Prudent Man Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,145
| Closed | -$458K | – | 195 |
|
|
2023
Q4 | $458K | Sell |
12,145
-685
| -5% | -$25.8K | 0.17% | 123 |
|
|
2023
Q3 | $416K | Hold |
12,830
| – | – | 0.17% | 120 |
|
|
2023
Q2 | $477K | Sell |
12,830
-211
| -2% | -$7.85K | 0.18% | 116 |
|
|
2023
Q1 | $507K | Sell |
13,041
-88
| -0.7% | -$3.42K | 0.2% | 115 |
|
|
2022
Q4 | $517K | Buy |
13,129
+209
| +2% | +$8.23K | 0.21% | 115 |
|
|
2022
Q3 | $491K | Buy |
12,920
+4,091
| +46% | +$155K | 0.23% | 90 |
|
|
2022
Q2 | $448K | Sell |
8,829
-12
| -0.1% | -$609 | 0.21% | 99 |
|
|
2022
Q1 | $450K | Sell |
8,841
-169
| -2% | -$8.6K | 0.18% | 100 |
|
|
2021
Q4 | $468K | Sell |
9,010
-1,629
| -15% | -$84.6K | 0.18% | 105 |
|
|
2021
Q3 | $575K | Buy |
10,639
+10
| +0.1% | +$540 | 0.22% | 92 |
|
|
2021
Q2 | $596K | Buy |
10,629
+2,237
| +27% | +$125K | 0.23% | 88 |
|
|
2021
Q1 | $488K | Sell |
8,392
-636
| -7% | -$37K | 0.21% | 92 |
|
|
2020
Q4 | $530K | Buy |
9,028
+741
| +9% | +$43.5K | 0.22% | 82 |
|
|
2020
Q3 | $493K | Buy |
8,287
+41
| +0.5% | +$2.44K | 0.26% | 80 |
|
|
2020
Q2 | $455K | Buy |
+8,246
| New | +$455K | 0.4% | 72 |
|