BFG
Beacon Financial Group’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.77M | Sell |
133,431
-9,391
| -7% | -$406K | 0.6% | 44 |
|
|
2025
Q1 | $6.48M | Sell |
142,822
-9,419
| -6% | -$427K | 0.71% | 33 |
|
|
2024
Q4 | $6.09M | Sell |
152,241
-9,003
| -6% | -$360K | 0.66% | 39 |
|
|
2024
Q3 | $7.24M | Sell |
161,244
-5,615
| -3% | -$252K | 0.78% | 29 |
|
|
2024
Q2 | $6.88M | Sell |
166,859
-4,884
| -3% | -$201K | 0.78% | 30 |
|
|
2024
Q1 | $7.21M | Sell |
171,743
-2,998
| -2% | -$126K | 0.83% | 30 |
|
|
2023
Q4 | $6.59M | Buy |
174,741
+37,364
| +27% | +$1.41M | 0.8% | 29 |
|
|
2023
Q3 | $4.81M | Buy |
137,377
+3,868
| +3% | +$135K | 0.68% | 40 |
|
|
2023
Q2 | $4.94M | Sell |
133,509
-3,299
| -2% | -$122K | 0.67% | 46 |
|
|
2023
Q1 | $5.38M | Buy |
136,808
+9,159
| +7% | +$360K | 0.75% | 37 |
|
|
2022
Q4 | $5.05M | Sell |
127,649
-17,828
| -12% | -$705K | 0.69% | 44 |
|
|
2022
Q3 | $5.62M | Sell |
145,477
-2,444
| -2% | -$94.5K | 0.87% | 30 |
|
|
2022
Q2 | $7.54M | Sell |
147,921
-2,440
| -2% | -$124K | 1.12% | 19 |
|
|
2022
Q1 | $7.71M | Buy |
150,361
+1,095
| +0.7% | +$56.2K | 1.03% | 22 |
|
|
2021
Q4 | $7.83M | Buy |
149,266
+25,361
| +20% | +$1.33M | 1.02% | 24 |
|
|
2021
Q3 | $6.74M | Buy |
123,905
+12,913
| +12% | +$702K | 0.9% | 30 |
|
|
2021
Q2 | $6.17M | Sell |
110,992
-811
| -0.7% | -$45.1K | 0.87% | 29 |
|
|
2021
Q1 | $6.36M | Hold |
111,803
| – | – | 1% | 25 |
|
|
2020
Q4 | $6.36M | Sell |
111,803
-3,157
| -3% | -$180K | 1% | 26 |
|
|
2020
Q3 | $6.84M | Buy |
114,960
+1,830
| +2% | +$109K | 1.22% | 17 |
|
|
2020
Q2 | $6.19M | Buy |
113,130
+367
| +0.3% | +$20.1K | 1.19% | 20 |
|
|
2020
Q1 | $6.18M | Sell |
112,763
-1,412
| -1% | -$77.3K | 1.36% | 16 |
|
|
2019
Q4 | $7.01M | Buy |
114,175
+296
| +0.3% | +$18.2K | 0.88% | 21 |
|
|
2019
Q3 | $6.87M | Sell |
113,879
-990
| -0.9% | -$59.7K | 1.17% | 21 |
|
|
2019
Q2 | $6.56M | Buy |
114,869
+944
| +0.8% | +$53.9K | 1.12% | 24 |
|
|
2019
Q1 | $6.74K | Sell |
113,925
-7,711
| -6% | -$456 | 1.1% | 24 |
|
|
2018
Q4 | $6.72M | Sell |
121,636
-5,283
| -4% | -$292K | 1.26% | 22 |
|
|
2018
Q3 | $6.78M | Sell |
126,919
-5,080
| -4% | -$271K | 1.14% | 24 |
|
|
2018
Q2 | $6.64M | Sell |
131,999
-1,805
| -1% | -$90.8K | 1.12% | 30 |
|
|
2018
Q1 | $6.4M | Sell |
133,804
-7,171
| -5% | -$343K | 1.09% | 31 |
|
|
2017
Q4 | $7.46M | Sell |
140,975
-38,927
| -22% | -$2.06M | 1.3% | 27 |
|
|
2017
Q3 | $8.9M | Sell |
179,902
-1,075
| -0.6% | -$53.2K | 1.61% | 20 |
|
|
2017
Q2 | $8.04M | Buy |
180,977
+7,019
| +4% | +$312K | 1.53% | 26 |
|
|
2017
Q1 | $8.53M | Buy |
173,958
+5,569
| +3% | +$273K | 1.63% | 21 |
|
|
2016
Q4 | $8.99M | Sell |
168,389
-1,139
| -0.7% | -$60.8K | 1.83% | 17 |
|
|
2016
Q3 | $8.84M | Sell |
169,528
-299
| -0.2% | -$15.6K | 1.86% | 16 |
|
|
2016
Q2 | $9.35M | Sell |
169,827
-516
| -0.3% | -$28.4K | 2.04% | 13 |
|
|
2016
Q1 | $9.21M | Sell |
170,343
-5,193
| -3% | -$281K | 1.99% | 13 |
|
|
2015
Q4 | $8.21M | Buy |
175,536
+2,296
| +1% | +$107K | 1.89% | 17 |
|
|
2015
Q3 | $7.54M | Buy |
173,240
+41,253
| +31% | +$1.8M | 1.84% | 16 |
|
|
2015
Q2 | $6.17M | Buy |
131,987
+18,702
| +17% | +$875K | 1.34% | 24 |
|
|
2015
Q1 | $5.57M | Buy |
113,285
+6,518
| +6% | +$320K | 1.23% | 27 |
|
|
2014
Q4 | $5.05M | Buy |
106,767
+4,911
| +5% | +$232K | 1.05% | 32 |
|
|
2014
Q3 | $5.07M | Buy |
101,856
+5,621
| +6% | +$280K | 1.1% | 30 |
|
|
2014
Q2 | $4.75M | Buy |
96,235
+7,591
| +9% | +$374K | 1.05% | 31 |
|
|
2014
Q1 | $4.2M | Buy |
88,644
+5,231
| +6% | +$248K | 0.86% | 34 |
|
|
2013
Q4 | $4.1M | Buy |
83,413
+2,778
| +3% | +$137K | 0.79% | 35 |
|
|
2013
Q3 | $3.79M | Buy |
+80,635
| New | +$3.79M | 0.82% | 37 |
|