Truepoint Inc’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,491
| Closed | -$584K | – | 243 |
|
|
2023
Q4 | $584K | Buy |
15,491
+648
| +4% | +$24.4K | 0.02% | 118 |
|
|
2023
Q3 | $481K | Buy |
+14,843
| New | +$481K | 0.02% | 122 |
|
|
2023
Q2 | – | Sell |
-6,208
| Closed | -$241K | – | 153 |
|
|
2023
Q1 | $241K | Buy |
6,208
+282
| +5% | +$11K | 0.01% | 129 |
|
|
2022
Q4 | $234K | Buy |
+5,926
| New | +$234K | 0.01% | 142 |
|
|
2022
Q3 | – | Sell |
-5,169
| Closed | -$262K | – | 172 |
|
|
2022
Q2 | $262K | Sell |
5,169
-238
| -4% | -$12.1K | 0.01% | 140 |
|
|
2022
Q1 | $275K | Sell |
5,407
-1,096
| -17% | -$55.7K | 0.01% | 120 |
|
|
2021
Q4 | $338K | Buy |
6,503
+1,841
| +39% | +$95.7K | 0.02% | 111 |
|
|
2021
Q3 | $252K | Buy |
+4,662
| New | +$252K | 0.01% | 116 |
|
|
2021
Q2 | – | Sell |
-3,472
| Closed | -$202K | – | 126 |
|
|
2021
Q1 | $202K | Buy |
+3,472
| New | +$202K | 0.01% | 111 |
|
|
2020
Q1 | – | Sell |
-4,145
| Closed | -$255K | – | 115 |
|
|
2019
Q4 | $255K | Hold |
4,145
| – | – | 0.02% | 102 |
|
|
2019
Q3 | $250K | Sell |
4,145
-2,758
| -40% | -$166K | 0.02% | 100 |
|
|
2019
Q2 | $394K | Buy |
6,903
+3,408
| +98% | +$195K | 0.03% | 79 |
|
|
2019
Q1 | $207K | Sell |
3,495
-183
| -5% | -$10.8K | 0.02% | 105 |
|
|
2018
Q4 | $207K | Sell |
3,678
-3,056
| -45% | -$172K | 0.02% | 97 |
|
|
2018
Q3 | $360K | Sell |
6,734
-935
| -12% | -$50K | 0.03% | 76 |
|
|
2018
Q2 | $386K | Buy |
7,669
+7,327
| +2,142% | +$369K | 0.03% | 71 |
|
|
2018
Q1 | $7.16K | Sell |
342
-4,500
| -93% | -$94.2K | 0.06% | 48 |
|
|
2017
Q4 | $256K | Sell |
4,842
-1,626
| -25% | -$86K | 0.02% | 84 |
|
|
2017
Q3 | $320K | Buy |
6,468
+1,527
| +31% | +$75.5K | 0.03% | 74 |
|
|
2017
Q2 | $238K | Sell |
4,941
-3,343
| -40% | -$161K | 0.02% | 92 |
|
|
2017
Q1 | $404K | Buy |
8,284
+55
| +0.7% | +$2.68K | 0.04% | 64 |
|
|
2016
Q4 | $398K | Buy |
8,229
+1,619
| +24% | +$78.3K | 0.04% | 60 |
|
|
2016
Q3 | $344K | Sell |
6,610
-1,415
| -18% | -$73.6K | 0.04% | 54 |
|
|
2016
Q2 | $448K | Buy |
8,025
+265
| +3% | +$14.8K | 0.06% | 49 |
|
|
2016
Q1 | $420K | Sell |
7,760
-509
| -6% | -$27.5K | 0.06% | 48 |
|
|
2015
Q4 | $382K | Buy |
8,269
+1,079
| +15% | +$49.8K | 0.05% | 45 |
|
|
2015
Q3 | $313K | Buy |
+7,190
| New | +$313K | 0.05% | 44 |
|