Well Done LLC’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,863
| Closed | -$201K | – | 188 |
|
|
2024
Q2 | $201K | Buy |
+4,863
| New | +$201K | 0.04% | 175 |
|
|
2022
Q1 | – | Sell |
-5,725
| Closed | -$297K | – | 202 |
|
|
2021
Q4 | $297K | Sell |
5,725
-952
| -14% | -$49.4K | 0.06% | 139 |
|
|
2021
Q3 | $361K | Sell |
6,677
-2,769
| -29% | -$150K | 0.08% | 123 |
|
|
2021
Q2 | $529K | Sell |
9,446
-70
| -0.7% | -$3.92K | 0.12% | 99 |
|
|
2021
Q1 | $553K | Buy |
9,516
+126
| +1% | +$7.32K | 0.13% | 94 |
|
|
2020
Q4 | $552K | Buy |
9,390
+300
| +3% | +$17.6K | 0.14% | 84 |
|
|
2020
Q3 | $541K | Buy |
9,090
+1,020
| +13% | +$60.7K | 0.15% | 78 |
|
|
2020
Q2 | $445K | Sell |
8,070
-580
| -7% | -$32K | 0.12% | 90 |
|
|
2020
Q1 | $465K | Sell |
8,650
-840
| -9% | -$45.2K | 0.14% | 85 |
|
|
2019
Q4 | $583K | Sell |
9,490
-519
| -5% | -$31.9K | 0.14% | 91 |
|
|
2019
Q3 | $604K | Buy |
10,009
+95
| +1% | +$5.73K | 0.15% | 85 |
|
|
2019
Q2 | $566K | Buy |
9,914
+134
| +1% | +$7.65K | 0.13% | 92 |
|
|
2019
Q1 | $578K | Sell |
9,780
-58
| -0.6% | -$3.43K | 0.14% | 87 |
|
|
2018
Q4 | $553K | Sell |
9,838
-2,512
| -20% | -$141K | 0.16% | 77 |
|
|
2018
Q3 | $659K | Buy |
12,350
+310
| +3% | +$16.5K | 0.19% | 71 |
|
|
2018
Q2 | $605K | Sell |
12,040
-98
| -0.8% | -$4.92K | 0.18% | 71 |
|
|
2018
Q1 | $580K | Buy |
12,138
+602
| +5% | +$28.8K | 0.18% | 60 |
|
|
2017
Q4 | $611K | Buy |
11,536
+1,640
| +17% | +$86.9K | 0.2% | 59 |
|
|
2017
Q3 | $490K | Hold |
9,896
| – | – | 0.15% | 82 |
|
|
2017
Q2 | $442K | Buy |
9,896
+5,519
| +126% | +$247K | 0.15% | 65 |
|
|
2017
Q1 | $213K | Buy |
4,377
+390
| +10% | +$19K | 0.08% | 99 |
|
|
2016
Q4 | $213K | Buy |
+3,987
| New | +$213K | 0.08% | 88 |
|