BWP
Baldwin Wealth Partners’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Sell |
6,798
-156
| -2% | -$6.75K | 0.02% | 185 |
|
|
2025
Q1 | $315K | Sell |
6,954
-820
| -11% | -$37.2K | 0.02% | 176 |
|
|
2024
Q4 | $311K | Sell |
7,774
-3,104
| -29% | -$124K | 0.02% | 187 |
|
|
2024
Q3 | $489K | Buy |
10,878
+7,752
| +248% | +$348K | 0.03% | 201 |
|
|
2024
Q2 | $129K | Buy |
3,126
+76
| +2% | +$3.13K | 0.01% | 237 |
|
|
2024
Q1 | $128K | Sell |
3,050
-156
| -5% | -$6.55K | 0.01% | 245 |
|
|
2023
Q4 | $121K | Sell |
3,206
-150
| -4% | -$5.66K | 0.01% | 256 |
|
|
2023
Q3 | $109K | Sell |
3,356
-11,218
| -77% | -$364K | 0.01% | 291 |
|
|
2023
Q2 | $542K | Sell |
14,574
-197,350
| -93% | -$7.34M | 0.04% | 150 |
|
|
2023
Q1 | $8.24M | Buy |
211,924
+2,481
| +1% | +$96.5K | 0.72% | 44 |
|
|
2022
Q4 | $8.25M | Sell |
209,443
-22,320
| -10% | -$879K | 0.75% | 46 |
|
|
2022
Q3 | $8.8M | Sell |
231,763
-3,529
| -1% | -$134K | 1.22% | 27 |
|
|
2022
Q2 | $11.9M | Sell |
235,292
-10,710
| -4% | -$544K | 1.55% | 22 |
|
|
2022
Q1 | $12.5M | Buy |
246,002
+11,207
| +5% | +$571K | 1.33% | 25 |
|
|
2021
Q4 | $12.2M | Sell |
234,795
-3,090
| -1% | -$161K | 1.22% | 27 |
|
|
2021
Q3 | $12.8M | Sell |
237,885
-9,298
| -4% | -$502K | 1.43% | 25 |
|
|
2021
Q2 | $13.9M | Sell |
247,183
-21,725
| -8% | -$1.22M | 1.51% | 25 |
|
|
2021
Q1 | $15.6M | Sell |
268,908
-17,335
| -6% | -$1.01M | 1.86% | 16 |
|
|
2020
Q4 | $16.8M | Buy |
286,243
+4,037
| +1% | +$237K | 2.11% | 12 |
|
|
2020
Q3 | $16.8M | Sell |
282,206
-827
| -0.3% | -$49.2K | 2.3% | 10 |
|
|
2020
Q2 | $15.6M | Buy |
283,033
+969
| +0.3% | +$53.4K | 2.29% | 11 |
|
|
2020
Q1 | $15.2M | Buy |
282,064
+34,192
| +14% | +$1.84M | 2.65% | 9 |
|
|
2019
Q4 | $15.2M | Buy |
247,872
+1,210
| +0.5% | +$74.3K | 2.13% | 12 |
|
|
2019
Q3 | $14.9M | Buy |
246,662
+7,294
| +3% | +$440K | 2.24% | 10 |
|
|
2019
Q2 | $13.7M | Sell |
239,368
-725
| -0.3% | -$41.4K | 2.02% | 13 |
|
|
2019
Q1 | $14.2M | Buy |
240,093
+2,628
| +1% | +$155K | 2.11% | 14 |
|
|
2018
Q4 | $13.4M | Buy |
237,465
+66,370
| +39% | +$3.73M | 2.24% | 14 |
|
|
2018
Q3 | $9.14M | Buy |
171,095
+4,501
| +3% | +$240K | 1.28% | 27 |
|
|
2018
Q2 | $8.38M | Buy |
166,594
+1,834
| +1% | +$92.3K | 1.3% | 27 |
|
|
2018
Q1 | $7.88M | Buy |
164,760
+3,635
| +2% | +$174K | 1.27% | 27 |
|
|
2017
Q4 | $8.53M | Buy |
161,125
+590
| +0.4% | +$31.2K | 1.33% | 26 |
|
|
2017
Q3 | $7.95M | Buy |
160,535
+2,775
| +2% | +$137K | 1.28% | 28 |
|
|
2017
Q2 | $7.05M | Buy |
157,760
+4,700
| +3% | +$210K | 1.13% | 32 |
|
|
2017
Q1 | $7.46M | Buy |
153,060
+138,568
| +956% | +$6.76M | 1.23% | 31 |
|
|
2016
Q4 | $774K | Buy |
14,492
+713
| +5% | +$38.1K | 0.14% | 94 |
|
|
2016
Q3 | $716K | Sell |
13,779
-1,105
| -7% | -$57.4K | 0.13% | 96 |
|
|
2016
Q2 | $831K | Buy |
14,884
+550
| +4% | +$30.7K | 0.17% | 83 |
|
|
2016
Q1 | $775K | Buy |
14,334
+4,780
| +50% | +$258K | 0.14% | 121 |
|
|
2015
Q4 | $442K | Sell |
9,554
-5,552
| -37% | -$257K | 0.07% | 165 |
|
|
2015
Q3 | $657K | Sell |
15,106
-200
| -1% | -$8.7K | 0.11% | 146 |
|
|
2015
Q2 | $713K | Sell |
15,306
-1,000
| -6% | -$46.6K | 0.11% | 150 |
|
|
2015
Q1 | $793K | Buy |
16,306
+136
| +0.8% | +$6.61K | 0.12% | 141 |
|
|
2014
Q4 | $756K | Sell |
16,170
-6,823
| -30% | -$319K | 0.11% | 148 |
|
|
2014
Q3 | $1.15M | Buy |
22,993
+1,682
| +8% | +$84.1K | 0.16% | 125 |
|
|
2014
Q2 | $1.04M | Buy |
21,311
+294
| +1% | +$14.4K | 0.15% | 127 |
|
|
2014
Q1 | $1M | Sell |
21,017
-3,134
| -13% | -$149K | 0.16% | 123 |
|
|
2013
Q4 | $1.19M | Sell |
24,151
-3,444
| -12% | -$169K | 0.19% | 112 |
|
|
2013
Q3 | $1.29M | Sell |
27,595
-67,757
| -71% | -$3.16M | 0.24% | 99 |
|
|
2013
Q2 | $4.8M | Buy |
+95,352
| New | +$4.8M | 0.95% | 34 |
|