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