BerganKDV Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $4.08M | Buy |
109,818
+772
| +0.7% | +$28.7K | 0.41% | 56 |
|
|
2023
Q1 | $4.24M | Buy |
109,046
+11,965
| +12% | +$465K | 0.44% | 55 |
|
|
2022
Q4 | $3.82M | Buy |
97,081
+1,426
| +1% | +$56.2K | 0.41% | 56 |
|
|
2022
Q3 | $3.63M | Buy |
95,655
+3,544
| +4% | +$135K | 0.43% | 48 |
|
|
2022
Q2 | $4.68M | Buy |
92,111
+3,397
| +4% | +$172K | 0.54% | 36 |
|
|
2022
Q1 | $4.52M | Buy |
88,714
+3,419
| +4% | +$174K | 0.48% | 41 |
|
|
2021
Q4 | $4.43M | Sell |
85,295
-2,722
| -3% | -$141K | 0.46% | 44 |
|
|
2021
Q3 | $4.75M | Buy |
88,017
+3,373
| +4% | +$182K | 0.54% | 37 |
|
|
2021
Q2 | $4.74M | Buy |
84,644
+3,155
| +4% | +$177K | 0.56% | 34 |
|
|
2021
Q1 | $4.74M | Buy |
81,489
+75
| +0.1% | +$4.36K | 0.61% | 32 |
|
|
2020
Q4 | $4.78M | Sell |
81,414
-526
| -0.6% | -$30.9K | 0.67% | 32 |
|
|
2020
Q3 | $4.88M | Sell |
81,940
-1,347
| -2% | -$80.1K | 0.77% | 28 |
|
|
2020
Q2 | $4.59M | Buy |
83,287
+3,755
| +5% | +$207K | 0.79% | 30 |
|
|
2020
Q1 | $4.27M | Buy |
79,532
+14,301
| +22% | +$768K | 0.88% | 25 |
|
|
2019
Q4 | $4.01M | Buy |
65,231
+626
| +1% | +$38.4K | 0.71% | 27 |
|
|
2019
Q3 | $3.9M | Buy |
64,605
+381
| +0.6% | +$23K | 0.77% | 24 |
|
|
2019
Q2 | $3.67M | Sell |
64,224
-610
| -0.9% | -$34.8K | 0.73% | 25 |
|
|
2019
Q1 | $3.83M | Buy |
64,834
+992
| +2% | +$58.7K | 0.78% | 20 |
|
|
2018
Q4 | $3.59M | Buy |
63,842
+3,897
| +7% | +$219K | 0.84% | 19 |
|
|
2018
Q3 | $3.2M | Sell |
59,945
-3,908
| -6% | -$209K | 0.69% | 24 |
|
|
2018
Q2 | $3.21M | Buy |
63,853
+201
| +0.3% | +$10.1K | 0.72% | 20 |
|
|
2018
Q1 | $3.04M | Buy |
63,652
+1,846
| +3% | +$88.3K | 0.83% | 18 |
|
|
2017
Q4 | $3.27M | Buy |
61,806
+242
| +0.4% | +$12.8K | 0.78% | 21 |
|
|
2017
Q3 | $3.05M | Buy |
61,564
+909
| +1% | +$45K | 0.76% | 23 |
|
|
2017
Q2 | $2.71M | Buy |
60,655
+7,039
| +13% | +$314K | 0.77% | 19 |
|
|
2017
Q1 | $2.61M | Buy |
53,616
+6,798
| +15% | +$331K | 0.78% | 17 |
|
|
2016
Q4 | $2.5M | Buy |
46,818
+7,778
| +20% | +$415K | 0.83% | 19 |
|
|
2016
Q3 | $2.03M | Buy |
39,040
+12,098
| +45% | +$629K | 0.7% | 21 |
|
|
2016
Q2 | $1.5M | Sell |
26,942
-696
| -3% | -$38.9K | 0.64% | 37 |
|
|
2016
Q1 | $1.5M | Buy |
+27,638
| New | +$1.5M | 0.9% | 23 |
|