Baron Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,341
| Closed | -$220K | – | 218 |
|
|
2024
Q2 | $220K | Buy |
5,341
+96
| +2% | +$3.96K | 0.11% | 154 |
|
|
2024
Q1 | $220K | Buy |
+5,245
| New | +$220K | 0.12% | 163 |
|
|
2023
Q3 | – | Sell |
-7,723
| Closed | -$287K | – | 152 |
|
|
2023
Q2 | $287K | Sell |
7,723
-352
| -4% | -$13.1K | 0.18% | 100 |
|
|
2023
Q1 | $314K | Buy |
8,075
+278
| +4% | +$10.8K | 0.22% | 76 |
|
|
2022
Q4 | $307K | Buy |
+7,797
| New | +$307K | 0.24% | 73 |
|