Sigma Investment Counselors’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 |
-5,286
| Closed | -$208K | – | 193 |
|
|
2022
Q4 | $208K | Sell |
5,286
-2,236
| -30% | -$88.1K | 0.02% | 181 |
|
|
2022
Q3 | $286K | Buy |
7,522
+1,137
| +18% | +$43.2K | 0.02% | 148 |
|
|
2022
Q2 | $324K | Buy |
6,385
+2,313
| +57% | +$117K | 0.03% | 144 |
|
|
2022
Q1 | $207K | Sell |
4,072
-580
| -12% | -$29.5K | 0.01% | 188 |
|
|
2021
Q4 | $242K | Buy |
4,652
+136
| +3% | +$7.08K | 0.02% | 174 |
|
|
2021
Q3 | $244K | Sell |
4,516
-1,134
| -20% | -$61.3K | 0.02% | 170 |
|
|
2021
Q2 | $317K | Buy |
5,650
+194
| +4% | +$10.9K | 0.02% | 148 |
|
|
2021
Q1 | $317K | Sell |
5,456
-249
| -4% | -$14.5K | 0.03% | 146 |
|
|
2020
Q4 | $335K | Buy |
+5,705
| New | +$335K | 0.03% | 141 |
|
|
2020
Q3 | – | Sell |
-3,662
| Closed | -$202K | – | 157 |
|
|
2020
Q2 | $202K | Buy |
+3,662
| New | +$202K | 0.02% | 149 |
|
|
2019
Q3 | – | Sell |
-3,888
| Closed | -$222K | – | 164 |
|
|
2019
Q2 | $222K | Buy |
3,888
+23
| +0.6% | +$1.31K | 0.03% | 148 |
|
|
2019
Q1 | $229K | Buy |
+3,865
| New | +$229K | 0.03% | 142 |
|