Wheatland Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.07M | Buy |
19,404
+1
| +0% | +$55 | 4.44% | 3 |
|
|
2020
Q1 | $1.04M | Sell |
19,403
-11,975
| -38% | -$644K | 5.3% | 2 |
|
|
2019
Q4 | $1.93M | Sell |
31,378
-13,993
| -31% | -$859K | 2.46% | 7 |
|
|
2019
Q3 | $2.74M | Sell |
45,371
-5,515
| -11% | -$333K | 2.49% | 8 |
|
|
2019
Q2 | $2.91M | Sell |
50,886
-3,338
| -6% | -$191K | 2.19% | 12 |
|
|
2019
Q1 | $3.21M | Buy |
54,224
+4,132
| +8% | +$244K | 2.45% | 11 |
|
|
2018
Q4 | $2.82M | Buy |
50,092
+6,371
| +15% | +$358K | 2.46% | 10 |
|
|
2018
Q3 | $2.33M | Buy |
43,721
+4,251
| +11% | +$227K | 1.75% | 18 |
|
|
2018
Q2 | $1.99M | Buy |
39,470
+402
| +1% | +$20.2K | 1.61% | 20 |
|
|
2018
Q1 | $1.87M | Buy |
39,068
+1
| +0% | +$48 | 1.54% | 20 |
|
|
2017
Q4 | $2.07M | Buy |
39,067
+202
| +0.5% | +$10.7K | 1.67% | 20 |
|
|
2017
Q3 | $1.92M | Buy |
38,865
+2,726
| +8% | +$135K | 1.64% | 21 |
|
|
2017
Q2 | $1.61M | Sell |
36,139
-548
| -1% | -$24.5K | 1.45% | 23 |
|
|
2017
Q1 | $1.79M | Sell |
36,687
-1,515
| -4% | -$73.9K | 1.6% | 21 |
|
|
2016
Q4 | $2.04M | Sell |
38,202
-199
| -0.5% | -$10.6K | 1.81% | 21 |
|
|
2016
Q3 | $2M | Buy |
38,401
+101
| +0.3% | +$5.25K | 1.88% | 21 |
|
|
2016
Q2 | $2.14M | Sell |
38,300
-1,295
| -3% | -$72.3K | 2.05% | 19 |
|
|
2016
Q1 | $2.14M | Buy |
39,595
+1
| +0% | +$54 | 2.19% | 16 |
|
|
2015
Q4 | $1.83M | Buy |
39,594
+1
| +0% | +$46 | 1.87% | 21 |
|
|
2015
Q3 | $1.72M | Sell |
39,593
-222
| -0.6% | -$9.66K | 1.87% | 20 |
|
|
2015
Q2 | $1.86M | Buy |
39,815
+2,123
| +6% | +$99K | 1.78% | 20 |
|
|
2015
Q1 | $1.83M | Buy |
37,692
+1
| +0% | +$49 | 1.83% | 20 |
|
|
2014
Q4 | $1.76M | Buy |
37,691
+1
| +0% | +$47 | 1.72% | 23 |
|
|
2014
Q3 | $1.88M | Sell |
37,690
-70
| -0.2% | -$3.5K | 1.88% | 18 |
|
|
2014
Q2 | $1.85M | Sell |
37,760
-199
| -0.5% | -$9.74K | 1.68% | 26 |
|
|
2014
Q1 | $1.81M | Buy |
37,959
+644
| +2% | +$30.6K | 1.84% | 22 |
|
|
2013
Q4 | $1.83M | Buy |
+37,315
| New | +$1.83M | 1.92% | 17 |
|