Surevest’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.52M | Buy |
66,224
+1,732
| +3% | +$65.8K | 0.68% | 63 |
|
|
2022
Q2 | $3.27M | Buy |
64,492
+3,556
| +6% | +$180K | 0.86% | 50 |
|
|
2022
Q1 | $3.1M | Buy |
60,936
+2,263
| +4% | +$115K | 0.75% | 59 |
|
|
2021
Q4 | $3.05M | Sell |
58,673
-18,680
| -24% | -$971K | 0.72% | 62 |
|
|
2021
Q3 | $4.18M | Buy |
77,353
+4,159
| +6% | +$225K | 1.06% | 50 |
|
|
2021
Q2 | $4.1M | Buy |
73,194
+2,504
| +4% | +$140K | 1.07% | 57 |
|
|
2021
Q1 | $4.11M | Buy |
70,690
+8,309
| +13% | +$483K | 1.24% | 53 |
|
|
2020
Q4 | $3.67M | Buy |
62,381
+4,491
| +8% | +$264K | 1.22% | 49 |
|
|
2020
Q3 | $3.44M | Buy |
57,890
+5,417
| +10% | +$322K | 1.35% | 36 |
|
|
2020
Q2 | $2.89M | Buy |
52,473
+1,661
| +3% | +$91.6K | 1.28% | 44 |
|
|
2020
Q1 | $2.73M | Buy |
50,812
+14,094
| +38% | +$757K | 1.49% | 13 |
|
|
2019
Q4 | $2.26M | Buy |
36,718
+7,998
| +28% | +$491K | 0.96% | 34 |
|
|
2019
Q3 | $1.73M | Buy |
28,720
+2,095
| +8% | +$126K | 0.85% | 42 |
|
|
2019
Q2 | $1.52M | Buy |
26,625
+7,716
| +41% | +$441K | 0.79% | 42 |
|
|
2019
Q1 | $1.12M | Buy |
18,909
+4,546
| +32% | +$269K | 0.69% | 41 |
|
|
2018
Q4 | $807K | Buy |
+14,363
| New | +$807K | 0.64% | 43 |
|