BAM
Belpointe Asset Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.99M | Buy |
92,285
+1,714
| +2% | +$74.2K | 0.17% | 107 |
|
|
2025
Q1 | $4.11M | Sell |
90,571
-25,834
| -22% | -$1.17M | 0.21% | 88 |
|
|
2024
Q4 | $4.86M | Buy |
116,405
+10,278
| +10% | +$429K | 0.29% | 61 |
|
|
2024
Q3 | $4.77M | Buy |
106,127
+32,252
| +44% | +$1.45M | 0.29% | 65 |
|
|
2024
Q2 | $3.05M | Sell |
73,875
-22,239
| -23% | -$917K | 0.21% | 88 |
|
|
2024
Q1 | $4.03M | Sell |
96,114
-5,688
| -6% | -$239K | 0.3% | 61 |
|
|
2023
Q4 | $3.84M | Sell |
101,802
-23,264
| -19% | -$877K | 0.34% | 52 |
|
|
2023
Q3 | $4.05M | Buy |
125,066
+21,646
| +21% | +$702K | 0.42% | 42 |
|
|
2023
Q2 | $3.85M | Sell |
103,420
-154,438
| -60% | -$5.74M | 0.41% | 45 |
|
|
2023
Q1 | $10M | Sell |
257,858
-54,793
| -18% | -$2.13M | 0.54% | 27 |
|
|
2022
Q4 | $12.3M | Buy |
312,651
+102,186
| +49% | +$4.03M | 0.74% | 15 |
|
|
2022
Q3 | $7.99M | Buy |
210,465
+66,735
| +46% | +$2.53M | 0.54% | 29 |
|
|
2022
Q2 | $7.29M | Buy |
143,730
+22,008
| +18% | +$1.12M | 0.49% | 28 |
|
|
2022
Q1 | $6.2M | Buy |
121,722
+9,610
| +9% | +$489K | 0.38% | 43 |
|
|
2021
Q4 | $5.83M | Sell |
112,112
-2,548
| -2% | -$132K | 0.36% | 47 |
|
|
2021
Q3 | $6.19M | Sell |
114,660
-5,487
| -5% | -$296K | 0.42% | 36 |
|
|
2021
Q2 | $6.73M | Buy |
120,147
+5,013
| +4% | +$281K | 0.48% | 30 |
|
|
2021
Q1 | $6.69M | Buy |
115,134
+6,117
| +6% | +$356K | 0.57% | 27 |
|
|
2020
Q4 | $6.34M | Buy |
109,017
+1,381
| +1% | +$80.3K | 0.57% | 26 |
|
|
2020
Q3 | $6.4M | Sell |
107,636
-9,779
| -8% | -$582K | 0.71% | 24 |
|
|
2020
Q2 | $6.47M | Sell |
117,415
-43
| -0% | -$2.37K | 0.84% | 18 |
|
|
2020
Q1 | $6.31M | Buy |
117,458
+1,795
| +2% | +$96.4K | 1.11% | 13 |
|
|
2019
Q4 | $7.1M | Buy |
115,663
+38,146
| +49% | +$2.34M | 0.9% | 14 |
|
|
2019
Q3 | $4.68M | Sell |
77,517
-7,444
| -9% | -$449K | 0.76% | 22 |
|
|
2019
Q2 | $4.85M | Sell |
84,961
-7,988
| -9% | -$456K | 0.95% | 15 |
|
|
2019
Q1 | $5.5M | Buy |
92,949
+47,074
| +103% | +$2.78M | 1.07% | 17 |
|
|
2018
Q4 | $2.58M | Sell |
45,875
-19,442
| -30% | -$1.09M | 0.65% | 20 |
|
|
2018
Q3 | $3.49M | Buy |
65,317
+35,797
| +121% | +$1.91M | 0.55% | 28 |
|
|
2018
Q2 | $1.49M | Sell |
29,520
-1,455
| -5% | -$73.2K | 0.41% | 34 |
|
|
2018
Q1 | $1.48M | Sell |
30,975
-18,598
| -38% | -$889K | 0.43% | 33 |
|
|
2017
Q4 | $2.62M | Buy |
49,573
+12,792
| +35% | +$677K | 0.57% | 30 |
|
|
2017
Q3 | $1.82M | Buy |
+36,781
| New | +$1.82M | 0.43% | 46 |
|