Waddell & Associates’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 |
-8,075
| Closed | -$300K | – | 155 |
|
|
2023
Q4 | $300K | Sell |
8,075
-4,808
| -37% | -$179K | 0.04% | 115 |
|
|
2023
Q3 | $418K | Buy |
12,883
+503
| +4% | +$16.3K | 0.06% | 95 |
|
|
2023
Q2 | $460K | Sell |
12,380
-2,448
| -17% | -$91K | 0.07% | 83 |
|
|
2023
Q1 | $577K | Sell |
14,828
-3,846
| -21% | -$150K | 0.09% | 73 |
|
|
2022
Q4 | $736K | Sell |
18,674
-624
| -3% | -$24.6K | 0.12% | 58 |
|
|
2022
Q3 | $733K | Sell |
19,298
-283
| -1% | -$10.7K | 0.14% | 50 |
|
|
2022
Q2 | $994K | Buy |
19,581
+2,812
| +17% | +$143K | 0.2% | 43 |
|
|
2022
Q1 | $854K | Buy |
16,769
+2
| +0% | +$102 | 0.14% | 46 |
|
|
2021
Q4 | $871K | Buy |
16,767
+515
| +3% | +$26.8K | 0.14% | 45 |
|
|
2021
Q3 | $878K | Buy |
16,252
+1,102
| +7% | +$59.5K | 0.15% | 41 |
|
|
2021
Q2 | $849 | Buy |
+15,150
| New | +$849 | 0.13% | 41 |
|