Simplicity Solutions’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.29M | Buy |
113,829
+15,119
| +15% | +$570K | 0.12% | 161 |
|
|
2023
Q3 | $3.2M | Sell |
98,710
-32,238
| -25% | -$1.04M | 0.1% | 185 |
|
|
2023
Q2 | $4.87M | Sell |
130,948
-34,177
| -21% | -$1.27M | 0.13% | 147 |
|
|
2023
Q1 | $6.42M | Buy |
165,125
+131,736
| +395% | +$5.12M | 0.17% | 115 |
|
|
2022
Q4 | $1.32M | Sell |
33,389
-11,169
| -25% | -$440K | 0.18% | 137 |
|
|
2022
Q3 | $1.69M | Buy |
44,558
+14,081
| +46% | +$535K | 0.25% | 91 |
|
|
2022
Q2 | $1.55M | Sell |
30,477
-1,245
| -4% | -$63.2K | 0.2% | 120 |
|
|
2022
Q1 | $1.62M | Buy |
31,722
+3,388
| +12% | +$173K | 0.2% | 114 |
|
|
2021
Q4 | $1.47M | Sell |
28,334
-17,626
| -38% | -$916K | 0.16% | 164 |
|
|
2021
Q3 | $2.48M | Buy |
45,960
+6,036
| +15% | +$326K | 0.38% | 53 |
|
|
2021
Q2 | $2.24M | Buy |
39,924
+6,874
| +21% | +$385K | 0.44% | 41 |
|
|
2021
Q1 | $1.92M | Sell |
33,050
-260,085
| -89% | -$15.1M | 0.42% | 48 |
|
|
2020
Q4 | $17.2M | Buy |
293,135
+24,489
| +9% | +$1.44M | 0.26% | 84 |
|
|
2020
Q3 | $16M | Buy |
268,646
+26,886
| +11% | +$1.6M | 0.29% | 71 |
|
|
2020
Q2 | $13.3M | Buy |
241,760
+97,055
| +67% | +$5.35M | 0.26% | 81 |
|
|
2020
Q1 | $7.78M | Buy |
144,705
+29,956
| +26% | +$1.61M | 0.24% | 70 |
|
|
2019
Q4 | $7.05M | Buy |
114,749
+25,960
| +29% | +$1.59M | 0.21% | 83 |
|
|
2019
Q3 | $5.36M | Sell |
88,789
-7,943
| -8% | -$480K | 0.22% | 74 |
|
|
2019
Q2 | $5.53M | Sell |
96,732
-69,950
| -42% | -$4M | 0.24% | 68 |
|
|
2019
Q1 | $9.86M | Buy |
166,682
+16,594
| +11% | +$981K | 0.59% | 41 |
|
|
2018
Q4 | $8.44M | Buy |
150,088
+65,482
| +77% | +$3.68M | 1.09% | 14 |
|
|
2018
Q3 | $4.52M | Buy |
84,606
+9,864
| +13% | +$527K | 0.26% | 59 |
|
|
2018
Q2 | $3.76M | Buy |
74,742
+15,047
| +25% | +$757K | 0.27% | 51 |
|
|
2018
Q1 | $2.86M | Sell |
59,695
-6,698
| -10% | -$320K | 0.25% | 55 |
|
|
2017
Q4 | $3.51M | Buy |
66,393
+48,556
| +272% | +$2.57M | 0.34% | 50 |
|
|
2017
Q3 | $883K | Sell |
17,837
-49,860
| -74% | -$2.47M | 0.6% | 29 |
|
|
2017
Q2 | $3.02M | Buy |
67,697
+9,667
| +17% | +$432K | 0.36% | 49 |
|
|
2017
Q1 | $2.83M | Buy |
58,030
+11,871
| +26% | +$579K | 0.44% | 41 |
|
|
2016
Q4 | $2.46M | Buy |
46,159
+26,040
| +129% | +$1.39M | 0.57% | 30 |
|
|
2016
Q3 | $1.05M | Sell |
20,119
-3,956
| -16% | -$206K | 0.51% | 43 |
|
|
2016
Q2 | $1.34M | Buy |
24,075
+4,283
| +22% | +$239K | 0.72% | 25 |
|
|
2016
Q1 | $1.07M | Sell |
19,792
-66,844
| -77% | -$3.61M | 0.66% | 31 |
|
|
2015
Q4 | $4M | Buy |
86,636
+81,165
| +1,484% | +$3.75M | 0.47% | 47 |
|
|
2015
Q3 | $238K | Buy |
5,471
+1,115
| +26% | +$48.5K | 0.26% | 104 |
|
|
2015
Q2 | $203K | Buy |
+4,356
| New | +$203K | 0.19% | 128 |
|