BHWA
Beacon Harbor Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.42M | Sell |
148,330
-14,048
| -9% | -$608K | 1.6% | 28 |
|
|
2025
Q1 | $7.37M | Sell |
162,378
-817
| -0.5% | -$37.1K | 1.71% | 20 |
|
|
2024
Q4 | $6.53M | Buy |
163,195
+5,602
| +4% | +$224K | 1.52% | 28 |
|
|
2024
Q3 | $7.08M | Buy |
157,593
+2,599
| +2% | +$117K | 1.68% | 22 |
|
|
2024
Q2 | $6.39M | Buy |
154,994
+2,523
| +2% | +$104K | 1.66% | 24 |
|
|
2024
Q1 | $6.4M | Buy |
152,471
+88,032
| +137% | +$3.69M | 1.69% | 22 |
|
|
2023
Q4 | $2.43M | Sell |
64,439
-82,306
| -56% | -$3.1M | 0.71% | 45 |
|
|
2023
Q3 | $4.76M | Buy |
146,745
+4,603
| +3% | +$149K | 1.58% | 30 |
|
|
2023
Q2 | $5.29M | Buy |
142,142
+6,364
| +5% | +$237K | 1.73% | 23 |
|
|
2023
Q1 | $5.28M | Buy |
135,778
+124,092
| +1,062% | +$4.83M | 1.84% | 23 |
|
|
2022
Q4 | $460K | Buy |
+11,686
| New | +$460K | 0.16% | 59 |
|
|
2022
Q2 | $5.39M | Sell |
106,212
-12,698
| -11% | -$644K | 1.9% | 22 |
|
|
2022
Q1 | $6.06M | Buy |
118,910
+70,652
| +146% | +$3.6M | 1.98% | 16 |
|
|
2021
Q4 | $2.51M | Sell |
48,258
-34,588
| -42% | -$1.8M | 0.83% | 45 |
|
|
2021
Q3 | $4.47M | Buy |
82,846
+3,387
| +4% | +$183K | 1.59% | 23 |
|
|
2021
Q2 | $4.45M | Buy |
79,459
+11,919
| +18% | +$668K | 1.6% | 23 |
|
|
2021
Q1 | $3.93M | Buy |
67,540
+1,779
| +3% | +$103K | 1.57% | 32 |
|
|
2020
Q4 | $3.86M | Buy |
65,761
+6,180
| +10% | +$363K | 1.58% | 23 |
|
|
2020
Q3 | $3.54M | Sell |
59,581
-1,329
| -2% | -$79.1K | 1.73% | 16 |
|
|
2020
Q2 | $3.36M | Buy |
60,910
+1,464
| +2% | +$80.7K | 1.93% | 16 |
|
|
2020
Q1 | $3.19M | Buy |
59,446
+18,904
| +47% | +$1.02M | 2.41% | 11 |
|
|
2019
Q4 | $2.49M | Buy |
40,542
+341
| +0.8% | +$20.9K | 1.47% | 24 |
|
|
2019
Q3 | $2.43M | Buy |
40,201
+1,536
| +4% | +$93K | 1.56% | 21 |
|
|
2019
Q2 | $2.21M | Buy |
+38,665
| New | +$2.21M | 2.02% | 13 |
|