SVA Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.37M | Buy |
57,360
+2,403
| +4% | +$143K | 0.29% | 67 |
|
|
2020
Q3 | $3.27M | Buy |
54,957
+3,381
| +7% | +$196K | 0.32% | 66 |
|
|
2020
Q2 | $2.84M | Buy |
51,576
+788
| +2% | +$44.3K | 0.3% | 66 |
|
|
2020
Q1 | $2.73M | Buy |
50,788
+764
| +2% | +$43.7K | 0.31% | 58 |
|
|
2019
Q4 | $3.07M | Sell |
50,024
-3,020
| -6% | -$182K | 0.28% | 72 |
|
|
2019
Q3 | $3.2M | Sell |
53,044
-1,939
| -4% | -$112K | 0.31% | 67 |
|
|
2019
Q2 | $3.14M | Sell |
54,983
-4,313
| -7% | -$249K | 0.31% | 69 |
|
|
2019
Q1 | $3.51M | Sell |
59,296
-3,841
| -6% | -$218K | 0.34% | 68 |
|
|
2018
Q4 | $3.55M | Sell |
63,137
-2,389
| -4% | -$136K | 0.4% | 60 |
|
|
2018
Q3 | $3.5M | Sell |
65,526
-2,108
| -3% | -$112K | 0.36% | 64 |
|
|
2018
Q2 | $3.4M | Sell |
67,634
-10,173
| -13% | -$492K | 0.37% | 61 |
|
|
2018
Q1 | $3.85M | Buy |
77,807
+954
| +1% | +$47.9K | 0.48% | 60 |
|
|
2017
Q4 | $4.07M | Sell |
76,853
-954
| -1% | -$46.9K | 0.48% | 56 |
|
|
2017
Q3 | $3.85M | Sell |
77,807
-3,624
| -4% | -$171K | 0.48% | 60 |
|
|
2017
Q2 | $3.64M | Buy |
81,431
+2,940
| +4% | +$137K | 0.47% | 61 |
|
|
2017
Q1 | $3.83M | Buy |
78,491
+231
| +0.3% | +$11.6K | 0.52% | 60 |
|
|
2016
Q4 | $4.18M | Buy |
78,260
+1,634
| +2% | +$81.7K | 0.62% | 49 |
|
|
2016
Q3 | $3.98M | Sell |
76,626
-401
| -0.5% | -$21.5K | 0.62% | 52 |
|
|
2016
Q2 | $4.3M | Buy |
77,027
+79
| +0.1% | +$4.1K | 0.7% | 44 |
|
|
2016
Q1 | $4.16M | Buy |
76,948
+1,700
| +2% | +$85K | 0.69% | 47 |
|
|
2015
Q4 | $3.48M | Buy |
75,248
+5,009
| +7% | +$227K | 0.6% | 59 |
|
|
2015
Q3 | $3.06M | Buy |
70,239
+4,090
| +6% | +$189K | 0.57% | 61 |
|
|
2015
Q2 | $3.08M | Buy |
66,149
+3,558
| +6% | +$174K | 0.57% | 62 |
|
|
2015
Q1 | $3.04M | Buy |
62,591
+32,817
| +110% | +$1.58M | 0.56% | 63 |
|
|
2014
Q4 | $1.39M | Buy |
29,774
+3,126
| +12% | +$153K | 0.51% | 47 |
|
|
2014
Q3 | $1.33M | Buy |
26,648
+168
| +0.6% | +$8.35K | 0.57% | 45 |
|
|
2014
Q2 | $1.3M | Buy |
26,480
+2,230
| +9% | +$108K | 0.55% | 46 |
|
|
2014
Q1 | $1.15M | Buy |
24,250
+4,767
| +24% | +$225K | 0.54% | 50 |
|
|
2013
Q4 | $957K | Buy |
+19,483
| New | +$958K | 0.57% | 48 |
|
Other funds holding VZ
