Yellowstone Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | $1.31M | Buy |
24,712
+218
| +0.9% | +$11.5K | 0.74% | 31 |
|
2017
Q3 | $1.21M | Buy |
+24,494
| New | +$1.21M | 0.63% | 35 |
|
2016
Q3 | $1.71M | Buy |
32,903
+9,158
| +39% | +$476K | 0.63% | 32 |
|
2016
Q2 | $1.33M | Buy |
23,745
+1,857
| +8% | +$104K | 0.57% | 48 |
|
2016
Q1 | $1.18M | Buy |
21,888
+1,858
| +9% | +$101K | 0.51% | 51 |
|
2015
Q4 | $926K | Buy |
20,030
+5,172
| +35% | +$239K | 0.42% | 49 |
|
2015
Q3 | $646K | Sell |
14,858
-552
| -4% | -$24K | 0.31% | 59 |
|
2015
Q2 | $718K | Buy |
15,410
+2,349
| +18% | +$109K | 0.33% | 57 |
|
2015
Q1 | $635K | Buy |
13,061
+950
| +8% | +$46.2K | 0.32% | 60 |
|
2014
Q4 | $567K | Buy |
12,111
+1,284
| +12% | +$60.1K | 0.31% | 66 |
|
2014
Q3 | $541K | Buy |
10,827
+3,715
| +52% | +$186K | 0.31% | 62 |
|
2014
Q2 | $348K | Buy |
7,112
+1,353
| +23% | +$66.2K | 0.2% | 102 |
|
2014
Q1 | $274K | Sell |
5,759
-1,046
| -15% | -$49.8K | 0.17% | 120 |
|
2013
Q4 | $334K | Buy |
+6,805
| New | +$334K | 0.22% | 99 |
|