SIAP
Sterling Investment Advisors (Pennsylvania)’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-172,112
| Closed | -$6.4M | – | 148 |
|
|
2023
Q2 | $6.4M | Sell |
172,112
-1,254
| -0.7% | -$46.6K | 2.12% | 13 |
|
|
2023
Q1 | $6.74M | Buy |
173,366
+61,523
| +55% | +$2.39M | 2.27% | 10 |
|
|
2022
Q4 | $4.41M | Buy |
111,843
+38,072
| +52% | +$1.5M | 1.58% | 16 |
|
|
2022
Q3 | $2.8M | Sell |
73,771
-7,745
| -10% | -$294K | 1.05% | 29 |
|
|
2022
Q2 | $4.14M | Sell |
81,516
-1,197
| -1% | -$60.7K | 1.42% | 18 |
|
|
2022
Q1 | $4.21M | Sell |
82,713
-2,076
| -2% | -$106K | 1.19% | 19 |
|
|
2021
Q4 | $4.41M | Sell |
84,789
-8,752
| -9% | -$455K | 1.24% | 18 |
|
|
2021
Q3 | $5.05M | Buy |
93,541
+562
| +0.6% | +$30.4K | 1.5% | 17 |
|
|
2021
Q2 | $5.21M | Buy |
92,979
+1,372
| +1% | +$76.9K | 1.52% | 15 |
|
|
2021
Q1 | $5.33M | Buy |
91,607
+1,399
| +2% | +$81.4K | 1.72% | 15 |
|
|
2020
Q4 | $5.3M | Buy |
90,208
+2,917
| +3% | +$171K | 1.8% | 13 |
|
|
2020
Q3 | $5.19M | Buy |
87,291
+3,784
| +5% | +$225K | 2% | 8 |
|
|
2020
Q2 | $4.6M | Buy |
83,507
+1,001
| +1% | +$55.2K | 1.91% | 13 |
|
|
2020
Q1 | $4.43M | Buy |
82,506
+259
| +0.3% | +$13.9K | 2.34% | 7 |
|
|
2019
Q4 | $5.05M | Sell |
82,247
-145
| -0.2% | -$8.9K | 2.32% | 7 |
|
|
2019
Q3 | $4.97M | Buy |
82,392
+4,183
| +5% | +$252K | 2.54% | 7 |
|
|
2019
Q2 | $4.47M | Sell |
78,209
-4,564
| -6% | -$261K | 2.29% | 7 |
|
|
2019
Q1 | $4.89M | Buy |
82,773
+3,633
| +5% | +$215K | 2.49% | 7 |
|
|
2018
Q4 | $4.45M | Buy |
79,140
+1,176
| +2% | +$66.1K | 2.62% | 7 |
|
|
2018
Q3 | $4.16M | Buy |
77,964
+1,082
| +1% | +$57.8K | 2.19% | 8 |
|
|
2018
Q2 | $3.87M | Buy |
76,882
+3,236
| +4% | +$163K | 2.28% | 8 |
|
|
2018
Q1 | $3.52M | Buy |
73,646
+3,850
| +6% | +$184K | 2.16% | 8 |
|
|
2017
Q4 | $3.69M | Buy |
69,796
+877
| +1% | +$46.4K | 2.29% | 8 |
|
|
2017
Q3 | $3.41M | Sell |
68,919
-3,565
| -5% | -$176K | 2.26% | 7 |
|
|
2017
Q2 | $3.24M | Buy |
72,484
+3,351
| +5% | +$150K | 2.16% | 7 |
|
|
2017
Q1 | $3.37M | Buy |
69,133
+3,375
| +5% | +$165K | 2.42% | 7 |
|
|
2016
Q4 | $3.51M | Buy |
+65,758
| New | +$3.51M | 2.81% | 6 |
|