Private Capital Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,214
| Closed | -$289K | – | 94 |
|
|
2023
Q3 | $289K | Hold |
8,214
| – | – | 0.04% | 70 |
|
|
2023
Q2 | $305K | Buy |
8,214
+3,000
| +58% | +$111K | 0.05% | 67 |
|
|
2023
Q1 | $203K | Buy |
+5,214
| New | +$203K | 0.04% | 78 |
|
|
2017
Q3 | – | Sell |
-25,736
| Closed | -$1.15M | – | 122 |
|
|
2017
Q2 | $1.15M | Sell |
25,736
-4,322
| -14% | -$193K | 0.37% | 62 |
|
|
2017
Q1 | $1.47M | Sell |
30,058
-1,134
| -4% | -$55.3K | 0.48% | 55 |
|
|
2016
Q4 | $1.67M | Sell |
31,192
-498
| -2% | -$26.6K | 0.57% | 49 |
|
|
2016
Q3 | $1.65M | Buy |
31,690
+365
| +1% | +$19K | 0.59% | 46 |
|
|
2016
Q2 | $1.75M | Sell |
31,325
-197
| -0.6% | -$11K | 0.66% | 44 |
|
|
2016
Q1 | $1.71M | Sell |
31,522
-78
| -0.2% | -$4.22K | 0.76% | 43 |
|
|
2015
Q4 | $1.46M | Hold |
31,600
| – | – | 0.63% | 52 |
|
|
2015
Q3 | $1.38M | Sell |
31,600
-22,901
| -42% | -$996K | 0.58% | 52 |
|
|
2015
Q2 | $2.54M | Buy |
54,501
+27,399
| +101% | +$1.28M | 0.83% | 47 |
|
|
2015
Q1 | $1.32M | Sell |
27,102
-78
| -0.3% | -$3.79K | 0.48% | 60 |
|
|
2014
Q4 | $1.27M | Sell |
27,180
-269
| -1% | -$12.6K | 0.48% | 64 |
|
|
2014
Q3 | $1.37M | Sell |
27,449
-1,905
| -6% | -$95.2K | 0.44% | 67 |
|
|
2014
Q2 | $1.44M | Sell |
29,354
-1,075
| -4% | -$52.6K | 0.46% | 66 |
|
|
2014
Q1 | $1.45M | Buy |
+30,429
| New | +$1.45M | 0.55% | 59 |
|