2014
Q3 | $1.53M | Buy |
30,558
+305
| +1% | +$15.3K | 1.14% | 40 |
|
2014
Q2 | $1.48M | Buy |
30,253
+995
| +3% | +$48.7K | 1.1% | 41 |
|
2014
Q1 | $1.39M | Buy |
29,258
+4,160
| +17% | +$198K | 1.08% | 40 |
|
2013
Q4 | $1.23K | Buy |
25,098
+16,240
| +183% | +$798 | 0.37% | 47 |
|
2013
Q3 | $413K | Hold |
8,858
| – | – | 0.36% | 76 |
|
2013
Q2 | $446K | Buy |
+8,858
| New | +$446K | 0.42% | 68 |
|