SAM
SignalPoint Asset Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $567K | Sell |
14,184
-24
| -0.2% | -$960 | 0.14% | 124 |
|
|
2024
Q3 | $638K | Sell |
14,208
-1,046
| -7% | -$47K | 0.15% | 128 |
|
|
2024
Q2 | $629K | Sell |
15,254
-137
| -0.9% | -$5.65K | 0.17% | 125 |
|
|
2024
Q1 | $646K | Sell |
15,391
-159
| -1% | -$6.67K | 0.18% | 121 |
|
|
2023
Q4 | $586K | Sell |
15,550
-648
| -4% | -$24.4K | 0.17% | 122 |
|
|
2023
Q3 | $525K | Buy |
16,198
+779
| +5% | +$25.2K | 0.17% | 121 |
|
|
2023
Q2 | $573K | Sell |
15,419
-413
| -3% | -$15.4K | 0.18% | 116 |
|
|
2023
Q1 | $616K | Sell |
15,832
-1,293
| -8% | -$50.3K | 0.2% | 100 |
|
|
2022
Q4 | $675K | Sell |
17,125
-613
| -3% | -$24.2K | 0.24% | 92 |
|
|
2022
Q3 | $673K | Sell |
17,738
-398
| -2% | -$15.1K | 0.26% | 82 |
|
|
2022
Q2 | $920K | Buy |
18,136
+523
| +3% | +$26.5K | 0.34% | 73 |
|
|
2022
Q1 | $897K | Buy |
17,613
+1,363
| +8% | +$69.4K | 0.28% | 83 |
|
|
2021
Q4 | $844K | Buy |
16,250
+1,490
| +10% | +$77.4K | 0.26% | 91 |
|
|
2021
Q3 | $797K | Buy |
14,760
+576
| +4% | +$31.1K | 0.25% | 93 |
|
|
2021
Q2 | $795K | Buy |
14,184
+115
| +0.8% | +$6.45K | 0.26% | 91 |
|
|
2021
Q1 | $818K | Buy |
14,069
+159
| +1% | +$9.25K | 0.29% | 90 |
|
|
2020
Q4 | $807K | Sell |
13,910
-455
| -3% | -$26.4K | 0.31% | 78 |
|
|
2020
Q3 | $855K | Buy |
14,365
+186
| +1% | +$11.1K | 0.36% | 64 |
|
|
2020
Q2 | $782K | Buy |
14,179
+548
| +4% | +$30.2K | 0.35% | 66 |
|
|
2020
Q1 | $732K | Buy |
13,631
+360
| +3% | +$19.3K | 0.38% | 62 |
|
|
2019
Q4 | $815K | Buy |
13,271
+2
| +0% | +$123 | 0.34% | 71 |
|
|
2019
Q3 | $801K | Sell |
13,269
-5,828
| -31% | -$352K | 0.36% | 68 |
|
|
2019
Q2 | $1.09M | Buy |
19,097
+182
| +1% | +$10.4K | 0.52% | 51 |
|
|
2019
Q1 | $1.12M | Buy |
18,915
+131
| +0.7% | +$7.75K | 0.49% | 50 |
|
|
2018
Q4 | $1.06M | Sell |
18,784
-1,003
| -5% | -$56.4K | 0.51% | 47 |
|
|
2018
Q3 | $1.06M | Sell |
19,787
-1,436
| -7% | -$76.6K | 0.47% | 57 |
|
|
2018
Q2 | $1.43M | Sell |
21,223
-4,931
| -19% | -$332K | 0.68% | 37 |
|
|
2018
Q1 | $1.25M | Buy |
26,154
+4,246
| +19% | +$203K | 0.6% | 42 |
|
|
2017
Q4 | $1.16M | Sell |
21,908
-535
| -2% | -$28.3K | 0.56% | 47 |
|
|
2017
Q3 | $1.11M | Sell |
22,443
-12,991
| -37% | -$642K | 0.56% | 47 |
|
|
2017
Q2 | $1.58M | Buy |
35,434
+933
| +3% | +$41.7K | 0.43% | 67 |
|
|
2017
Q1 | $1.68M | Buy |
34,501
+935
| +3% | +$45.6K | 0.47% | 65 |
|
|
2016
Q4 | $1.79M | Buy |
33,566
+4,688
| +16% | +$250K | 0.46% | 52 |
|
|
2016
Q3 | $1.5M | Sell |
28,878
-87
| -0.3% | -$4.52K | 0.4% | 59 |
|
|
2016
Q2 | $1.62M | Sell |
28,965
-599
| -2% | -$33.4K | 0.67% | 28 |
|
|
2016
Q1 | $1.6M | Buy |
29,564
+105
| +0.4% | +$5.68K | 0.69% | 28 |
|
|
2015
Q4 | $1.36M | Buy |
29,459
+2,910
| +11% | +$135K | 0.6% | 39 |
|
|
2015
Q3 | $1.16M | Buy |
26,549
+1,983
| +8% | +$86.3K | 0.52% | 41 |
|
|
2015
Q2 | $1.2M | Hold |
24,566
| – | – | 0.49% | 44 |
|
|
2015
Q1 | $1.2M | Buy |
24,566
+659
| +3% | +$32.1K | 0.49% | 44 |
|
|
2014
Q4 | $1.12M | Buy |
23,907
+4,555
| +24% | +$213K | 0.5% | 52 |
|
|
2014
Q3 | $967K | Sell |
19,352
-1,344
| -6% | -$67.2K | 0.47% | 54 |
|
|
2014
Q2 | $1.01M | Buy |
20,696
+984
| +5% | +$48.2K | 0.45% | 56 |
|
|
2014
Q1 | $938K | Sell |
19,712
-3,682
| -16% | -$175K | 0.44% | 57 |
|
|
2013
Q4 | $1.15M | Buy |
23,394
+1,510
| +7% | +$74.2K | 0.52% | 55 |
|
|
2013
Q3 | $1.02M | Buy |
21,884
+15,915
| +267% | +$743K | 0.65% | 49 |
|
|
2013
Q2 | $300K | Buy |
+5,969
| New | +$300K | 0.24% | 51 |
|