BWP
Balboa Wealth Partners’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
26,652
-1,920
| -7% | -$83.1K | 0.23% | 79 |
|
|
2025
Q1 | $1.3M | Buy |
28,572
+1,643
| +6% | +$74.5K | 0.31% | 61 |
|
|
2024
Q4 | $1.08M | Buy |
26,929
+657
| +3% | +$26.3K | 0.25% | 72 |
|
|
2024
Q3 | $1.18M | Sell |
26,272
-6,464
| -20% | -$290K | 0.29% | 67 |
|
|
2024
Q2 | $1.35M | Buy |
32,736
+10,421
| +47% | +$430K | 0.36% | 51 |
|
|
2024
Q1 | $936K | Sell |
22,315
-1,340
| -6% | -$56.2K | 0.28% | 68 |
|
|
2023
Q4 | $892K | Buy |
23,655
+275
| +1% | +$10.4K | 0.3% | 65 |
|
|
2023
Q3 | $758K | Sell |
23,380
-2,332
| -9% | -$75.6K | 0.28% | 61 |
|
|
2023
Q2 | $956K | Sell |
25,712
-2,714
| -10% | -$101K | 0.33% | 49 |
|
|
2023
Q1 | $1.11M | Sell |
28,426
-4,230
| -13% | -$165K | 0.42% | 45 |
|
|
2022
Q4 | $1.29M | Sell |
32,656
-502
| -2% | -$19.8K | 0.58% | 34 |
|
|
2022
Q3 | $1.26M | Buy |
+33,158
| New | +$1.26M | 0.55% | 34 |
|