Sustainable Insight Capital Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,600
| Closed | -$218K | – | 95 |
|
|
2023
Q1 | $218K | Buy |
+5,600
| New | +$218K | 0.22% | 79 |
|
|
2022
Q4 | – | Sell |
-8,160
| Closed | -$310K | – | 119 |
|
|
2022
Q3 | $310K | Sell |
8,160
-902
| -10% | -$34.3K | 0.36% | 72 |
|
|
2022
Q2 | $404K | Sell |
9,062
-800
| -8% | -$35.7K | 0.4% | 57 |
|
|
2022
Q1 | $502K | Buy |
9,862
+640
| +7% | +$32.6K | 0.36% | 51 |
|
|
2021
Q4 | $479K | Sell |
9,222
-1,772
| -16% | -$92K | 0.26% | 50 |
|
|
2021
Q3 | $594K | Buy |
10,994
+938
| +9% | +$50.7K | 0.38% | 45 |
|
|
2021
Q2 | $563K | Buy |
10,056
+1,971
| +24% | +$110K | 0.33% | 60 |
|
|
2021
Q1 | $470K | Sell |
8,085
-1,300
| -14% | -$75.6K | 0.31% | 56 |
|
|
2020
Q4 | $551K | Buy |
+9,385
| New | +$551K | 0.38% | 47 |
|
|
2020
Q1 | $223K | Buy |
4,142
+200
| +5% | +$10.8K | 0.31% | 57 |
|
|
2019
Q4 | $242K | Sell |
3,942
-100
| -2% | -$6.14K | 0.25% | 51 |
|
|
2019
Q3 | $244K | Sell |
4,042
-400
| -9% | -$24.1K | 0.28% | 35 |
|
|
2019
Q2 | $254K | Sell |
4,442
-600
| -12% | -$34.3K | 0.3% | 39 |
|
|
2019
Q1 | $298K | Sell |
5,042
-1,939
| -28% | -$115K | 0.38% | 61 |
|
|
2018
Q4 | $392K | Sell |
6,981
-220
| -3% | -$12.4K | 0.51% | 36 |
|
|
2018
Q3 | $384K | Sell |
7,201
-6,559
| -48% | -$350K | 0.25% | 37 |
|
|
2018
Q2 | $692K | Sell |
13,760
-23,240
| -63% | -$1.17M | 0.26% | 47 |
|
|
2018
Q1 | $1.77M | Buy |
37,000
+30,500
| +469% | +$1.46M | 0.7% | 30 |
|
|
2017
Q4 | $344K | Sell |
6,500
-9,000
| -58% | -$476K | 0.13% | 44 |
|
|
2017
Q3 | $767K | Sell |
15,500
-68,200
| -81% | -$3.37M | 0.35% | 32 |
|
|
2017
Q2 | $3.74M | Buy |
83,700
+62,900
| +302% | +$2.81M | 1.75% | 18 |
|
|
2017
Q1 | $1.01M | Buy |
+20,800
| New | +$1.01M | 0.5% | 37 |
|