Beaumont Financial 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 | $260K | Sell |
6,005
-934
| -13% | -$40.4K | 0.02% | 324 |
|
|
2025
Q1 | $315K | Buy |
6,939
+1,152
| +20% | +$52.3K | 0.02% | 279 |
|
|
2024
Q4 | $231K | Sell |
5,787
-72
| -1% | -$2.88K | 0.02% | 335 |
|
|
2024
Q3 | $263K | Buy |
5,859
+705
| +14% | +$31.7K | 0.02% | 293 |
|
|
2024
Q2 | $213K | Sell |
5,154
-9
| -0.2% | -$371 | 0.02% | 341 |
|
|
2024
Q1 | $217K | Sell |
5,163
-717
| -12% | -$30.1K | 0.02% | 337 |
|
|
2023
Q4 | $222K | Buy |
+5,880
| New | +$222K | 0.02% | 312 |
|
|
2023
Q3 | – | Sell |
-9,380
| Closed | -$349K | – | 356 |
|
|
2023
Q2 | $349K | Sell |
9,380
-677
| -7% | -$25.2K | 0.03% | 247 |
|
|
2023
Q1 | $391K | Buy |
10,057
+802
| +9% | +$31.2K | 0.04% | 207 |
|
|
2022
Q4 | $365K | Sell |
9,255
-4,280
| -32% | -$169K | 0.04% | 218 |
|
|
2022
Q3 | $514K | Sell |
13,535
-493
| -4% | -$18.7K | 0.05% | 166 |
|
|
2022
Q2 | $712K | Sell |
14,028
-1,201
| -8% | -$61K | 0.06% | 151 |
|
|
2022
Q1 | $776K | Buy |
15,229
+3,047
| +25% | +$155K | 0.06% | 171 |
|
|
2021
Q4 | $633K | Sell |
12,182
-4,094
| -25% | -$213K | 0.05% | 184 |
|
|
2021
Q3 | $879K | Sell |
16,276
-74
| -0.5% | -$4K | 0.07% | 153 |
|
|
2021
Q2 | $916K | Buy |
16,350
+119
| +0.7% | +$6.67K | 0.07% | 154 |
|
|
2021
Q1 | $944K | Sell |
16,231
-906
| -5% | -$52.7K | 0.08% | 144 |
|
|
2020
Q4 | $1.01M | Sell |
17,137
-79
| -0.5% | -$4.64K | 0.09% | 138 |
|
|
2020
Q3 | $1.02M | Sell |
17,216
-8,183
| -32% | -$487K | 0.1% | 142 |
|
|
2020
Q2 | $1.4M | Sell |
25,399
-190
| -0.7% | -$10.5K | 0.15% | 110 |
|
|
2020
Q1 | $1.38M | Sell |
25,589
-33
| -0.1% | -$1.77K | 0.17% | 92 |
|
|
2019
Q4 | $1.57M | Buy |
25,622
+9,871
| +63% | +$606K | 0.15% | 104 |
|
|
2019
Q3 | $951K | Buy |
15,751
+384
| +2% | +$23.2K | 0.09% | 127 |
|
|
2019
Q2 | $878K | Buy |
15,367
+5,170
| +51% | +$295K | 0.09% | 128 |
|
|
2019
Q1 | $603K | Sell |
10,197
-97
| -0.9% | -$5.74K | 0.06% | 143 |
|
|
2018
Q4 | $579K | Sell |
10,294
-400
| -4% | -$22.5K | 0.09% | 115 |
|
|
2018
Q3 | $571K | Sell |
10,694
-212
| -2% | -$11.3K | 0.06% | 137 |
|
|
2018
Q2 | $549K | Sell |
10,906
-507
| -4% | -$25.5K | 0.06% | 126 |
|
|
2018
Q1 | $546K | Buy |
11,413
+4,368
| +62% | +$209K | 0.06% | 130 |
|
|
2017
Q4 | $373K | Sell |
7,045
-97
| -1% | -$5.14K | 0.04% | 134 |
|
|
2017
Q3 | $353K | Sell |
7,142
-175
| -2% | -$8.65K | 0.04% | 135 |
|
|
2017
Q2 | $327K | Sell |
7,317
-1,499
| -17% | -$67K | 0.04% | 141 |
|
|
2017
Q1 | $430K | Buy |
8,816
+3,334
| +61% | +$163K | 0.06% | 128 |
|
|
2016
Q4 | $293K | Hold |
5,482
| – | – | 0.04% | 124 |
|
|
2016
Q3 | $285K | Sell |
5,482
-782
| -12% | -$40.7K | 0.05% | 122 |
|
|
2016
Q2 | $350K | Sell |
6,264
-178,609
| -97% | -$9.98M | 0.06% | 107 |
|
|
2016
Q1 | $8.99M | Buy |
184,873
+178,877
| +2,983% | +$8.7M | 1.46% | 27 |
|
|
2015
Q4 | $277K | Sell |
5,996
-173,766
| -97% | -$8.03M | 0.05% | 100 |
|
|
2015
Q3 | $8.38M | Hold |
179,762
| – | – | 1.21% | 34 |
|
|
2015
Q2 | $8.38M | Sell |
179,762
-17,141
| -9% | -$799K | 1.21% | 34 |
|
|
2015
Q1 | $9.58M | Sell |
196,903
-15,818
| -7% | -$769K | 0.33% | 60 |
|
|
2014
Q4 | $9.95M | Sell |
212,721
-9,183
| -4% | -$430K | 0.48% | 57 |
|
|
2014
Q3 | $11.1M | Sell |
221,904
-682
| -0.3% | -$34.1K | 0.73% | 52 |
|
|
2014
Q2 | $10.9M | Sell |
222,586
-855
| -0.4% | -$41.8K | 0.77% | 54 |
|
|
2014
Q1 | $10.6M | Sell |
223,441
-6,555
| -3% | -$312K | 0.87% | 36 |
|
|
2013
Q4 | $11.3M | Buy |
229,996
+126,221
| +122% | +$6.2M | 0.93% | 44 |
|
|
2013
Q3 | $4.84M | Buy |
103,775
+81,403
| +364% | +$3.8M | 0.43% | 60 |
|
|
2013
Q2 | $1.13M | Buy |
+22,372
| New | +$1.13M | 0.1% | 93 |
|