Beacon Investment Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
26,494
+198
| +0.8% | +$8.38K | 0.48% | 60 |
|
|
2025
Q1 | $1.19M | Buy |
26,296
+2,502
| +11% | +$113K | 0.56% | 53 |
|
|
2024
Q4 | $952K | Buy |
23,794
+50
| +0.2% | +$2K | 0.45% | 66 |
|
|
2024
Q3 | $1.07M | Buy |
23,744
+43
| +0.2% | +$1.93K | 0.5% | 62 |
|
|
2024
Q2 | $977K | Buy |
23,701
+9,141
| +63% | +$377K | 0.5% | 63 |
|
|
2024
Q1 | $611K | Buy |
14,560
+308
| +2% | +$12.9K | 0.35% | 75 |
|
|
2023
Q4 | $537K | Sell |
14,252
-434
| -3% | -$16.4K | 0.34% | 74 |
|
|
2023
Q3 | $476K | Sell |
14,686
-92
| -0.6% | -$2.98K | 0.34% | 76 |
|
|
2023
Q2 | $550K | Sell |
14,778
-3,914
| -21% | -$146K | 0.38% | 73 |
|
|
2023
Q1 | $727K | Sell |
18,692
-2,141
| -10% | -$83.3K | 0.53% | 61 |
|
|
2022
Q4 | $821K | Buy |
+20,833
| New | +$821K | 0.69% | 48 |
|