BRWM
B. Riley Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $31.6K | Buy |
191,729
+6,286
| +3% | +$1.04K | 0.04% | 87 |
|
|
2022
Q1 | $9.1M | Sell |
185,443
-10,038
| -5% | -$492K | 0.7% | 31 |
|
|
2021
Q4 | $9.8M | Sell |
195,481
-41,205
| -17% | -$2.07M | 0.68% | 30 |
|
|
2021
Q3 | $10M | Buy |
236,686
+12,982
| +6% | +$550K | 0.77% | 22 |
|
|
2021
Q2 | $9.68M | Sell |
223,704
-11,165
| -5% | -$483K | 1.07% | 20 |
|
|
2021
Q1 | $11.1M | Buy |
+234,869
| New | +$11.1M | 1.3% | 14 |
|
|
2020
Q4 | – | Sell |
-201,530
| Closed | -$12M | – | 465 |
|
|
2020
Q3 | $12M | Buy |
201,530
+38,052
| +23% | +$2.26M | 1.41% | 12 |
|
|
2020
Q2 | $9.01M | Sell |
163,478
-40,054
| -20% | -$2.21M | 0.99% | 22 |
|
|
2020
Q1 | $10.9M | Buy |
203,532
+126,647
| +165% | +$6.8M | 1.15% | 15 |
|
|
2019
Q4 | $4.72M | Buy |
76,885
+16,946
| +28% | +$1.04M | 0.71% | 34 |
|
|
2019
Q3 | $3.62M | Buy |
59,939
+1,277
| +2% | +$77.1K | 0.63% | 37 |
|
|
2019
Q2 | $3.35K | Sell |
58,662
-8,738
| -13% | -$499 | 0.51% | 41 |
|
|
2019
Q1 | $3.99M | Buy |
67,400
+4,233
| +7% | +$250K | 0.69% | 34 |
|
|
2018
Q4 | $3.55M | Buy |
63,167
+11,337
| +22% | +$637K | 0.74% | 32 |
|
|
2018
Q3 | $2.77M | Buy |
+51,830
| New | +$2.77M | 0.68% | 31 |
|
|
2016
Q1 | $228K | Buy |
+4,232
| New | +$228K | 0.34% | 101 |
|
|
2015
Q4 | – | Sell |
-4,768
| Closed | -$207K | – | 169 |
|
|
2015
Q3 | $207K | Buy |
4,768
+90
| +2% | +$3.91K | 0.29% | 139 |
|
|
2015
Q2 | $218K | Sell |
4,678
-23
| -0.5% | -$1.07K | 0.17% | 168 |
|
|
2015
Q1 | $228K | Buy |
4,701
+784
| +20% | +$38K | 0.17% | 182 |
|
|
2014
Q4 | $183K | Sell |
3,917
-782
| -17% | -$36.5K | 0.15% | 176 |
|
|
2014
Q3 | $234K | Buy |
4,699
+408
| +10% | +$20.3K | 0.17% | 163 |
|
|
2014
Q2 | $209K | Sell |
4,291
-881
| -17% | -$42.9K | 0.14% | 207 |
|
|
2014
Q1 | $246K | Buy |
+5,172
| New | +$246K | 0.18% | 150 |
|