BFWA
Benchmark Financial Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Buy |
11,255
+969
| +9% | +$41.9K | 0.16% | 64 |
|
|
2025
Q1 | $467K | Buy |
10,286
+1,650
| +19% | +$74.8K | 0.18% | 64 |
|
|
2024
Q4 | $345K | Buy |
8,636
+1,043
| +14% | +$41.7K | 0.11% | 74 |
|
|
2024
Q3 | $341K | Buy |
7,593
+998
| +15% | +$44.8K | 0.11% | 71 |
|
|
2024
Q2 | $272K | Buy |
6,595
+1,246
| +23% | +$51.4K | 0.1% | 77 |
|
|
2024
Q1 | $224K | Buy |
+5,349
| New | +$224K | 0.09% | 82 |
|
|
2021
Q1 | – | Sell |
-3,661
| Closed | -$215K | – | 75 |
|
|
2020
Q4 | $215K | Sell |
3,661
-677
| -16% | -$39.8K | 0.12% | 62 |
|
|
2020
Q3 | $258K | Sell |
4,338
-665
| -13% | -$39.6K | 0.17% | 47 |
|
|
2020
Q2 | $276K | Buy |
+5,003
| New | +$276K | 0.2% | 40 |
|
|
2019
Q3 | – | Sell |
-5,609
| Closed | -$320K | – | 42 |
|
|
2019
Q2 | $320K | Buy |
5,609
+555
| +11% | +$31.7K | 0.31% | 25 |
|
|
2019
Q1 | $299K | Buy |
5,054
+34
| +0.7% | +$2.01K | 0.31% | 26 |
|
|
2018
Q4 | $282K | Buy |
+5,020
| New | +$282K | 0.35% | 25 |
|