Waddell & Reed Financial’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-509,795
| Closed | -$30M | – | 514 |
|
|
2020
Q4 | $30M | Sell |
509,795
-7,903
| -2% | -$464K | 0.06% | 317 |
|
|
2020
Q3 | $30.8M | Sell |
517,698
-1,858,746
| -78% | -$111M | 0.07% | 278 |
|
|
2020
Q2 | $131M | Buy |
2,376,444
+439,930
| +23% | +$24.3M | 0.34% | 77 |
|
|
2020
Q1 | $104M | Buy |
1,936,514
+806,575
| +71% | +$43.3M | 0.34% | 80 |
|
|
2019
Q4 | $69.4M | Sell |
1,129,939
-75,583
| -6% | -$4.64M | 0.17% | 161 |
|
|
2019
Q3 | $72.8M | Buy |
1,205,522
+93,836
| +8% | +$5.66M | 0.19% | 154 |
|
|
2019
Q2 | $63.5M | Sell |
1,111,686
-1,628,159
| -59% | -$93M | 0.16% | 176 |
|
|
2019
Q1 | $162M | Sell |
2,739,845
-496,554
| -15% | -$29.4M | 0.4% | 61 |
|
|
2018
Q4 | $182M | Buy |
3,236,399
+1,583,580
| +96% | +$89M | 0.52% | 46 |
|
|
2018
Q3 | $88.2M | Buy |
+1,652,819
| New | +$88.2M | 0.2% | 142 |
|
|
2016
Q2 | – | Sell |
-265,000
| Closed | -$14.3M | – | 620 |
|
|
2016
Q1 | $14.3M | Sell |
265,000
-90,000
| -25% | -$4.87M | 0.03% | 354 |
|
|
2015
Q4 | $16.4M | Buy |
355,000
+10,000
| +3% | +$462K | 0.03% | 348 |
|
|
2015
Q3 | $15M | Buy |
345,000
+60,000
| +21% | +$2.61M | 0.02% | 350 |
|
|
2015
Q2 | $13.3M | Buy |
285,000
+135,000
| +90% | +$6.29M | 0.02% | 396 |
|
|
2015
Q1 | $7.3M | Buy |
+150,000
| New | +$7.3M | 0.01% | 466 |
|
|
2014
Q4 | – | Sell |
-330,550
| Closed | -$16.5M | – | 589 |
|
|
2014
Q3 | $16.5M | Sell |
330,550
-1,204,950
| -78% | -$60.2M | 0.02% | 356 |
|
|
2014
Q2 | $75.1M | Buy |
1,535,500
+107,400
| +8% | +$5.26M | 0.11% | 193 |
|
|
2014
Q1 | $67.9M | Buy |
1,428,100
+1,316,013
| +1,174% | +$62.6M | 0.1% | 197 |
|
|
2013
Q4 | $5.51M | Buy |
+112,087
| New | +$5.51M | 0.01% | 498 |
|