Townsend & Associates’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-33,747
| Closed | -$1.16M | – | 123 |
|
|
2023
Q2 | $1.16M | Sell |
33,747
-3,976
| -11% | -$136K | 0.3% | 69 |
|
|
2023
Q1 | $1.46M | Sell |
37,723
-182
| -0.5% | -$7.07K | 0.59% | 63 |
|
|
2022
Q4 | $1.53M | Sell |
37,905
-936
| -2% | -$37.7K | 0.76% | 52 |
|
|
2022
Q3 | $1.47M | Buy |
38,841
+881
| +2% | +$33.4K | 0.68% | 51 |
|
|
2022
Q2 | $1.92M | Buy |
+37,960
| New | +$1.92M | 0.89% | 34 |
|
|
2021
Q2 | – | Sell |
-21,884
| Closed | -$1.27M | – | 74 |
|
|
2021
Q1 | $1.27M | Sell |
21,884
-226
| -1% | -$13.1K | 0.83% | 53 |
|
|
2020
Q4 | $1.3M | Buy |
+22,110
| New | +$1.3M | 0.95% | 54 |
|
|
2020
Q2 | – | Sell |
-4,490
| Closed | -$256K | – | 78 |
|
|
2020
Q1 | $256K | Buy |
+4,490
| New | +$256K | 0.27% | 67 |
|
|
2018
Q4 | – | Sell |
-1,671
| Closed | -$89K | – | 147 |
|
|
2018
Q3 | $89K | Buy |
1,671
+15
| +0.9% | +$799 | 0.09% | 98 |
|
|
2018
Q2 | $83K | Buy |
1,656
+16
| +1% | +$802 | 0.09% | 99 |
|
|
2018
Q1 | $78K | Buy |
1,640
+15
| +0.9% | +$713 | 0.06% | 97 |
|
|
2017
Q4 | $86K | Buy |
+1,625
| New | +$86K | 0.07% | 115 |
|