Baker Tilly Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Sell |
16,139
-920
| -5% | -$39.8K | 0.25% | 90 |
|
|
2025
Q1 | $774K | Buy |
17,059
+3,654
| +27% | +$166K | 0.3% | 86 |
|
|
2024
Q4 | $536K | Sell |
13,405
-1,849
| -12% | -$73.9K | 0.21% | 111 |
|
|
2024
Q3 | $685K | Sell |
15,254
-6,373
| -29% | -$286K | 0.3% | 83 |
|
|
2024
Q2 | $892K | Sell |
21,627
-47,260
| -69% | -$1.95M | 0.36% | 62 |
|
|
2024
Q1 | $2.89M | Sell |
68,887
-1,761
| -2% | -$73.9K | 0.52% | 41 |
|
|
2023
Q4 | $2.66M | Sell |
70,648
-2,818
| -4% | -$106K | 0.44% | 46 |
|
|
2023
Q3 | $2.38M | Sell |
73,466
-26,243
| -26% | -$851K | 0.39% | 55 |
|
|
2023
Q2 | $3.71M | Buy |
99,709
+4,070
| +4% | +$151K | 0.39% | 59 |
|
|
2023
Q1 | $3.72M | Buy |
95,639
+13,939
| +17% | +$542K | 0.42% | 54 |
|
|
2022
Q4 | $3.22M | Buy |
81,700
+1,898
| +2% | +$74.8K | 0.4% | 65 |
|
|
2022
Q3 | $3.03M | Sell |
79,802
-11,887
| -13% | -$451K | 0.41% | 53 |
|
|
2022
Q2 | $4.65M | Buy |
91,689
+4,414
| +5% | +$224K | 0.61% | 34 |
|
|
2022
Q1 | $4.45M | Buy |
87,275
+29,470
| +51% | +$1.5M | 0.49% | 46 |
|
|
2021
Q4 | $3M | Sell |
57,805
-320
| -0.6% | -$16.6K | 0.32% | 64 |
|
|
2021
Q3 | $3.14M | Buy |
58,125
+16,745
| +40% | +$904K | 0.41% | 46 |
|
|
2021
Q2 | $2.32M | Buy |
41,380
+5,183
| +14% | +$290K | 0.37% | 53 |
|
|
2021
Q1 | $2.11M | Buy |
36,197
+15,189
| +72% | +$883K | 0.43% | 51 |
|
|
2020
Q4 | $1.23M | Buy |
+21,008
| New | +$1.23M | 0.38% | 60 |
|