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BCM Advisors’s Verizon VZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-54,162
| Closed | -$3.02M | – | 55 |
|
2021
Q2 | $3.02M | Sell |
54,162
-1,666
| -3% | -$93K | 0.82% | 19 |
|
2021
Q1 | $3.2M | Sell |
55,828
-1,771
| -3% | -$101K | 0.97% | 19 |
|
2020
Q4 | $3.38M | Hold |
57,599
| – | – | 1.11% | 16 |
|
2020
Q3 | $3.24M | Hold |
57,599
| – | – | 1.2% | 16 |
|
2020
Q2 | $3.18M | Sell |
57,599
-725
| -1% | -$40K | 1.33% | 16 |
|
2020
Q1 | $3.13M | Sell |
58,324
-3,389
| -5% | -$182K | 1.51% | 16 |
|
2019
Q4 | $3.79M | Hold |
61,713
| – | – | 1.38% | 19 |
|
2019
Q3 | $3.73M | Sell |
61,713
-1,575
| -2% | -$95.1K | 1.6% | 18 |
|
2019
Q2 | $3.62M | Hold |
63,288
| – | – | 1.65% | 18 |
|
2019
Q1 | $3.74M | Hold |
63,288
| – | – | 1.77% | 17 |
|
2018
Q4 | $3.56M | Hold |
63,288
| – | – | 1.81% | 17 |
|
2018
Q3 | $3.38M | Sell |
63,288
-348
| -0.5% | -$18.6K | 1.77% | 16 |
|
2018
Q2 | $3.2M | Hold |
63,636
| – | – | 1.77% | 16 |
|
2018
Q1 | $3.04M | Sell |
63,636
-917
| -1% | -$43.9K | 1.8% | 16 |
|
2017
Q4 | $3.42M | Hold |
64,553
| – | – | 1.97% | 16 |
|
2017
Q3 | $3.2M | Sell |
64,553
-1,272
| -2% | -$63K | 1.97% | 16 |
|
2017
Q2 | $2.94M | Hold |
65,825
| – | – | 1.85% | 17 |
|
2017
Q1 | $3.21M | Hold |
65,825
| – | – | 2.03% | 18 |
|
2016
Q4 | $3.51M | Buy |
+65,825
| New | +$3.51M | 2.32% | 17 |
|