Beaird Harris Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $137K | Sell |
3,177
-917
| -22% | -$39.7K | 0.01% | 153 |
|
2025
Q1 | $186K | Sell |
4,094
-1,633
| -29% | -$74.1K | 0.02% | 126 |
|
2024
Q4 | $229K | Buy |
5,727
+3,180
| +125% | +$127K | 0.02% | 124 |
|
2024
Q3 | $114K | Sell |
2,547
-4,399
| -63% | -$198K | 0.01% | 165 |
|
2024
Q2 | $286K | Buy |
6,946
+2,149
| +45% | +$88.6K | 0.03% | 104 |
|
2024
Q1 | $201K | Buy |
4,797
+215
| +5% | +$9.02K | 0.02% | 117 |
|
2023
Q4 | $173K | Buy |
4,582
+343
| +8% | +$12.9K | 0.02% | 112 |
|
2023
Q3 | $137K | Hold |
4,239
| – | – | 0.02% | 113 |
|
2023
Q2 | $158K | Hold |
4,239
| – | – | 0.02% | 105 |
|
2023
Q1 | $165K | Sell |
4,239
-303
| -7% | -$11.8K | 0.03% | 95 |
|
2022
Q4 | $179K | Sell |
4,542
-297
| -6% | -$11.7K | 0.03% | 92 |
|
2022
Q3 | $184K | Buy |
4,839
+3,539
| +272% | +$135K | 0.04% | 84 |
|
2022
Q2 | $66K | Sell |
1,300
-4,150
| -76% | -$211K | 0.02% | 121 |
|
2022
Q1 | $278K | Buy |
5,450
+111
| +2% | +$5.66K | 0.1% | 71 |
|
2021
Q4 | $277K | Buy |
+5,339
| New | +$277K | 0.1% | 95 |
|