Private Wealth Advisors (Pennsylvania)’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.99M | Buy |
67,963
+2,592
| +4% | +$152K | 2.28% | 10 |
|
|
2020
Q3 | $3.89M | Buy |
65,371
+2,064
| +3% | +$123K | 2.49% | 10 |
|
|
2020
Q2 | $3.49M | Sell |
63,307
-311
| -0.5% | -$17.1K | 2.38% | 10 |
|
|
2020
Q1 | $3.62M | Buy |
63,618
+1,950
| +3% | +$111K | 2.74% | 10 |
|
|
2019
Q4 | $3.74M | Sell |
61,668
-4,129
| -6% | -$251K | 2% | 13 |
|
|
2019
Q3 | $3.97M | Sell |
65,797
-24,609
| -27% | -$1.49M | 2.02% | 12 |
|
|
2019
Q2 | $5.17M | Buy |
90,406
+668
| +0.7% | +$38.2K | 1.83% | 15 |
|
|
2019
Q1 | $5.31M | Buy |
89,738
+1,675
| +2% | +$99K | 1.98% | 12 |
|
|
2018
Q4 | $4.95M | Buy |
88,063
+2,807
| +3% | +$158K | 2.15% | 10 |
|
|
2018
Q3 | $4.55M | Buy |
85,256
+992
| +1% | +$53K | 1.68% | 16 |
|
|
2018
Q2 | $4.24M | Sell |
84,264
-466
| -0.5% | -$23.4K | 1.69% | 14 |
|
|
2018
Q1 | $4.05M | Sell |
84,730
-1,577
| -2% | -$75.4K | 1.62% | 17 |
|
|
2017
Q4 | $4.57M | Buy |
86,307
+1,624
| +2% | +$86K | 1.77% | 13 |
|
|
2017
Q3 | $4.19M | Buy |
84,683
+819
| +1% | +$40.5K | 1.72% | 15 |
|
|
2017
Q2 | $3.75M | Buy |
83,864
+8,992
| +12% | +$402K | 1.6% | 18 |
|
|
2017
Q1 | $3.65M | Buy |
74,872
+8,051
| +12% | +$392K | 1.64% | 18 |
|
|
2016
Q4 | $3.57M | Buy |
66,821
+10,391
| +18% | +$555K | 1.66% | 19 |
|
|
2016
Q3 | $2.93M | Buy |
56,430
+178
| +0.3% | +$9.25K | 1.39% | 20 |
|
|
2016
Q2 | $3.14M | Sell |
56,252
-612
| -1% | -$34.2K | 1.54% | 20 |
|
|
2016
Q1 | $3.08M | Buy |
56,864
+391
| +0.7% | +$21.1K | 1.64% | 18 |
|
|
2015
Q4 | $2.61M | Sell |
56,473
-5,558
| -9% | -$257K | 1.47% | 20 |
|
|
2015
Q3 | $2.7M | Sell |
62,031
-1,079
| -2% | -$46.9K | 1.35% | 18 |
|
|
2015
Q2 | $2.94M | Buy |
63,110
+626
| +1% | +$29.2K | 1.34% | 21 |
|
|
2015
Q1 | $3.04M | Buy |
62,484
+295
| +0.5% | +$14.3K | 1.42% | 20 |
|
|
2014
Q4 | $2.91M | Buy |
62,189
+20,358
| +49% | +$952K | 1.41% | 20 |
|
|
2014
Q3 | $2.09M | Buy |
41,831
+889
| +2% | +$44.4K | 1.1% | 29 |
|
|
2014
Q2 | $2M | Buy |
40,942
+447
| +1% | +$21.9K | 1.03% | 34 |
|
|
2014
Q1 | $1.93M | Buy |
40,495
+1,017
| +3% | +$48.4K | 1.05% | 33 |
|
|
2013
Q4 | $1.94M | Sell |
39,478
-261
| -0.7% | -$12.8K | 1.06% | 32 |
|
|
2013
Q3 | $1.86M | Sell |
39,739
-127
| -0.3% | -$5.93K | 1.09% | 31 |
|
|
2013
Q2 | $2.01M | Buy |
+39,866
| New | +$2.01M | 1.25% | 24 |
|