Berger Financial Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Buy |
10,856
+547
| +5% | +$23.7K | 0.03% | 272 |
|
|
2025
Q1 | $468K | Sell |
10,309
-454
| -4% | -$20.6K | 0.03% | 267 |
|
|
2024
Q4 | $430K | Sell |
10,763
-1,399
| -12% | -$55.9K | 0.03% | 272 |
|
|
2024
Q3 | $546K | Buy |
12,162
+585
| +5% | +$26.3K | 0.04% | 223 |
|
|
2024
Q2 | $477K | Sell |
11,577
-243
| -2% | -$10K | 0.04% | 221 |
|
|
2024
Q1 | $496K | Buy |
11,820
+1,743
| +17% | +$73.1K | 0.04% | 209 |
|
|
2023
Q4 | $380K | Buy |
10,077
+750
| +8% | +$28.3K | 0.04% | 192 |
|
|
2023
Q3 | $302K | Sell |
9,327
-1,903
| -17% | -$61.7K | 0.03% | 209 |
|
|
2023
Q2 | $418K | Sell |
11,230
-308
| -3% | -$11.5K | 0.05% | 177 |
|
|
2023
Q1 | $449K | Sell |
11,538
-1,311
| -10% | -$51K | 0.05% | 167 |
|
|
2022
Q4 | $506K | Sell |
12,849
-88,663
| -87% | -$3.49M | 0.07% | 148 |
|
|
2022
Q3 | $3.85M | Buy |
101,512
+2,817
| +3% | +$107K | 0.57% | 52 |
|
|
2022
Q2 | $500K | Buy |
98,695
+250
| +0.3% | +$1.27K | 0.07% | 140 |
|
|
2022
Q1 | $5.02M | Buy |
98,445
+7,807
| +9% | +$398K | 0.64% | 40 |
|
|
2021
Q4 | $4.71M | Buy |
90,638
+10,367
| +13% | +$539K | 0.62% | 54 |
|
|
2021
Q3 | $4.34M | Buy |
80,271
+840
| +1% | +$45.4K | 0.78% | 46 |
|
|
2021
Q2 | $4.45M | Buy |
79,431
+3,292
| +4% | +$184K | 0.8% | 44 |
|
|
2021
Q1 | $4.43M | Buy |
76,139
+2,005
| +3% | +$117K | 0.96% | 30 |
|
|
2020
Q4 | $4.36M | Buy |
+74,134
| New | +$4.36M | 0.76% | 36 |
|