Willingdon Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $8.19M | Buy |
152,434
+940
| +0.6% | +$50.5K | 2.06% | 10 |
|
|
2019
Q4 | $9.3M | Buy |
151,494
+2,916
| +2% | +$179K | 1.91% | 10 |
|
|
2019
Q3 | $8.97M | Buy |
148,578
+556
| +0.4% | +$33.6K | 1.97% | 9 |
|
|
2019
Q2 | $8.46M | Buy |
148,022
+3,621
| +3% | +$207K | 1.96% | 6 |
|
|
2019
Q1 | $8.54M | Buy |
144,401
+59,341
| +70% | +$3.51M | 2.1% | 5 |
|
|
2018
Q4 | $4.78M | Buy |
85,060
+32,500
| +62% | +$1.83M | 1.38% | 15 |
|
|
2018
Q3 | $2.81M | Sell |
52,560
-487
| -0.9% | -$26K | 0.77% | 57 |
|
|
2018
Q2 | $2.67M | Sell |
53,047
-2,043
| -4% | -$103K | 0.82% | 50 |
|
|
2018
Q1 | $2.63M | Sell |
55,090
-13,731
| -20% | -$657K | 0.83% | 51 |
|
|
2017
Q4 | $3.64M | Buy |
68,821
+58,168
| +546% | +$3.08M | 1.2% | 22 |
|
|
2017
Q3 | $527K | Sell |
10,653
-28,587
| -73% | -$1.41M | 0.19% | 98 |
|
|
2017
Q2 | $1.75M | Buy |
39,240
+8,942
| +30% | +$399K | 0.7% | 68 |
|
|
2017
Q1 | $1.48M | Buy |
30,298
+4,110
| +16% | +$200K | 0.6% | 69 |
|
|
2016
Q4 | $1.4M | Sell |
26,188
-1,175
| -4% | -$62.8K | 0.66% | 64 |
|
|
2016
Q3 | $1.42M | Sell |
27,363
-5,377
| -16% | -$279K | 0.72% | 66 |
|
|
2016
Q2 | $1.83M | Sell |
32,740
-19,373
| -37% | -$1.08M | 0.94% | 47 |
|
|
2016
Q1 | $2.82M | Buy |
52,113
+6,282
| +14% | +$340K | 1.73% | 17 |
|
|
2015
Q4 | $2.12M | Buy |
45,831
+11,738
| +34% | +$542K | 1.94% | 12 |
|
|
2015
Q3 | $1.48M | Buy |
34,093
+7,372
| +28% | +$321K | 1.76% | 20 |
|
|
2015
Q2 | $1.25M | Buy |
26,721
+531
| +2% | +$24.8K | 1.19% | 37 |
|
|
2015
Q1 | $1.27M | Sell |
26,190
-6,323
| -19% | -$308K | 1.06% | 44 |
|
|
2014
Q4 | $1.52M | Buy |
32,513
+313
| +1% | +$14.6K | 0.96% | 40 |
|
|
2014
Q3 | $1.61M | Sell |
32,200
-14,239
| -31% | -$712K | 1.06% | 38 |
|
|
2014
Q2 | $2.27M | Buy |
46,439
+487
| +1% | +$23.8K | 1.57% | 26 |
|
|
2014
Q1 | $2.19M | Buy |
45,952
+8,290
| +22% | +$394K | 1.54% | 26 |
|
|
2013
Q4 | $1.85M | Buy |
+37,662
| New | +$1.85M | 1.45% | 31 |
|