Wunderlich Capital Managemnt’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-24,410
| Closed | -$1.37M | – | 94 |
|
|
2021
Q2 | $1.37M | Buy |
24,410
+655
| +3% | +$36.7K | 0.69% | 63 |
|
|
2021
Q1 | $1.38M | Buy |
23,755
+368
| +2% | +$21.4K | 0.76% | 62 |
|
|
2020
Q4 | $1.37M | Buy |
23,387
+29
| +0.1% | +$1.7K | 0.76% | 62 |
|
|
2020
Q3 | $1.39M | Buy |
23,358
+530
| +2% | +$31.5K | 0.86% | 56 |
|
|
2020
Q2 | $1.26M | Buy |
22,828
+230
| +1% | +$12.7K | 0.88% | 56 |
|
|
2020
Q1 | $1.21M | Sell |
22,598
-258
| -1% | -$13.9K | 1% | 48 |
|
|
2019
Q4 | $1.4M | Buy |
22,856
+120
| +0.5% | +$7.37K | 0.88% | 64 |
|
|
2019
Q3 | $1.37M | Buy |
22,736
+67
| +0.3% | +$4.04K | 0.94% | 61 |
|
|
2019
Q2 | $1.3M | Buy |
22,669
+860
| +4% | +$49.1K | 0.86% | 66 |
|
|
2019
Q1 | $1.29M | Buy |
21,809
+503
| +2% | +$29.7K | 0.9% | 62 |
|
|
2018
Q4 | $1.2M | Sell |
21,306
-48
| -0.2% | -$2.7K | 0.92% | 60 |
|
|
2018
Q3 | $1.14M | Sell |
21,354
-634
| -3% | -$33.8K | 0.81% | 65 |
|
|
2018
Q2 | $1.11M | Buy |
21,988
+486
| +2% | +$24.4K | 0.77% | 67 |
|
|
2018
Q1 | $1.03M | Buy |
21,502
+45
| +0.2% | +$2.15K | 0.71% | 76 |
|
|
2017
Q4 | $1.14M | Buy |
21,457
+498
| +2% | +$26.4K | 0.79% | 69 |
|
|
2017
Q3 | $1.04M | Sell |
20,959
-13
| -0.1% | -$643 | 0.77% | 71 |
|
|
2017
Q2 | $937K | Sell |
20,972
-155
| -0.7% | -$6.93K | 0.7% | 72 |
|
|
2017
Q1 | $1.03M | Buy |
21,127
+337
| +2% | +$16.4K | 0.8% | 64 |
|
|
2016
Q4 | $1.11M | Sell |
20,790
-21
| -0.1% | -$1.12K | 0.9% | 63 |
|
|
2016
Q3 | $1.08M | Buy |
20,811
+519
| +3% | +$27K | 0.86% | 66 |
|
|
2016
Q2 | $1.13M | Buy |
20,292
+187
| +0.9% | +$10.4K | 0.96% | 63 |
|
|
2016
Q1 | $1.09M | Buy |
20,105
+342
| +2% | +$18.5K | 0.93% | 65 |
|
|
2015
Q4 | $913K | Buy |
+19,763
| New | +$913K | 0.78% | 66 |
|
|
2014
Q2 | – | Sell |
-6,402
| Closed | -$300K | – | 92 |
|
|
2014
Q1 | $300K | Buy |
+6,402
| New | +$300K | 0.28% | 85 |
|