Stumpf Capital Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-37,250
| Closed | -$2.29M | – | 14 |
|
|
2019
Q4 | $2.29M | Hold |
37,250
| – | – | 1.76% | 5 |
|
|
2019
Q3 | $2.25M | Hold |
37,250
| – | – | 1.94% | 7 |
|
|
2019
Q2 | $2.13M | Buy |
37,250
+4,250
| +13% | +$243K | 1.82% | 6 |
|
|
2019
Q1 | $1.95M | Hold |
33,000
| – | – | 2.01% | 6 |
|
|
2018
Q4 | $1.86M | Hold |
33,000
| – | – | 1.94% | 5 |
|
|
2018
Q3 | $1.76M | Hold |
33,000
| – | – | 1.62% | 6 |
|
|
2018
Q2 | $1.66M | Hold |
33,000
| – | – | 1.55% | 7 |
|
|
2018
Q1 | $1.58M | Hold |
33,000
| – | – | 1.58% | 7 |
|
|
2017
Q4 | $1.75M | Buy |
+33,000
| New | +$1.75M | 1.61% | 3 |
|