WEC
Winslow Evans & Crocker’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $5.02M | Buy |
99,708
+38,768
| +64% | +$1.95M | 0.95% | 17 |
|
|
2020
Q3 | $3.63M | Sell |
60,940
-2,345
| -4% | -$139K | 0.9% | 21 |
|
|
2020
Q2 | $3.49M | Buy |
63,285
+3,011
| +5% | +$166K | 0.93% | 19 |
|
|
2020
Q1 | $3.24M | Buy |
60,274
+8,720
| +17% | +$469K | 1.07% | 16 |
|
|
2019
Q4 | $3.17M | Buy |
51,554
+3,802
| +8% | +$234K | 0.81% | 24 |
|
|
2019
Q3 | $2.89M | Buy |
47,752
+82
| +0.2% | +$4.96K | 0.81% | 23 |
|
|
2019
Q2 | $2.73M | Sell |
47,670
-4,354
| -8% | -$249K | 0.76% | 25 |
|
|
2019
Q1 | $3.08M | Sell |
52,024
-2,234
| -4% | -$132K | 0.87% | 22 |
|
|
2018
Q4 | $3.05M | Buy |
54,258
+10,366
| +24% | +$583K | 1.03% | 20 |
|
|
2018
Q3 | $2.35M | Buy |
43,892
+6
| +0% | +$321 | 0.71% | 27 |
|
|
2018
Q2 | $2.21M | Buy |
43,886
+1,798
| +4% | +$90.5K | 0.69% | 27 |
|
|
2018
Q1 | $2.01M | Sell |
42,088
-444
| -1% | -$21.2K | 0.65% | 34 |
|
|
2017
Q4 | $2.25M | Buy |
42,532
+7,624
| +22% | +$404K | 0.72% | 29 |
|
|
2017
Q3 | $1.73M | Sell |
34,908
-14,368
| -29% | -$711K | 0.57% | 41 |
|
|
2017
Q2 | $2.21M | Buy |
49,276
+2,572
| +6% | +$115K | 0.61% | 37 |
|
|
2017
Q1 | $2.28M | Buy |
46,704
+1,050
| +2% | +$51.2K | 0.72% | 32 |
|
|
2016
Q4 | $2.44M | Sell |
45,654
-428
| -0.9% | -$22.8K | 0.75% | 29 |
|
|
2016
Q3 | $2.4M | Buy |
46,082
+7,540
| +20% | +$392K | 0.69% | 34 |
|
|
2016
Q2 | $2.15M | Sell |
38,542
-2,467
| -6% | -$138K | 0.64% | 38 |
|
|
2016
Q1 | $2.22M | Sell |
41,009
-4,645
| -10% | -$251K | 0.67% | 34 |
|
|
2015
Q4 | $2.11M | Sell |
45,654
-258
| -0.6% | -$11.9K | 0.6% | 35 |
|
|
2015
Q3 | $2M | Buy |
45,912
+2,720
| +6% | +$118K | 0.63% | 32 |
|
|
2015
Q2 | $2.01M | Sell |
43,192
-6,800
| -14% | -$317K | 0.57% | 35 |
|
|
2015
Q1 | $2.43M | Sell |
49,992
-1,494
| -3% | -$72.7K | 0.69% | 33 |
|
|
2014
Q4 | $2.41M | Sell |
51,486
-170
| -0.3% | -$7.95K | 0.69% | 36 |
|
|
2014
Q3 | $2.58M | Buy |
51,656
+3,525
| +7% | +$176K | 0.74% | 30 |
|
|
2014
Q2 | $2.36M | Buy |
48,131
+957
| +2% | +$46.8K | 0.78% | 30 |
|
|
2014
Q1 | $2.24M | Buy |
47,174
+5,002
| +12% | +$238K | 0.77% | 32 |
|
|
2013
Q4 | $2.07M | Buy |
+42,172
| New | +$2.07M | 0.71% | 33 |
|