Beirne Wealth Consulting Services’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-6,646
| Closed | -$247K | – | 159 |
|
2023
Q3 | $247K | Hold |
6,646
| – | – | 0.2% | 75 |
|
2023
Q2 | $247K | Sell |
6,646
-250
| -4% | -$9.3K | 0.2% | 75 |
|
2023
Q1 | $268K | Sell |
6,896
-276
| -4% | -$10.7K | 0.19% | 80 |
|
2022
Q4 | $283K | Sell |
7,172
-560
| -7% | -$22.1K | 0.14% | 74 |
|
2022
Q3 | $294K | Sell |
7,732
-1,000
| -11% | -$38K | 0.11% | 77 |
|
2022
Q2 | $443K | Buy |
8,732
+405
| +5% | +$20.5K | 0.29% | 60 |
|
2022
Q1 | $424K | Hold |
8,327
| – | – | 0.24% | 61 |
|
2021
Q4 | $434K | Hold |
8,327
| – | – | 0.24% | 57 |
|
2021
Q3 | $449K | Sell |
8,327
-700
| -8% | -$37.7K | 0.26% | 56 |
|
2021
Q2 | $505K | Hold |
9,027
| – | – | 0.28% | 51 |
|
2021
Q1 | $525K | Sell |
9,027
-2,779
| -24% | -$162K | 0.31% | 46 |
|
2020
Q4 | $694K | Buy |
11,806
+153
| +1% | +$8.99K | 0.34% | 59 |
|
2020
Q3 | $693K | Buy |
11,653
+2,554
| +28% | +$152K | 0.4% | 47 |
|
2020
Q2 | $502K | Sell |
9,099
-205
| -2% | -$11.3K | 0.41% | 41 |
|
2020
Q1 | $500K | Buy |
9,304
+700
| +8% | +$37.6K | 0.54% | 34 |
|
2019
Q4 | $528K | Sell |
8,604
-2,459
| -22% | -$151K | 0.47% | 42 |
|
2019
Q3 | $668K | Buy |
11,063
+359
| +3% | +$21.7K | 0.56% | 45 |
|
2019
Q2 | $612K | Sell |
10,704
-951
| -8% | -$54.4K | 0.55% | 52 |
|
2019
Q1 | $689K | Sell |
11,655
-403
| -3% | -$23.8K | 0.54% | 53 |
|
2018
Q4 | $678K | Buy |
+12,058
| New | +$678K | 0.58% | 46 |
|