Number of Shares
152,434.00
Current Holdings Value*
$8.19 Mil
% of Portfolio
2.08%
Total Estimate Gain
$-1.57 Mil
% of Total Estimate Gain
-17.16%

Willingdon Wealth Management's Verizon Communications Inc Holding Summary

As of 2020-03-31, Willingdon Wealth Management held 152,434.00 shares of Verizon Communications Inc(VZ), totaling $8.19 Mil. This investment constitutes 2.08% of their stock portfolio, and Willingdon Wealth Management now holds 0% of the outstanding Verizon Communications Inc(VZ) stock.

The initial trade took place in 2014Q1. And since then Willingdon Wealth Management has made 12 purchases of VZ, at an average price of $52.67, for a total of 173,483.00 shares. In addition, there have been 4 sales at an average price of $49.35 for 21,049.00 shares. Based on historical transaction data and VZ's current price of $42.84, Willingdon Wealth Management's estimated gain on his VZ holdings is $-1.57 Mil, reflecting a -17.16% gain to date.

Willingdon Wealth Management VZ ($42.84) Holding Chart

Willingdon Wealth Management VZ ($42.84) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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