Shorepoint Capital Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $4.46M | Buy |
98,358
+2,653
| +3% | +$120K | 1.01% | 37 |
|
2024
Q4 | $3.83M | Buy |
95,705
+7,890
| +9% | +$316K | 0.88% | 44 |
|
2024
Q3 | $3.94M | Sell |
87,815
-2,851
| -3% | -$128K | 0.9% | 44 |
|
2024
Q2 | $3.74M | Buy |
90,666
+3,204
| +4% | +$132K | 0.88% | 43 |
|
2024
Q1 | $3.67M | Buy |
87,462
+2,410
| +3% | +$101K | 0.9% | 45 |
|
2023
Q4 | $3.21M | Buy |
85,052
+8,500
| +11% | +$320K | 0.86% | 44 |
|
2023
Q3 | $2.48M | Sell |
76,552
-8,248
| -10% | -$267K | 0.73% | 52 |
|
2023
Q2 | $3.15M | Sell |
84,800
-9,529
| -10% | -$354K | 0.89% | 40 |
|
2023
Q1 | $3.67M | Buy |
94,329
+8,516
| +10% | +$331K | 1.05% | 37 |
|
2022
Q4 | $3.38M | Buy |
85,813
+6,776
| +9% | +$267K | 0.94% | 40 |
|
2022
Q3 | $3M | Buy |
79,037
+2,997
| +4% | +$114K | 1.43% | 29 |
|
2022
Q2 | $3.86M | Sell |
76,040
-1,345
| -2% | -$68.3K | 1.63% | 23 |
|
2022
Q1 | $3.94M | Buy |
77,385
+7,986
| +12% | +$407K | 1.65% | 24 |
|
2021
Q4 | $3.61M | Buy |
69,399
+5,624
| +9% | +$292K | 1.46% | 29 |
|
2021
Q3 | $3.44M | Buy |
+63,775
| New | +$3.44M | 1.55% | 27 |
|
2021
Q1 | $3.03M | Buy |
52,037
+2,328
| +5% | +$135K | 1.62% | 29 |
|
2020
Q4 | $2.92M | Sell |
49,709
-1,122
| -2% | -$65.9K | 1.62% | 26 |
|
2020
Q3 | $3.02M | Sell |
50,831
-496
| -1% | -$29.5K | 1.88% | 18 |
|
2020
Q2 | $2.83M | Buy |
51,327
+2,282
| +5% | +$126K | 1.84% | 18 |
|
2020
Q1 | $2.64M | Buy |
49,045
+2,429
| +5% | +$131K | 2.11% | 12 |
|
2019
Q4 | $2.86M | Sell |
46,616
-4,901
| -10% | -$301K | 1.64% | 21 |
|
2019
Q3 | $3.11M | Sell |
51,517
-1,141
| -2% | -$68.9K | 1.83% | 17 |
|
2019
Q2 | $3.01M | Sell |
52,658
-1,582
| -3% | -$90.4K | 1.72% | 21 |
|
2019
Q1 | $3.21M | Buy |
+54,240
| New | +$3.21M | 1.81% | 15 |
|