BRWA
B. Riley Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Buy |
+94,487
| New | +$4.09M | 0.19% | 110 |
|
|
2024
Q4 | $6.58M | Sell |
164,545
-34,182
| -17% | -$1.37M | 0.22% | 105 |
|
|
2024
Q3 | $8.9M | Sell |
198,727
-72,359
| -27% | -$3.24M | 0.25% | 83 |
|
|
2024
Q2 | $11.2M | Sell |
271,086
-39,689
| -13% | -$1.64M | 0.28% | 67 |
|
|
2024
Q1 | $10.1M | Buy |
310,775
+11,357
| +4% | +$368K | 0.27% | 76 |
|
|
2023
Q4 | $11.3M | Sell |
299,418
-11,357
| -4% | -$428K | 0.3% | 64 |
|
|
2023
Q3 | $10.1M | Sell |
310,775
-41,106
| -12% | -$1.33M | 0.27% | 76 |
|
|
2023
Q2 | $13.1M | Sell |
351,881
-24,797
| -7% | -$922K | 0.29% | 71 |
|
|
2023
Q1 | $14.6M | Buy |
376,678
+30,857
| +9% | +$1.2M | 0.39% | 51 |
|
|
2022
Q4 | $13.6M | Sell |
345,821
-7,306
| -2% | -$288K | 0.38% | 56 |
|
|
2022
Q3 | $13.4M | Buy |
353,127
+150,046
| +74% | +$5.7M | 0.41% | 51 |
|
|
2022
Q2 | $10.3M | Sell |
203,081
-15,229
| -7% | -$773K | 0.43% | 47 |
|
|
2022
Q1 | $11.1M | Sell |
218,310
-11,577
| -5% | -$590K | 0.36% | 53 |
|
|
2021
Q4 | $11.9M | Sell |
229,887
-7,742
| -3% | -$402K | 0.34% | 57 |
|
|
2021
Q3 | $12.8M | Buy |
237,629
+13,997
| +6% | +$757K | 0.41% | 47 |
|
|
2021
Q2 | $12.5M | Buy |
223,632
+3,324
| +2% | +$186K | 0.41% | 47 |
|
|
2021
Q1 | $12.8M | Buy |
220,308
+71,323
| +48% | +$4.15M | 0.45% | 39 |
|
|
2020
Q4 | $8.75M | Sell |
148,985
-49,810
| -25% | -$2.93M | 0.47% | 46 |
|
|
2020
Q3 | $11.7M | Buy |
198,795
+24,533
| +14% | +$1.44M | 0.62% | 32 |
|
|
2020
Q2 | $9.61M | Buy |
174,262
+41,204
| +31% | +$2.27M | 0.64% | 29 |
|
|
2020
Q1 | $7.15M | Sell |
133,058
-8,481
| -6% | -$456K | 0.61% | 31 |
|
|
2019
Q4 | $8.69M | Buy |
141,539
+14,486
| +11% | +$890K | 0.74% | 22 |
|
|
2019
Q3 | $7.67M | Sell |
127,053
-54,454
| -30% | -$3.29M | 0.76% | 20 |
|
|
2019
Q2 | $10.4M | Buy |
181,507
+18,165
| +11% | +$1.04M | 1.14% | 12 |
|
|
2019
Q1 | $9.66M | Sell |
163,342
-18,101
| -10% | -$1.07M | 1.21% | 10 |
|
|
2018
Q4 | $10.2M | Sell |
181,443
-7,840
| -4% | -$441K | 1.45% | 10 |
|
|
2018
Q3 | $10.1M | Sell |
189,283
-5,947
| -3% | -$318K | 1.2% | 12 |
|
|
2018
Q2 | $9.83M | Sell |
195,230
-71,114
| -27% | -$3.58M | 1.3% | 9 |
|
|
2018
Q1 | $12.7M | Buy |
266,344
+171,617
| +181% | +$8.21M | 1.78% | 4 |
|
|
2017
Q4 | $5.02M | Sell |
94,727
-79,177
| -46% | -$4.19M | 0.68% | 26 |
|
|
2017
Q3 | $8.21M | Buy |
173,904
+89,508
| +106% | +$4.22M | 1.36% | 7 |
|
|
2017
Q2 | $3.77M | Buy |
84,396
+3,986
| +5% | +$178K | 0.68% | 25 |
|
|
2017
Q1 | $3.92M | Buy |
80,410
+1,350
| +2% | +$65.9K | 0.78% | 24 |
|
|
2016
Q4 | $4.22M | Sell |
79,060
-9,244
| -10% | -$494K | 0.86% | 18 |
|
|
2016
Q3 | $3.58M | Sell |
88,304
-5,249
| -6% | -$213K | 0.7% | 24 |
|
|
2016
Q2 | $4.01M | Buy |
93,553
+3,666
| +4% | +$157K | 0.8% | 18 |
|
|
2016
Q1 | $3.67M | Buy |
89,887
+847
| +1% | +$34.6K | 0.85% | 18 |
|
|
2015
Q4 | $4.12M | Buy |
89,040
+18,955
| +27% | +$876K | 0.83% | 17 |
|
|
2015
Q3 | $3.05M | Buy |
70,085
+3,620
| +5% | +$158K | 0.73% | 21 |
|
|
2015
Q2 | $3.1M | Sell |
66,465
-10,907
| -14% | -$509K | 0.77% | 18 |
|
|
2015
Q1 | $3.76M | Sell |
77,372
-33,547
| -30% | -$1.63M | 0.92% | 11 |
|
|
2014
Q4 | $29.5K | Buy |
110,919
+54,230
| +96% | +$14.4K | 0.63% | 16 |
|
|
2014
Q3 | $2.83M | Sell |
56,689
-66,700
| -54% | -$3.33M | 0.74% | 21 |
|
|
2014
Q2 | $3.35M | Buy |
123,389
+68,488
| +125% | +$1.86M | 0.79% | 10 |
|
|
2014
Q1 | $2.61M | Sell |
54,901
-5,549
| -9% | -$264K | 0.79% | 22 |
|
|
2013
Q4 | $2.97M | Sell |
60,450
-1,501
| -2% | -$73.8K | 0.95% | 17 |
|
|
2013
Q3 | $2.89M | Buy |
61,951
+5,691
| +10% | +$266K | 0.99% | 14 |
|
|
2013
Q2 | $2.83M | Buy |
+56,260
| New | +$2.83M | 0.96% | 13 |
|