The Family Firm’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,016
| Closed | -$83.2K | – | 838 |
|
|
2024
Q2 | $83.2K | Buy |
+2,016
| New | +$83.2K | 0.02% | 307 |
|
|
2019
Q4 | – | Sell |
-3,534
| Closed | -$213K | – | 158 |
|
|
2019
Q3 | $213K | Buy |
3,534
+5
| +0.1% | +$301 | 0.08% | 135 |
|
|
2019
Q2 | $202K | Sell |
3,529
-213
| -6% | -$12.2K | 0.07% | 139 |
|
|
2019
Q1 | $221K | Sell |
3,742
-383
| -9% | -$22.6K | 0.08% | 129 |
|
|
2018
Q4 | $232K | Sell |
4,125
-921
| -18% | -$51.8K | 0.09% | 119 |
|
|
2018
Q3 | $269K | Sell |
5,046
-416
| -8% | -$22.2K | 0.1% | 117 |
|
|
2018
Q2 | $275K | Sell |
5,462
-517
| -9% | -$26K | 0.1% | 109 |
|
|
2018
Q1 | $286K | Buy |
5,979
+16
| +0.3% | +$765 | 0.11% | 106 |
|
|
2017
Q4 | $316K | Buy |
5,963
+1,458
| +32% | +$77.3K | 0.13% | 98 |
|
|
2017
Q3 | $223K | Sell |
4,505
-356
| -7% | -$17.6K | 0.09% | 114 |
|
|
2017
Q2 | $217K | Buy |
+4,861
| New | +$217K | 0.1% | 113 |
|
|
2017
Q1 | – | Sell |
-3,905
| Closed | -$208K | – | 113 |
|
|
2016
Q4 | $208K | Buy |
+3,905
| New | +$208K | 0.1% | 108 |
|
|
2016
Q3 | – | Sell |
-3,628
| Closed | -$203K | – | 115 |
|
|
2016
Q2 | $203K | Buy |
+3,628
| New | +$203K | 0.1% | 109 |
|