Bard Financial Services’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.8M Sell
272,280
-2,050
-0.7% -$88.7K 1.41% 15
2025
Q1
$12.4M Buy
274,330
+5,475
+2% +$248K 1.52% 12
2024
Q4
$10.8M Buy
268,855
+600
+0.2% +$24K 1.29% 19
2024
Q3
$12M Sell
268,255
-10,850
-4% -$487K 1.42% 14
2024
Q2
$11.5M Buy
279,105
+2,875
+1% +$119K 1.19% 23
2024
Q1
$11.6M Buy
276,230
+17,085
+7% +$717K 1.23% 21
2023
Q4
$9.77M Buy
259,145
+21,485
+9% +$810K 1.1% 23
2023
Q3
$7.7M Buy
237,660
+35,770
+18% +$1.16M 0.95% 29
2023
Q2
$7.51M Buy
201,890
+29,660
+17% +$1.1M 0.57% 52
2023
Q1
$6.7M Buy
172,230
+40,290
+31% +$1.57M 0.54% 55
2022
Q4
$5.2M Buy
131,940
+29,020
+28% +$1.14M 0.44% 56
2022
Q3
$3.91M Buy
102,920
+10,195
+11% +$387K 0.37% 68
2022
Q2
$4.71M Buy
92,725
+16,835
+22% +$854K 0.43% 57
2022
Q1
$3.87M Buy
75,890
+11,300
+17% +$576K 0.31% 81
2021
Q4
$3.36M Buy
64,590
+3,455
+6% +$180K 0.27% 85
2021
Q3
$3.3M Buy
61,135
+2,480
+4% +$134K 0.29% 86
2021
Q2
$3.29M Buy
58,655
+3,000
+5% +$168K 0.29% 87
2021
Q1
$3.24M Sell
55,655
-1,825
-3% -$106K 0.31% 82
2020
Q4
$3.38M Buy
+57,480
New +$3.38M 0.34% 79