Summit Financial Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $1.21M | Sell |
28,826
-395
| -1% | -$16.6K | 0.43% | 66 |
|
2023
Q4 | $1.1M | Sell |
29,221
-2,400
| -8% | -$90.5K | 0.42% | 70 |
|
2023
Q3 | $1.02M | Sell |
31,621
-400
| -1% | -$13K | 0.43% | 70 |
|
2023
Q2 | $1.19M | Buy |
32,021
+814
| +3% | +$30.3K | 0.46% | 62 |
|
2023
Q1 | $1.21M | Sell |
31,207
-250
| -0.8% | -$9.72K | 0.46% | 61 |
|
2022
Q4 | $1.24M | Sell |
31,457
-1,135
| -3% | -$44.7K | 0.49% | 56 |
|
2022
Q3 | $1.24M | Buy |
32,592
+429
| +1% | +$16.3K | 0.51% | 53 |
|
2022
Q2 | $1.63M | Buy |
32,163
+657
| +2% | +$33.3K | 0.63% | 44 |
|
2022
Q1 | $1.61M | Sell |
31,506
-400
| -1% | -$20.4K | 0.54% | 50 |
|
2021
Q4 | $1.66M | Buy |
31,906
+222
| +0.7% | +$11.5K | 0.54% | 51 |
|
2021
Q3 | $1.71M | Sell |
31,684
-250
| -0.8% | -$13.5K | 0.62% | 44 |
|
2021
Q2 | $1.79M | Buy |
31,934
+1,005
| +3% | +$56.3K | 0.67% | 40 |
|
2021
Q1 | $1.8M | Buy |
30,929
+61
| +0.2% | +$3.55K | 0.75% | 37 |
|
2020
Q4 | $1.81M | Sell |
30,868
-271
| -0.9% | -$15.9K | 0.79% | 37 |
|
2020
Q3 | $1.85M | Buy |
31,139
+616
| +2% | +$36.6K | 0.92% | 30 |
|
2020
Q2 | $1.68M | Sell |
30,523
-459
| -1% | -$25.3K | 0.88% | 32 |
|
2020
Q1 | $1.66M | Sell |
30,982
-100
| -0.3% | -$5.37K | 0.99% | 29 |
|
2019
Q4 | $1.91M | Buy |
31,082
+18
| +0.1% | +$1.11K | 0.91% | 31 |
|
2019
Q3 | $1.88M | Sell |
31,064
-4,528
| -13% | -$273K | 0.95% | 30 |
|
2019
Q2 | $2.03M | Sell |
35,592
-192
| -0.5% | -$11K | 0.92% | 30 |
|
2019
Q1 | $2.12M | Sell |
35,784
-1,505
| -4% | -$89K | 1.65% | 16 |
|
2018
Q4 | $2.1M | Hold |
37,289
| – | – | 1.78% | 15 |
|
2018
Q3 | $1.99M | Sell |
37,289
-100
| -0.3% | -$5.34K | 1.48% | 17 |
|
2018
Q2 | $1.88M | Sell |
37,389
-230
| -0.6% | -$11.6K | 1.46% | 18 |
|
2018
Q1 | $1.8M | Buy |
37,619
+1,363
| +4% | +$65.2K | 1.41% | 17 |
|
2017
Q4 | $1.92M | Sell |
36,256
-3,550
| -9% | -$188K | 1.57% | 14 |
|
2017
Q3 | $1.97M | Sell |
39,806
-429
| -1% | -$21.2K | 1.64% | 15 |
|
2017
Q2 | $1.8M | Buy |
+40,235
| New | +$1.8M | 1.56% | 16 |
|