BWM
BCS Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $910K | Buy |
21,037
+4,843
| +30% | +$209K | 0.2% | 99 |
|
|
2025
Q1 | $735K | Buy |
16,194
+5,348
| +49% | +$243K | 0.19% | 104 |
|
|
2024
Q4 | $434K | Hold |
10,846
| – | – | 0.11% | 164 |
|
|
2024
Q3 | $487K | Sell |
10,846
-295
| -3% | -$13.2K | 0.21% | 95 |
|
|
2024
Q2 | $459K | Buy |
11,141
+260
| +2% | +$10.7K | 0.22% | 93 |
|
|
2024
Q1 | $457K | Buy |
10,881
+536
| +5% | +$22.5K | 0.15% | 143 |
|
|
2023
Q4 | $390K | Hold |
10,345
| – | – | 0.14% | 141 |
|
|
2023
Q3 | $335K | Buy |
10,345
+320
| +3% | +$10.4K | 0.14% | 139 |
|
|
2023
Q2 | $373K | Buy |
+10,025
| New | +$373K | 0.27% | 72 |
|
|
2023
Q1 | – | Sell |
-9,098
| Closed | -$358K | – | 201 |
|
|
2022
Q4 | $358K | Buy |
9,098
+12
| +0.1% | +$472 | 0.15% | 132 |
|
|
2022
Q3 | $345K | Sell |
9,086
-5,520
| -38% | -$210K | 0.16% | 129 |
|
|
2022
Q2 | $741K | Buy |
14,606
+1,415
| +11% | +$71.8K | 0.33% | 73 |
|
|
2022
Q1 | $672K | Sell |
13,191
-6,739
| -34% | -$343K | 0.28% | 89 |
|
|
2021
Q4 | $1.04M | Buy |
19,930
+6,396
| +47% | +$332K | 0.37% | 62 |
|
|
2021
Q3 | $731K | Buy |
+13,534
| New | +$731K | 0.31% | 73 |
|
|
2021
Q2 | – | Sell |
-14,326
| Closed | -$833K | – | 173 |
|
|
2021
Q1 | $833K | Sell |
14,326
-646
| -4% | -$37.6K | 0.4% | 56 |
|
|
2020
Q4 | $880K | Buy |
14,972
+3,523
| +31% | +$207K | 0.46% | 49 |
|
|
2020
Q3 | $681K | Sell |
11,449
-6,523
| -36% | -$388K | 0.39% | 54 |
|
|
2020
Q2 | $991K | Buy |
17,972
+652
| +4% | +$36K | 0.59% | 37 |
|
|
2020
Q1 | $931K | Buy |
17,320
+4,315
| +33% | +$232K | 0.65% | 33 |
|
|
2019
Q4 | $798K | Buy |
+13,005
| New | +$798K | 0.53% | 43 |
|