BWM
BCGM Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
52,492
+2,632
| +5% | +$114K | 0.64% | 50 |
|
|
2025
Q1 | $2.26M | Buy |
49,860
+2,783
| +6% | +$126K | 0.69% | 48 |
|
|
2024
Q4 | $1.88M | Buy |
47,077
+2,315
| +5% | +$92.6K | 0.6% | 48 |
|
|
2024
Q3 | $2.01M | Buy |
44,762
+1,445
| +3% | +$64.9K | 0.65% | 45 |
|
|
2024
Q2 | $1.79M | Buy |
43,317
+154
| +0.4% | +$6.35K | 0.62% | 45 |
|
|
2024
Q1 | $1.81M | Buy |
43,163
+2,215
| +5% | +$92.9K | 0.65% | 43 |
|
|
2023
Q4 | $1.54M | Sell |
40,948
-1,778
| -4% | -$67K | 0.63% | 42 |
|
|
2023
Q3 | $1.38M | Buy |
42,726
+20,324
| +91% | +$659K | 0.64% | 44 |
|
|
2023
Q2 | $833K | Buy |
22,402
+1,264
| +6% | +$47K | 0.37% | 55 |
|
|
2023
Q1 | $822K | Sell |
21,138
-3,383
| -14% | -$132K | 0.41% | 52 |
|
|
2022
Q4 | $966K | Sell |
24,521
-546
| -2% | -$21.5K | 0.47% | 48 |
|
|
2022
Q3 | $945K | Buy |
25,067
+1,480
| +6% | +$55.8K | 0.47% | 46 |
|
|
2022
Q2 | $1.09M | Buy |
23,587
+1,605
| +7% | +$74.1K | 0.55% | 38 |
|
|
2022
Q1 | $1.02M | Buy |
21,982
+1,319
| +6% | +$61.1K | 0.55% | 44 |
|
|
2021
Q4 | $1.07M | Buy |
20,663
+5,296
| +34% | +$275K | 0.58% | 41 |
|
|
2021
Q3 | $814K | Buy |
15,367
+893
| +6% | +$47.3K | 0.45% | 53 |
|
|
2021
Q2 | $807K | Buy |
14,474
+1,428
| +11% | +$79.6K | 0.48% | 51 |
|
|
2021
Q1 | $762K | Buy |
13,046
+1,329
| +11% | +$77.6K | 0.52% | 44 |
|
|
2020
Q4 | $635K | Buy |
+11,717
| New | +$635K | 0.45% | 42 |
|