Rikoon Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | $1.8M | Sell |
31,031
-250
| -0.8% | -$14.5K | 0.48% | 42 |
|
2020
Q4 | $1.84M | Sell |
31,281
-8,209
| -21% | -$482K | 0.51% | 40 |
|
2020
Q3 | $2.35M | Sell |
39,490
-126
| -0.3% | -$7.5K | 0.73% | 34 |
|
2020
Q2 | $2.18M | Buy |
39,616
+3,204
| +9% | +$177K | 0.73% | 34 |
|
2020
Q1 | $1.96M | Buy |
36,412
+4,809
| +15% | +$258K | 0.81% | 32 |
|
2019
Q4 | $1.94M | Buy |
31,603
+173
| +0.6% | +$10.6K | 0.67% | 38 |
|
2019
Q3 | $1.9M | Buy |
31,430
+727
| +2% | +$43.9K | 0.7% | 38 |
|
2019
Q2 | $1.75M | Sell |
30,703
-738
| -2% | -$42.2K | 0.65% | 40 |
|
2019
Q1 | $1.86M | Buy |
31,441
+5,160
| +20% | +$305K | 0.69% | 39 |
|
2018
Q4 | $1.48M | Buy |
26,281
+198
| +0.8% | +$11.1K | 0.61% | 42 |
|
2018
Q3 | $1.39M | Buy |
26,083
+567
| +2% | +$30.3K | 0.49% | 53 |
|
2018
Q2 | $1.28M | Buy |
25,516
+3,128
| +14% | +$157K | 0.49% | 52 |
|
2018
Q1 | $1.06M | Buy |
22,388
+5,805
| +35% | +$274K | 0.43% | 62 |
|
2017
Q4 | $878K | Buy |
16,583
+401
| +2% | +$21.2K | 0.36% | 77 |
|
2017
Q3 | $801K | Buy |
16,182
+757
| +5% | +$37.5K | 0.35% | 86 |
|
2017
Q2 | $688K | Sell |
15,425
-5,654
| -27% | -$252K | 0.31% | 91 |
|
2017
Q1 | $980K | Hold |
21,079
| – | – | 0.43% | 65 |
|
2016
Q4 | $1.03M | Buy |
+21,079
| New | +$1.03M | 0.45% | 65 |
|