Sand Hill Global Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,315
| Closed | -$249K | – | 166 |
|
|
2022
Q4 | $249K | Sell |
6,315
-1,849
| -23% | -$69.7K | 0.01% | 147 |
|
|
2022
Q3 | $310K | Buy |
8,164
+3,676
| +82% | +$164K | 0.02% | 137 |
|
|
2022
Q2 | $228K | Sell |
4,488
-147
| -3% | -$7.44K | 0.01% | 147 |
|
|
2022
Q1 | $236K | Buy |
4,635
+751
| +19% | +$39.8K | 0.01% | 144 |
|
|
2021
Q4 | $202K | Sell |
3,884
-33
| -0.8% | -$1.72K | 0.01% | 156 |
|
|
2021
Q3 | $212K | Sell |
3,917
-696
| -15% | -$38.5K | 0.01% | 152 |
|
|
2021
Q2 | $258K | Sell |
4,613
-393
| -8% | -$22.6K | 0.02% | 137 |
|
|
2021
Q1 | $291K | Sell |
5,006
-19,054
| -79% | -$1.08M | 0.02% | 116 |
|
|
2020
Q4 | $1.41M | Sell |
24,060
-560
| -2% | -$33.3K | 0.09% | 79 |
|
|
2020
Q3 | $1.47M | Buy |
24,620
+769
| +3% | +$44.7K | 0.11% | 75 |
|
|
2020
Q2 | $1.31M | Buy |
23,851
+18
| +0.1% | +$1.01K | 0.11% | 75 |
|
|
2020
Q1 | $1.28M | Sell |
23,833
-697
| -3% | -$39.9K | 0.12% | 68 |
|
|
2019
Q4 | $1.51M | Buy |
24,530
+167
| +0.7% | +$10.1K | 0.14% | 70 |
|
|
2019
Q3 | $1.47M | Buy |
24,363
+18,249
| +298% | +$1.05M | 0.14% | 64 |
|
|
2019
Q2 | $349K | Buy |
6,114
+513
| +9% | +$29.6K | 0.04% | 86 |
|
|
2019
Q1 | $331K | Buy |
5,601
+527
| +10% | +$29.8K | 0.03% | 86 |
|
|
2018
Q4 | $285K | Buy |
5,074
+400
| +9% | +$22.7K | 0.03% | 92 |
|
|
2018
Q3 | $250K | Sell |
4,674
-102
| -2% | -$5.4K | 0.02% | 94 |
|
|
2018
Q2 | $240K | Buy |
+4,776
| New | +$231K | 0.02% | 95 |
|
|
2018
Q1 | – | Sell |
-4,041
| Closed | -$214K | – | 109 |
|
|
2017
Q4 | $214K | Sell |
4,041
-111
| -3% | -$5.46K | 0.02% | 106 |
|
|
2017
Q3 | $205K | Sell |
4,152
-1,525
| -27% | -$71.8K | 0.02% | 110 |
|
|
2017
Q2 | $254K | Sell |
5,677
-741
| -12% | -$34.5K | 0.03% | 103 |
|
|
2017
Q1 | $313K | Sell |
6,418
-1,250
| -16% | -$62.7K | 0.04% | 73 |
|
|
2016
Q4 | $410K | Buy |
7,668
+1,124
| +17% | +$56.2K | 0.06% | 62 |
|
|
2016
Q3 | $341K | Sell |
6,544
-794
| -11% | -$42.6K | 0.05% | 60 |
|
|
2016
Q2 | $410K | Sell |
7,338
-1,355
| -16% | -$70.3K | 0.06% | 60 |
|
|
2016
Q1 | $470K | Buy |
8,693
+540
| +7% | +$27K | 0.07% | 61 |
|
|
2015
Q4 | $376K | Buy |
8,153
+511
| +7% | +$23.2K | 0.06% | 64 |
|
|
2015
Q3 | $332K | Sell |
7,642
-651
| -8% | -$30K | 0.05% | 67 |
|
|
2015
Q2 | $386K | Buy |
8,293
+170
| +2% | +$8.32K | 0.06% | 67 |
|
|
2015
Q1 | $395K | Sell |
8,123
-883
| -10% | -$42.6K | 0.06% | 67 |
|
|
2014
Q4 | $422K | Sell |
9,006
-1,640
| -15% | -$80.2K | 0.07% | 66 |
|
|
2014
Q3 | $532K | Buy |
10,646
+2,326
| +28% | +$116K | 0.09% | 61 |
|
|
2014
Q2 | $407K | Sell |
8,320
-504
| -6% | -$24.4K | 0.08% | 64 |
|
|
2014
Q1 | $420K | Buy |
8,824
+179
| +2% | +$8.46K | 0.09% | 63 |
|
|
2013
Q4 | $425K | Buy |
8,645
+58
| +0.7% | +$2.85K | 0.09% | 62 |
|
|
2013
Q3 | $401K | Buy |
8,587
+318
| +4% | +$15.5K | 0.07% | 64 |
|
|
2013
Q2 | $417K | Buy |
+8,269
| New | +$422K | 0.11% | 54 |
|