BWM
Baystate Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $508K | Buy |
13,472
+185
| +1% | +$6.98K | 0.04% | 142 |
|
|
2023
Q3 | $431K | Buy |
13,287
+687
| +5% | +$22.3K | 0.04% | 142 |
|
|
2023
Q2 | $469K | Sell |
12,600
-1,462
| -10% | -$54.4K | 0.04% | 136 |
|
|
2023
Q1 | $547K | Buy |
14,062
+86
| +0.6% | +$3.35K | 0.05% | 128 |
|
|
2022
Q4 | $551K | Buy |
13,976
+638
| +5% | +$25.2K | 0.05% | 136 |
|
|
2022
Q3 | $506K | Sell |
13,338
-2,704
| -17% | -$103K | 0.05% | 123 |
|
|
2022
Q2 | $814K | Buy |
16,042
+1,188
| +8% | +$60.3K | 0.08% | 93 |
|
|
2022
Q1 | $757K | Sell |
14,854
-2,001
| -12% | -$102K | 0.07% | 92 |
|
|
2021
Q4 | $876K | Buy |
16,855
+1,602
| +11% | +$83.3K | 0.08% | 84 |
|
|
2021
Q3 | $824K | Buy |
15,253
+1,850
| +14% | +$99.9K | 0.08% | 77 |
|
|
2021
Q2 | $751K | Buy |
13,403
+559
| +4% | +$31.3K | 0.07% | 81 |
|
|
2021
Q1 | $747K | Buy |
12,844
+1,111
| +9% | +$64.6K | 0.08% | 76 |
|
|
2020
Q4 | $689K | Sell |
11,733
-68
| -0.6% | -$3.99K | 0.08% | 70 |
|
|
2020
Q3 | $702K | Sell |
11,801
-300
| -2% | -$17.8K | 0.08% | 62 |
|
|
2020
Q2 | $667K | Sell |
12,101
-58
| -0.5% | -$3.2K | 0.08% | 62 |
|
|
2020
Q1 | $653K | Sell |
12,159
-1,091
| -8% | -$58.6K | 0.09% | 50 |
|
|
2019
Q4 | $814K | Sell |
13,250
-930
| -7% | -$57.1K | 0.1% | 45 |
|
|
2019
Q3 | $856K | Sell |
14,180
-1,368
| -9% | -$82.6K | 0.11% | 39 |
|
|
2019
Q2 | $881K | Sell |
15,548
-826
| -5% | -$46.8K | 0.12% | 39 |
|
|
2019
Q1 | $935K | Buy |
16,374
+450
| +3% | +$25.7K | 0.12% | 37 |
|
|
2018
Q4 | $909K | Sell |
15,924
-2,401
| -13% | -$137K | 0.13% | 35 |
|
|
2018
Q3 | $996K | Sell |
18,325
-791
| -4% | -$43K | 0.18% | 31 |
|
|
2018
Q2 | $981K | Buy |
19,116
+1,679
| +10% | +$86.2K | 0.15% | 27 |
|
|
2018
Q1 | $848K | Sell |
17,437
-1,394
| -7% | -$67.8K | 0.13% | 32 |
|
|
2017
Q4 | $1.01M | Buy |
18,831
+645
| +4% | +$34.5K | 0.15% | 28 |
|
|
2017
Q3 | $892K | Sell |
18,186
-537
| -3% | -$26.3K | 0.15% | 26 |
|
|
2017
Q2 | $817K | Sell |
18,723
-2,049
| -10% | -$89.4K | 0.15% | 29 |
|
|
2017
Q1 | $1.02M | Buy |
20,772
+2,318
| +13% | +$113K | 0.2% | 26 |
|
|
2016
Q4 | $1.01M | Buy |
18,454
+993
| +6% | +$54.1K | 0.2% | 24 |
|
|
2016
Q3 | $908K | Sell |
17,461
-1,904
| -10% | -$99K | 0.2% | 23 |
|
|
2016
Q2 | $1.08M | Buy |
19,365
+226
| +1% | +$12.6K | 0.24% | 20 |
|
|
2016
Q1 | $1.04M | Buy |
19,139
+785
| +4% | +$42.5K | 0.22% | 21 |
|
|
2015
Q4 | $848K | Buy |
18,354
+1,054
| +6% | +$48.7K | 0.18% | 24 |
|
|
2015
Q3 | $753K | Buy |
17,300
+648
| +4% | +$28.2K | 0.2% | 22 |
|
|
2015
Q2 | $776K | Buy |
16,652
+1,895
| +13% | +$88.3K | 0.21% | 26 |
|
|
2015
Q1 | $718K | Buy |
14,757
+1,812
| +14% | +$88.2K | 0.2% | 24 |
|
|
2014
Q4 | $606K | Sell |
12,945
-890
| -6% | -$41.7K | 0.19% | 29 |
|
|
2014
Q3 | $692K | Sell |
13,835
-19
| -0.1% | -$950 | 0.22% | 29 |
|
|
2014
Q2 | $678K | Sell |
13,854
-419
| -3% | -$20.5K | 0.23% | 25 |
|
|
2014
Q1 | $679K | Buy |
14,273
+3,327
| +30% | +$158K | 0.25% | 25 |
|
|
2013
Q4 | $578K | Sell |
10,946
-782
| -7% | -$41.3K | 0.24% | 25 |
|
|
2013
Q3 | $547K | Buy |
11,728
+3
| +0% | +$140 | 0.26% | 23 |
|
|
2013
Q2 | $590K | Buy |
+11,725
| New | +$590K | 0.29% | 27 |
|