Parsec Financial Management’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$444K Buy
11,423
+3,653
+47% +$142K 0.02% 215
2022
Q4
$306K Sell
7,770
-2,226
-22% -$87.7K 0.01% 247
2022
Q3
$380K Sell
9,996
-1,432
-13% -$54.4K 0.02% 215
2022
Q2
$580K Sell
11,428
-135
-1% -$6.85K 0.03% 190
2022
Q1
$589K Buy
11,563
+485
+4% +$24.7K 0.03% 206
2021
Q4
$576K Sell
11,078
-389
-3% -$20.2K 0.02% 206
2021
Q3
$599K Sell
11,467
-1,030
-8% -$53.8K 0.03% 201
2021
Q2
$700K Buy
12,497
+368
+3% +$20.6K 0.03% 173
2021
Q1
$705K Buy
12,129
+167
+1% +$9.71K 0.04% 164
2020
Q4
$703K Buy
11,962
+1,021
+9% +$60K 0.04% 152
2020
Q3
$651K Buy
10,941
+606
+6% +$36.1K 0.04% 147
2020
Q2
$570K Buy
10,335
+4
+0% +$221 0.04% 159
2020
Q1
$555K Sell
10,331
-391
-4% -$21K 0.04% 154
2019
Q4
$658K Buy
10,722
+147
+1% +$9.02K 0.04% 156
2019
Q3
$638K Sell
10,575
-196
-2% -$11.8K 0.04% 156
2019
Q2
$615K Buy
10,771
+1,893
+21% +$108K 0.04% 162
2019
Q1
$525K Sell
8,878
-2,197
-20% -$130K 0.03% 168
2018
Q4
$623K Buy
11,075
+459
+4% +$25.8K 0.05% 160
2018
Q3
$567K Buy
10,616
+60
+0.6% +$3.21K 0.04% 168
2018
Q2
$531K Buy
10,556
+672
+7% +$33.8K 0.04% 167
2018
Q1
$473K Sell
9,884
-105,508
-91% -$5.05M 0.03% 179
2017
Q4
$6.11M Sell
115,392
-4,269
-4% -$226K 0.41% 76
2017
Q3
$5.92M Sell
119,661
-9,889
-8% -$489K 0.43% 73
2017
Q2
$5.79M Sell
129,550
-10,371
-7% -$463K 0.46% 73
2017
Q1
$6.82M Sell
139,921
-7,050
-5% -$344K 0.57% 58
2016
Q4
$7.85M Sell
146,971
-3,319
-2% -$177K 0.68% 50
2016
Q3
$7.81M Sell
150,290
-352
-0.2% -$18.3K 0.71% 50
2016
Q2
$8.41M Sell
150,642
-5,805
-4% -$324K 0.81% 47
2016
Q1
$8.46M Buy
156,447
+698
+0.4% +$37.7K 0.84% 47
2015
Q4
$7.2M Sell
155,749
-4,662
-3% -$215K 0.75% 50
2015
Q3
$6.98M Buy
160,411
+3,517
+2% +$153K 0.76% 51
2015
Q2
$7.31M Buy
156,894
+5,748
+4% +$268K 0.73% 51
2015
Q1
$7.35M Buy
151,146
+10,537
+7% +$512K 0.74% 51
2014
Q4
$6.58M Buy
140,609
+63,826
+83% +$2.99M 0.69% 54
2014
Q3
$3.84M Buy
76,783
+23,250
+43% +$1.16M 0.42% 70
2014
Q2
$2.62M Buy
53,533
+5,946
+12% +$291K 0.29% 85
2014
Q1
$2.26M Buy
47,587
+37,099
+354% +$1.77M 0.26% 85
2013
Q4
$515K Buy
10,488
+1,569
+18% +$77K 0.06% 107
2013
Q3
$416K Buy
8,919
+2,322
+35% +$108K 0.05% 106
2013
Q2
$332K Buy
+6,597
New +$332K 0.05% 110