Bay Harbor Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.05K | Buy |
186
+121
| +186% | +$5.24K | ﹤0.01% | 152 |
|
|
2025
Q1 | $2.95K | Buy |
+65
| New | +$2.95K | ﹤0.01% | 166 |
|
|
2022
Q4 | – | Sell |
-1,510
| Closed | -$57K | – | 207 |
|
|
2022
Q3 | $57K | Hold |
1,510
| – | – | 0.03% | 88 |
|
|
2022
Q2 | $77K | Buy |
1,510
+1,458
| +2,804% | +$74.3K | 0.03% | 61 |
|
|
2022
Q1 | $3K | Buy |
52
+13
| +33% | +$750 | ﹤0.01% | 164 |
|
|
2021
Q4 | $2K | Sell |
39
-83
| -68% | -$4.26K | ﹤0.01% | 156 |
|
|
2021
Q3 | $7K | Sell |
122
-382
| -76% | -$21.9K | ﹤0.01% | 149 |
|
|
2021
Q2 | $28K | Sell |
504
-720
| -59% | -$40K | 0.01% | 149 |
|
|
2021
Q1 | $71K | Sell |
1,224
-2,086
| -63% | -$121K | 0.03% | 106 |
|
|
2020
Q4 | $194K | Sell |
3,310
-1,249
| -27% | -$73.2K | 0.09% | 74 |
|
|
2020
Q3 | $271K | Sell |
4,559
-1,746
| -28% | -$104K | 0.14% | 66 |
|
|
2020
Q2 | $348K | Sell |
6,305
-669
| -10% | -$36.9K | 0.19% | 65 |
|
|
2020
Q1 | $375K | Sell |
6,974
-206
| -3% | -$11.1K | 0.23% | 53 |
|
|
2019
Q4 | $441K | Buy |
7,180
+319
| +5% | +$19.6K | 0.24% | 57 |
|
|
2019
Q3 | $413K | Sell |
6,861
-206
| -3% | -$12.4K | 0.25% | 55 |
|
|
2019
Q2 | $404K | Sell |
7,067
-1,135
| -14% | -$64.9K | 0.25% | 59 |
|
|
2019
Q1 | $485K | Sell |
8,202
-1,308
| -14% | -$77.3K | 0.33% | 54 |
|
|
2018
Q4 | $535K | Buy |
+9,510
| New | +$535K | 0.43% | 43 |
|