Poehling Capital Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-18,403
| Closed | -$759K | – | 138 |
|
|
2024
Q2 | $759K | Sell |
18,403
-2,274
| -11% | -$93.8K | 0.21% | 77 |
|
|
2024
Q1 | $868K | Buy |
20,677
+105
| +0.5% | +$4.41K | 0.23% | 77 |
|
|
2023
Q4 | $776K | Sell |
20,572
-791
| -4% | -$29.8K | 0.25% | 75 |
|
|
2023
Q3 | $692K | Sell |
21,363
-7,325
| -26% | -$237K | 0.24% | 76 |
|
|
2023
Q2 | $1.07M | Sell |
28,688
-1,753
| -6% | -$65.2K | 0.36% | 65 |
|
|
2023
Q1 | $1.18M | Buy |
+30,441
| New | +$1.18M | 0.4% | 67 |
|
|
2021
Q3 | – | Sell |
-4,083
| Closed | -$229K | – | 146 |
|
|
2021
Q2 | $229K | Hold |
4,083
| – | – | 0.07% | 135 |
|
|
2021
Q1 | $237K | Buy |
4,083
+200
| +5% | +$11.6K | 0.08% | 134 |
|
|
2020
Q4 | $228K | Hold |
3,883
| – | – | 0.09% | 118 |
|
|
2020
Q3 | $231K | Sell |
3,883
-1,628
| -30% | -$96.9K | 0.12% | 104 |
|
|
2020
Q2 | $304K | Hold |
5,511
| – | – | 0.16% | 90 |
|
|
2020
Q1 | $296K | Sell |
5,511
-694
| -11% | -$37.3K | 0.22% | 71 |
|
|
2019
Q4 | $381K | Buy |
6,205
+130
| +2% | +$7.98K | 0.25% | 77 |
|
|
2019
Q3 | $367K | Hold |
6,075
| – | – | 0.27% | 73 |
|
|
2019
Q2 | $347K | Buy |
6,075
+78
| +1% | +$4.46K | 0.23% | 81 |
|
|
2019
Q1 | $355K | Buy |
5,997
+20
| +0.3% | +$1.18K | 0.26% | 81 |
|
|
2018
Q4 | $336K | Sell |
5,977
-200
| -3% | -$11.2K | 0.32% | 73 |
|
|
2018
Q3 | $330K | Buy |
6,177
+1,622
| +36% | +$86.7K | 0.23% | 85 |
|
|
2018
Q2 | $229K | Sell |
4,555
-1,767
| -28% | -$88.8K | 0.2% | 86 |
|
|
2018
Q1 | $302K | Buy |
6,322
+200
| +3% | +$9.55K | 0.24% | 82 |
|
|
2017
Q4 | $324K | Buy |
+6,122
| New | +$324K | 0.28% | 78 |
|