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 |
|