Seneca House Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-23,315
| Closed | -$919K | – | 87 |
|
|
2022
Q4 | $919K | Sell |
23,315
-34,209
| -59% | -$1.35M | 0.51% | 44 |
|
|
2022
Q3 | $2.18M | Sell |
57,524
-2,170
| -4% | -$82.4K | 1.62% | 21 |
|
|
2022
Q2 | $3.03M | Buy |
59,694
+2,865
| +5% | +$145K | 1.98% | 19 |
|
|
2022
Q1 | $2.9M | Sell |
56,829
-354
| -0.6% | -$18K | 1.53% | 19 |
|
|
2021
Q4 | $2.97M | Sell |
57,183
-4,238
| -7% | -$220K | 1.57% | 20 |
|
|
2021
Q3 | $3.32M | Sell |
61,421
-279
| -0.5% | -$15.1K | 1.99% | 13 |
|
|
2021
Q2 | $3.46M | Buy |
61,700
+5,117
| +9% | +$287K | 2.24% | 10 |
|
|
2021
Q1 | $3.29M | Buy |
56,583
+7,326
| +15% | +$426K | 2.32% | 11 |
|
|
2020
Q4 | $2.89M | Buy |
49,257
+8,655
| +21% | +$509K | 2.1% | 12 |
|
|
2020
Q3 | $2.42M | Buy |
40,602
+985
| +2% | +$58.6K | 1.91% | 13 |
|
|
2020
Q2 | $2.18M | Buy |
39,617
+8,098
| +26% | +$446K | 1.85% | 13 |
|
|
2020
Q1 | $1.7M | Buy |
31,519
+7,369
| +31% | +$396K | 1.79% | 15 |
|
|
2019
Q4 | $1.48M | Sell |
24,150
-708
| -3% | -$43.4K | 1.28% | 23 |
|
|
2019
Q3 | $1.5M | Buy |
24,858
+184
| +0.7% | +$11.1K | 1.42% | 22 |
|
|
2019
Q2 | $1.41M | Buy |
24,674
+1,986
| +9% | +$114K | 1.29% | 26 |
|
|
2019
Q1 | $1.34M | Sell |
22,688
-723
| -3% | -$42.7K | 1.16% | 26 |
|
|
2018
Q4 | $1.32M | Buy |
23,411
+899
| +4% | +$50.5K | 1.24% | 22 |
|
|
2018
Q3 | $1.2M | Sell |
22,512
-1,558
| -6% | -$83.2K | 0.94% | 27 |
|
|
2018
Q2 | $1.21M | Buy |
24,070
+114
| +0.5% | +$5.75K | 0.99% | 29 |
|
|
2018
Q1 | $1.15M | Sell |
23,956
-90
| -0.4% | -$4.31K | 0.96% | 31 |
|
|
2017
Q4 | $1.27M | Buy |
+24,046
| New | +$1.27M | 1.09% | 30 |
|