Windsor Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $418K | Sell |
12,910
-90
| -0.7% | -$2.91K | 0.08% | 105 |
|
|
2023
Q2 | $483K | Sell |
13,000
-154
| -1% | -$5.72K | 0.09% | 104 |
|
|
2023
Q1 | $518K | Buy |
13,154
+526
| +4% | +$20.7K | 0.1% | 97 |
|
|
2022
Q4 | $533K | Sell |
12,628
-785
| -6% | -$33.1K | 0.11% | 93 |
|
|
2022
Q3 | $494K | Sell |
13,413
-1,594
| -11% | -$58.7K | 0.12% | 93 |
|
|
2022
Q2 | $773K | Sell |
15,007
-9,844
| -40% | -$507K | 0.2% | 70 |
|
|
2022
Q1 | $1.33M | Sell |
24,851
-127
| -0.5% | -$6.8K | 0.25% | 78 |
|
|
2021
Q4 | $1.34M | Sell |
24,978
-5,499
| -18% | -$294K | 0.25% | 87 |
|
|
2021
Q3 | $1.66M | Sell |
30,477
-604
| -2% | -$32.8K | 0.35% | 62 |
|
|
2021
Q2 | $1.74M | Sell |
31,081
-2,405
| -7% | -$135K | 0.38% | 54 |
|
|
2021
Q1 | $1.95M | Sell |
33,486
-558
| -2% | -$32.4K | 0.46% | 43 |
|
|
2020
Q4 | $2M | Buy |
34,044
+626
| +2% | +$36.8K | 0.51% | 40 |
|
|
2020
Q3 | $1.93M | Buy |
33,418
+1,431
| +4% | +$82.7K | 0.56% | 39 |
|
|
2020
Q2 | $1.76M | Sell |
31,987
-38
| -0.1% | -$2.09K | 0.56% | 41 |
|
|
2020
Q1 | $1.72M | Buy |
32,025
+1,775
| +6% | +$95.4K | 0.69% | 32 |
|
|
2019
Q4 | $1.86M | Sell |
30,250
-392
| -1% | -$24.1K | 0.68% | 32 |
|
|
2019
Q3 | $1.81M | Sell |
30,642
-1,201
| -4% | -$70.7K | 0.79% | 30 |
|
|
2019
Q2 | $1.8M | Buy |
31,843
+13,547
| +74% | +$767K | 0.79% | 28 |
|
|
2019
Q1 | $1.08M | Sell |
18,296
-186
| -1% | -$11K | 0.61% | 43 |
|
|
2018
Q4 | $1.04M | Buy |
18,482
+822
| +5% | +$46.2K | 0.71% | 33 |
|
|
2018
Q3 | $943K | Buy |
17,660
+3,415
| +24% | +$182K | 0.61% | 40 |
|
|
2018
Q2 | $717K | Sell |
14,245
-1,784
| -11% | -$89.8K | 0.56% | 42 |
|
|
2018
Q1 | $767K | Buy |
16,029
+453
| +3% | +$21.7K | 0.65% | 35 |
|
|
2017
Q4 | $824K | Buy |
+15,576
| New | +$824K | 0.71% | 32 |
|