Baltimore-Washington Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $588K | Buy |
13,580
+6,336
| +87% | +$274K | 0.03% | 108 |
|
|
2025
Q1 | $329K | Sell |
7,244
-125
| -2% | -$5.67K | 0.02% | 121 |
|
|
2024
Q4 | $295K | Buy |
7,369
+443
| +6% | +$17.7K | 0.02% | 122 |
|
|
2024
Q3 | $311K | Buy |
6,926
+634
| +10% | +$28.5K | 0.02% | 120 |
|
|
2024
Q2 | $260K | Buy |
+6,292
| New | +$260K | 0.02% | 120 |
|
|
2024
Q1 | – | Sell |
-6,731
| Closed | -$254K | – | 153 |
|
|
2023
Q4 | $254K | Buy |
+6,731
| New | +$254K | 0.02% | 129 |
|
|
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% | -$99.9K | 0.02% | 137 |
|
|
2021
Q4 | $300K | Sell |
5,792
-430
| -7% | -$22.3K | 0.02% | 114 |
|
|
2021
Q3 | $336K | Buy |
6,222
+1,774
| +40% | +$95.8K | 0.03% | 103 |
|
|
2021
Q2 | $249K | Buy |
4,448
+158
| +4% | +$8.85K | 0.02% | 116 |
|
|
2021
Q1 | $249K | Buy |
4,290
+15
| +0.4% | +$871 | 0.03% | 114 |
|
|
2020
Q4 | $251K | Sell |
4,275
-46
| -1% | -$2.7K | 0.03% | 111 |
|
|
2020
Q3 | $257K | Sell |
4,321
-1,450
| -25% | -$86.2K | 0.03% | 104 |
|
|
2020
Q2 | $318K | Buy |
5,771
+480
| +9% | +$26.4K | 0.04% | 100 |
|
|
2020
Q1 | $284K | Buy |
5,291
+3
| +0.1% | +$161 | 0.05% | 101 |
|
|
2019
Q4 | $324K | Buy |
5,288
+902
| +21% | +$55.3K | 0.05% | 101 |
|
|
2019
Q3 | $264K | Buy |
4,386
+1
| +0% | +$60 | 0.04% | 104 |
|
|
2019
Q2 | $250K | Buy |
+4,385
| New | +$250K | 0.04% | 100 |
|
|
2015
Q4 | – | Sell |
-521
| Closed | -$22K | – | 257 |
|
|
2015
Q3 | $22K | Buy |
+521
| New | +$22K | 0.01% | 166 |
|
|
2014
Q1 | – | Sell |
-1,728
| Closed | -$85K | – | 291 |
|
|
2013
Q4 | $85K | Buy |
+1,728
| New | +$85K | 0.03% | 137 |
|