Baltimore-Washington Financial Advisors’s Verizon VZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$599K	Sell	11,928 -736	-6%	-$34.1K	0.03%	109
2025 Q4	$516K	Buy	12,664 +1,795	+17%	+$72.8K	0.02%	116
2025 Q3	$478K	Sell	10,869 -2,711	-20%	-$117K	0.02%	116
2025 Q2	$588K	Buy	13,580 +6,336	+87%	+$274K	0.03%	108
2025 Q1	$329K	Sell	7,244 -125	-2%	-$5.2K	0.02%	121
2024 Q4	$295K	Buy	7,369 +443	+6%	+$18.7K	0.02%	122
2024 Q3	$311K	Buy	6,926 +634	+10%	+$26.5K	0.02%	120
2024 Q2	$260K	Buy	+6,292	New	+$254K	0.02%	120
2024 Q1	–	Sell	-6,731	Closed	-$254K	–	154
2023 Q4	$254K	Buy	+6,731	New	+$238K	0.02%	130
2022 Q4	–	Sell	-6,120	Closed	-$310K	–	152
2022 Q3	$310K	Hold	6,120	–	–	0.03%	119
2022 Q2	$310K	Buy	6,120 +2,050	+50%	+$104K	0.03%	105
2022 Q1	$236K	Sell	4,070 -1,722	-30%	-$91.2K	0.02%	137
2021 Q4	$300K	Sell	5,792 -430	-7%	-$22.4K	0.02%	114
2021 Q3	$336K	Buy	6,222 +1,774	+40%	+$98.1K	0.03%	103
2021 Q2	$249K	Buy	4,448 +158	+4%	+$9.07K	0.02%	116
2021 Q1	$249K	Buy	4,290 +15	+0.4%	+$846	0.03%	114
2020 Q4	$251K	Sell	4,275 -46	-1%	-$2.73K	0.03%	111
2020 Q3	$257K	Sell	4,321 -1,450	-25%	-$84.2K	0.03%	104
2020 Q2	$318K	Buy	5,771 +480	+9%	+$27K	0.04%	100
2020 Q1	$284K	Buy	5,291 +3	+0.1%	+$172	0.05%	101
2019 Q4	$324K	Buy	5,288 +902	+21%	+$54.4K	0.05%	101
2019 Q3	$264K	Buy	4,386 +1	+0%	+$58	0.04%	104
2019 Q2	$250K	Buy	+4,385	New	+$253K	0.04%	100
2015 Q4	–	Sell	-521	Closed	-$22K	–	257
2015 Q3	$22K	Buy	+521	New	+$24K	0.01%	166
2014 Q1	–	Sell	-1,728	Closed	-$85K	–	291
2013 Q4	$85K	Buy	+1,728	New	+$85K	0.03%	137