Sullivan, Bruyette, Speros & Blaney’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $2.18M | Buy |
37,452
+3,440
| +10% | +$200K | 0.1% | 62 |
|
|
2020
Q4 | $2M | Buy |
34,012
+5,638
| +20% | +$331K | 0.09% | 64 |
|
|
2020
Q3 | $1.69M | Sell |
28,374
-1,012
| -3% | -$60.2K | 0.09% | 66 |
|
|
2020
Q2 | $1.62M | Sell |
29,386
-3,053
| -9% | -$168K | 0.1% | 58 |
|
|
2020
Q1 | $1.74M | Sell |
32,439
-1,745
| -5% | -$93.8K | 0.12% | 49 |
|
|
2019
Q4 | $2.1M | Sell |
34,184
-1,832
| -5% | -$112K | 0.12% | 46 |
|
|
2019
Q3 | $2.17M | Buy |
36,016
+14,887
| +70% | +$899K | 0.13% | 43 |
|
|
2019
Q2 | $1.21M | Sell |
21,129
-2,868
| -12% | -$164K | 0.07% | 72 |
|
|
2019
Q1 | $1.42M | Sell |
23,997
-348
| -1% | -$20.6K | 0.09% | 63 |
|
|
2018
Q4 | $1.37M | Buy |
24,345
+1,809
| +8% | +$102K | 0.09% | 58 |
|
|
2018
Q3 | $1.2M | Sell |
22,536
-1,013
| -4% | -$54.1K | 0.11% | 48 |
|
|
2018
Q2 | $1.19M | Buy |
23,549
+212
| +0.9% | +$10.7K | 0.11% | 48 |
|
|
2018
Q1 | $1.12M | Buy |
23,337
+116
| +0.5% | +$5.55K | 0.11% | 49 |
|
|
2017
Q4 | $1.23M | Sell |
23,221
-93
| -0.4% | -$4.92K | 0.12% | 48 |
|
|
2017
Q3 | $1.15M | Buy |
23,314
+1,493
| +7% | +$73.9K | 0.11% | 50 |
|
|
2017
Q2 | $975K | Sell |
21,821
-4,848
| -18% | -$217K | 0.1% | 54 |
|
|
2017
Q1 | $1.3M | Buy |
26,669
+349
| +1% | +$17K | 0.13% | 38 |
|
|
2016
Q4 | $1.41M | Buy |
26,320
+9
| +0% | +$480 | 0.14% | 34 |
|
|
2016
Q3 | $1.37M | Buy |
26,311
+1,392
| +6% | +$72.4K | 0.14% | 34 |
|
|
2016
Q2 | $1.39M | Buy |
+24,919
| New | +$1.39M | 0.15% | 33 |
|