BBWA
Bell & Brown Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,869
| Closed | -$221K | – | 71 |
|
|
2025
Q1 | $221K | Sell |
4,869
-156
| -3% | -$7.08K | 0.09% | 67 |
|
|
2024
Q4 | $201K | Sell |
5,025
-22
| -0.4% | -$880 | 0.07% | 69 |
|
|
2024
Q3 | $227K | Sell |
5,047
-47
| -0.9% | -$2.11K | 0.09% | 67 |
|
|
2024
Q2 | $210K | Buy |
5,094
+251
| +5% | +$10.4K | 0.08% | 67 |
|
|
2024
Q1 | $203K | Sell |
4,843
-943
| -16% | -$39.6K | 0.09% | 67 |
|
|
2023
Q4 | $218K | Buy |
+5,786
| New | +$218K | 0.1% | 69 |
|
|
2023
Q2 | $308K | Buy |
8,274
+594
| +8% | +$22.1K | 0.15% | 64 |
|
|
2023
Q1 | $299K | Sell |
7,680
-727
| -9% | -$28.3K | 0.16% | 63 |
|
|
2022
Q4 | $331K | Buy |
8,407
+534
| +7% | +$21K | 0.18% | 61 |
|
|
2022
Q3 | $299K | Sell |
7,873
-1,566
| -17% | -$59.5K | 0.18% | 58 |
|
|
2022
Q2 | $479K | Sell |
9,439
-1,057
| -10% | -$53.6K | 0.26% | 58 |
|
|
2022
Q1 | $535K | Buy |
10,496
+1
| +0% | +$51 | 0.24% | 58 |
|
|
2021
Q4 | $556K | Buy |
10,495
+826
| +9% | +$43.8K | 0.27% | 55 |
|
|
2021
Q3 | $522K | Buy |
+9,669
| New | +$522K | 0.28% | 55 |
|
|
2020
Q3 | $444K | Buy |
7,796
+1,000
| +15% | +$57K | 0.32% | 58 |
|
|
2020
Q2 | $392K | Buy |
6,796
+467
| +7% | +$26.9K | 0.31% | 59 |
|
|
2020
Q1 | $358K | Sell |
6,329
-185
| -3% | -$10.5K | 0.33% | 61 |
|
|
2019
Q4 | $385K | Sell |
6,514
-1,584
| -20% | -$93.6K | 0.29% | 70 |
|
|
2019
Q3 | $485K | Buy |
8,098
+42
| +0.5% | +$2.52K | 0.4% | 62 |
|
|
2019
Q2 | $460K | Buy |
8,056
+107
| +1% | +$6.11K | 0.41% | 62 |
|
|
2019
Q1 | $470K | Buy |
7,949
+893
| +13% | +$52.8K | 0.43% | 63 |
|
|
2018
Q4 | $397K | Buy |
7,056
+163
| +2% | +$9.17K | 0.42% | 63 |
|
|
2018
Q3 | $394K | Buy |
6,893
+118
| +2% | +$6.75K | 0.37% | 71 |
|
|
2018
Q2 | $341K | Buy |
6,775
+1,512
| +29% | +$76.1K | 0.34% | 71 |
|
|
2018
Q1 | $259K | Sell |
5,263
-1,500
| -22% | -$73.8K | 0.27% | 81 |
|
|
2017
Q4 | $358K | Buy |
+6,763
| New | +$358K | 0.37% | 70 |
|