Baron Silver Stevens 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 | $236K | Buy |
5,449
+437
| +9% | +$18.9K | 0.04% | 126 |
|
|
2025
Q1 | $227K | Hold |
5,012
| – | – | 0.04% | 110 |
|
|
2024
Q4 | $200K | Buy |
+5,012
| New | +$200K | 0.03% | 126 |
|
|
2024
Q3 | – | Sell |
-5,014
| Closed | -$207K | – | 122 |
|
|
2024
Q2 | $207K | Sell |
5,014
-759
| -13% | -$31.3K | 0.04% | 109 |
|
|
2024
Q1 | $242K | Buy |
5,773
+140
| +2% | +$5.87K | 0.05% | 108 |
|
|
2023
Q4 | $212K | Buy |
+5,633
| New | +$212K | 0.04% | 104 |
|
|
2023
Q3 | – | Sell |
-6,255
| Closed | -$233K | – | 112 |
|
|
2023
Q2 | $233K | Sell |
6,255
-597
| -9% | -$22.2K | 0.05% | 99 |
|
|
2023
Q1 | $266K | Buy |
6,852
+30
| +0.4% | +$1.17K | 0.07% | 83 |
|
|
2022
Q4 | $269K | Buy |
+6,822
| New | +$269K | 0.07% | 77 |
|
|
2022
Q3 | – | Sell |
-8,068
| Closed | -$409K | – | 152 |
|
|
2022
Q2 | $409K | Sell |
8,068
-20
| -0.2% | -$1.01K | 0.11% | 64 |
|
|
2022
Q1 | $412K | Buy |
8,088
+146
| +2% | +$7.44K | 0.1% | 59 |
|
|
2021
Q4 | $412K | Buy |
7,942
+584
| +8% | +$30.3K | 0.1% | 56 |
|
|
2021
Q3 | $397K | Sell |
7,358
-202
| -3% | -$10.9K | 0.11% | 52 |
|
|
2021
Q2 | $423K | Buy |
7,560
+243
| +3% | +$13.6K | 0.11% | 53 |
|
|
2021
Q1 | $425K | Sell |
7,317
-795
| -10% | -$46.2K | 0.23% | 27 |
|
|
2020
Q4 | $476K | Buy |
+8,112
| New | +$476K | 0.16% | 38 |
|