Beam Wealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-11,421
| Closed | -$494K | – | 114 |
|
|
2025
Q2 | $494K | Sell |
11,421
-2,146
| -16% | -$92.9K | 0.15% | 94 |
|
|
2025
Q1 | $615K | Buy |
13,567
+508
| +4% | +$21.1K | 0.21% | 82 |
|
|
2024
Q4 | $522K | Sell |
13,059
-762
| -6% | -$32.1K | 0.17% | 89 |
|
|
2024
Q3 | $621K | Sell |
13,821
-34
| -0.2% | -$1.42K | 0.19% | 84 |
|
|
2024
Q2 | $571K | Buy |
13,855
+5,524
| +66% | +$223K | 0.19% | 81 |
|
|
2024
Q1 | $350K | Buy |
8,331
+72
| +0.9% | +$2.9K | 0.21% | 77 |
|
|
2023
Q4 | $311K | Buy |
8,259
+58
| +0.7% | +$2.05K | 0.2% | 76 |
|
|
2023
Q3 | $266K | Sell |
8,201
-1,951
| -19% | -$65.9K | 0.19% | 81 |
|
|
2023
Q2 | $378K | Buy |
10,152
+1,825
| +22% | +$67.5K | 0.26% | 64 |
|
|
2023
Q1 | $324K | Sell |
8,327
-390
| -4% | -$15.4K | 0.33% | 70 |
|
|
2022
Q4 | $343K | Sell |
8,717
-685
| -7% | -$25.8K | 0.36% | 63 |
|
|
2022
Q3 | $357K | Buy |
9,402
+2,057
| +28% | +$91.6K | 0.4% | 65 |
|
|
2022
Q2 | $373K | Buy |
7,345
+2,348
| +47% | +$119K | 0.41% | 63 |
|
|
2022
Q1 | $255K | Buy |
+4,997
| New | +$265K | 0.29% | 76 |
|
|
2021
Q4 | – | Sell |
-4,997
| Closed | -$270K | – | 146 |
|
|
2021
Q3 | $270K | Buy |
4,997
+488
| +11% | +$27K | 0.23% | 109 |
|
|
2021
Q2 | $253K | Buy |
4,509
+619
| +16% | +$35.5K | 0.22% | 115 |
|
|
2021
Q1 | $226K | Buy |
3,890
+300
| +8% | +$16.9K | 0.2% | 122 |
|
|
2020
Q4 | $211K | Sell |
3,590
-2,808
| -44% | -$167K | 0.2% | 119 |
|
|
2020
Q3 | $381K | Sell |
6,398
-190
| -3% | -$11K | 0.36% | 86 |
|
|
2020
Q2 | $364K | Sell |
6,588
-492
| -7% | -$27.7K | 0.37% | 84 |
|
|
2020
Q1 | $380K | Sell |
7,080
-375
| -5% | -$21.5K | 0.38% | 85 |
|
|
2019
Q4 | $458K | Buy |
+7,455
| New | +$450K | 0.43% | 71 |
|
Other funds holding VZ
