West Coast Financial’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-4,601
| Closed | -$209K | – | 152 |
|
2025
Q1 | $209K | Buy |
+4,601
| New | +$209K | 0.02% | 159 |
|
2024
Q4 | – | Sell |
-4,535
| Closed | -$204K | – | 179 |
|
2024
Q3 | $204K | Sell |
4,535
-500
| -10% | -$22.5K | 0.02% | 172 |
|
2024
Q2 | $208K | Sell |
5,035
-376
| -7% | -$15.5K | 0.02% | 161 |
|
2024
Q1 | $227K | Sell |
5,411
-116
| -2% | -$4.87K | 0.03% | 152 |
|
2023
Q4 | $208K | Buy |
+5,527
| New | +$208K | 0.03% | 156 |
|
2023
Q3 | – | Sell |
-5,534
| Closed | -$206K | – | 152 |
|
2023
Q2 | $206K | Sell |
5,534
-263
| -5% | -$9.78K | 0.03% | 149 |
|
2023
Q1 | $225K | Sell |
5,797
-107
| -2% | -$4.16K | 0.03% | 129 |
|
2022
Q4 | $233K | Sell |
5,904
-378
| -6% | -$14.9K | 0.04% | 123 |
|
2022
Q3 | $239K | Sell |
6,282
-5,560
| -47% | -$212K | 0.04% | 107 |
|
2022
Q2 | $601K | Sell |
11,842
-2,039
| -15% | -$103K | 0.11% | 76 |
|
2022
Q1 | $707K | Sell |
13,881
-111
| -0.8% | -$5.65K | 0.11% | 76 |
|
2021
Q4 | $727K | Sell |
13,992
-1,036
| -7% | -$53.8K | 0.1% | 77 |
|
2021
Q3 | $812K | Sell |
15,028
-97
| -0.6% | -$5.24K | 0.13% | 76 |
|
2021
Q2 | $847K | Buy |
15,125
+465
| +3% | +$26K | 0.14% | 76 |
|
2021
Q1 | $852K | Buy |
14,660
+350
| +2% | +$20.3K | 0.15% | 74 |
|
2020
Q4 | $841K | Buy |
14,310
+1,304
| +10% | +$76.6K | 0.16% | 69 |
|
2020
Q3 | $774K | Buy |
13,006
+114
| +0.9% | +$6.78K | 0.17% | 69 |
|
2020
Q2 | $711K | Sell |
12,892
-274
| -2% | -$15.1K | 0.17% | 66 |
|
2020
Q1 | $707K | Buy |
13,166
+159
| +1% | +$8.54K | 0.19% | 63 |
|
2019
Q4 | $799K | Sell |
13,007
-247
| -2% | -$15.2K | 0.17% | 67 |
|
2019
Q3 | $800K | Sell |
13,254
-300
| -2% | -$18.1K | 0.18% | 70 |
|
2019
Q2 | $774K | Sell |
13,554
-759
| -5% | -$43.3K | 0.18% | 71 |
|
2019
Q1 | $846K | Sell |
14,313
-735
| -5% | -$43.4K | 0.2% | 71 |
|
2018
Q4 | $846K | Sell |
15,048
-9,013
| -37% | -$507K | 0.24% | 67 |
|
2018
Q3 | $1.29M | Buy |
24,061
+7,321
| +44% | +$391K | 0.3% | 65 |
|
2018
Q2 | $842K | Sell |
16,740
-2,127
| -11% | -$107K | 0.23% | 65 |
|
2018
Q1 | $902K | Sell |
18,867
-2,512
| -12% | -$120K | 0.26% | 64 |
|
2017
Q4 | $1.13M | Sell |
21,379
-11,790
| -36% | -$624K | 0.32% | 60 |
|
2017
Q3 | $1.64M | Buy |
33,169
+7,547
| +29% | +$374K | 0.45% | 52 |
|
2017
Q2 | $1.14M | Sell |
25,622
-3,855
| -13% | -$172K | 0.37% | 55 |
|
2017
Q1 | $1.44M | Sell |
29,477
-1,885
| -6% | -$91.9K | 0.46% | 53 |
|
2016
Q4 | $1.67M | Sell |
31,362
-2,071
| -6% | -$110K | 0.53% | 49 |
|
2016
Q3 | $1.74M | Buy |
33,433
+16,983
| +103% | +$883K | 0.56% | 51 |
|
2016
Q2 | $919K | Buy |
16,450
+3,101
| +23% | +$173K | 0.33% | 65 |
|
2016
Q1 | $722K | Sell |
13,349
-185
| -1% | -$10K | 0.3% | 60 |
|
2015
Q4 | $626K | Sell |
13,534
-1,167
| -8% | -$54K | 0.26% | 68 |
|
2015
Q3 | $640K | Sell |
14,701
-320
| -2% | -$13.9K | 0.29% | 63 |
|
2015
Q2 | $700K | Sell |
15,021
-1,637
| -10% | -$76.3K | 0.31% | 64 |
|
2015
Q1 | $810K | Buy |
16,658
+298
| +2% | +$14.5K | 0.38% | 59 |
|
2014
Q4 | $765K | Sell |
16,360
-410
| -2% | -$19.2K | 0.4% | 57 |
|
2014
Q3 | $838K | Sell |
16,770
-1,610
| -9% | -$80.5K | 0.47% | 56 |
|
2014
Q2 | $895K | Buy |
18,380
+1,032
| +6% | +$50.3K | 0.47% | 56 |
|
2014
Q1 | $825K | Buy |
17,348
+1,185
| +7% | +$56.4K | 0.42% | 59 |
|
2013
Q4 | $794K | Sell |
16,163
-250
| -2% | -$12.3K | 0.41% | 65 |
|
2013
Q3 | $766K | Sell |
16,413
-100
| -0.6% | -$4.67K | 0.42% | 66 |
|
2013
Q2 | $831K | Buy |
+16,513
| New | +$831K | 0.45% | 69 |
|