USCA RIA’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | $13.4M | Buy |
239,723
+16,477
| +7% | +$923K | 0.81% | 22 |
|
2021
Q1 | $13M | Buy |
223,246
+43,094
| +24% | +$2.51M | 0.85% | 20 |
|
2020
Q4 | $10.6M | Sell |
180,152
-2,590
| -1% | -$152K | 0.74% | 26 |
|
2020
Q3 | $10.9M | Buy |
182,742
+12,405
| +7% | +$738K | 0.85% | 18 |
|
2020
Q2 | $9.39M | Buy |
170,337
+19,495
| +13% | +$1.07M | 0.83% | 22 |
|
2020
Q1 | $8.11M | Buy |
150,842
+46,963
| +45% | +$2.52M | 0.94% | 17 |
|
2019
Q4 | $6.38M | Buy |
103,879
+37,022
| +55% | +$2.27M | 0.57% | 49 |
|
2019
Q3 | $4.04M | Sell |
66,857
-2,254
| -3% | -$136K | 0.4% | 74 |
|
2019
Q2 | $3.95M | Sell |
69,111
-1,204
| -2% | -$68.8K | 0.4% | 74 |
|
2019
Q1 | $4.16M | Sell |
70,315
-59,269
| -46% | -$3.5M | 0.45% | 70 |
|
2018
Q4 | $7.29M | Sell |
129,584
-28,308
| -18% | -$1.59M | 0.97% | 17 |
|
2018
Q3 | $8.43M | Buy |
157,892
+6,034
| +4% | +$322K | 0.86% | 24 |
|
2018
Q2 | $7.64M | Buy |
151,858
+48,549
| +47% | +$2.44M | 0.82% | 25 |
|
2018
Q1 | $4.94M | Sell |
103,309
-58,171
| -36% | -$2.78M | 0.54% | 45 |
|
2017
Q4 | $8.55M | Buy |
161,480
+12,338
| +8% | +$653K | 0.94% | 21 |
|
2017
Q3 | $6.66M | Hold |
149,142
| – | – | 0.86% | 24 |
|
2017
Q2 | $6.66M | Buy |
149,142
+63,383
| +74% | +$2.83M | 0.85% | 24 |
|
2017
Q1 | $4.18M | Buy |
85,759
+4,327
| +5% | +$211K | 0.61% | 41 |
|
2016
Q4 | $4.35M | Sell |
81,432
-5,200
| -6% | -$278K | 0.67% | 37 |
|
2016
Q3 | $4.5M | Buy |
86,632
+31,690
| +58% | +$1.65M | 0.75% | 25 |
|
2016
Q2 | $3.07M | Sell |
54,942
-15,970
| -23% | -$892K | 0.52% | 43 |
|
2016
Q1 | $3.84M | Buy |
70,912
+13,554
| +24% | +$733K | 0.7% | 29 |
|
2015
Q4 | $2.65M | Sell |
57,358
-886
| -2% | -$41K | 0.57% | 46 |
|
2015
Q3 | $2.53M | Buy |
58,244
+30,835
| +112% | +$1.34M | 0.64% | 37 |
|
2015
Q2 | $1.28M | Buy |
27,409
+877
| +3% | +$40.9K | 0.34% | 82 |
|
2015
Q1 | $1.29M | Buy |
26,532
+4,513
| +20% | +$219K | 0.35% | 78 |
|
2014
Q4 | $1.03M | Buy |
22,019
+1,834
| +9% | +$85.8K | 0.28% | 96 |
|
2014
Q3 | $1.01M | Sell |
20,185
-9,894
| -33% | -$495K | 0.31% | 87 |
|
2014
Q2 | $1.47M | Buy |
30,079
+2,412
| +9% | +$118K | 0.49% | 56 |
|
2014
Q1 | $1.32M | Buy |
27,667
+15,346
| +125% | +$730K | 0.47% | 57 |
|
2013
Q4 | $605K | Sell |
12,321
-374
| -3% | -$18.4K | 0.24% | 126 |
|
2013
Q3 | $593K | Buy |
12,695
+1,329
| +12% | +$62.1K | 0.27% | 100 |
|
2013
Q2 | $572K | Buy |
+11,366
| New | +$572K | 0.29% | 96 |
|