BWP
Bernardo Wealth Planning’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,684
| Closed | -$328K | – | 117 |
|
|
2024
Q4 | $328K | Buy |
8,684
+22
| +0.3% | +$832 | 0.08% | 85 |
|
|
2024
Q3 | $380K | Sell |
8,662
-71
| -0.8% | -$3.12K | 0.09% | 76 |
|
|
2024
Q2 | $360K | Sell |
8,733
-935
| -10% | -$38.6K | 0.1% | 69 |
|
|
2024
Q1 | $406K | Sell |
9,668
-626
| -6% | -$26.3K | 0.11% | 67 |
|
|
2023
Q4 | $388K | Sell |
10,294
-81
| -0.8% | -$3.05K | 0.12% | 64 |
|
|
2023
Q3 | $336K | Buy |
10,375
+130
| +1% | +$4.21K | 0.13% | 62 |
|
|
2023
Q2 | $381K | Sell |
10,245
-67
| -0.6% | -$2.49K | 0.15% | 57 |
|
|
2023
Q1 | $401K | Buy |
10,312
+264
| +3% | +$10.3K | 0.17% | 58 |
|
|
2022
Q4 | $396K | Sell |
10,048
-2,223
| -18% | -$87.6K | 0.19% | 57 |
|
|
2022
Q3 | $433K | Sell |
12,271
-835
| -6% | -$29.5K | 0.25% | 49 |
|
|
2022
Q2 | $665K | Buy |
13,106
+152
| +1% | +$7.71K | 0.38% | 40 |
|
|
2022
Q1 | $659K | Buy |
12,954
+998
| +8% | +$50.8K | 0.33% | 41 |
|
|
2021
Q4 | $621K | Buy |
11,956
+79
| +0.7% | +$4.1K | 0.3% | 42 |
|
|
2021
Q3 | $641K | Sell |
11,877
-1,517
| -11% | -$81.9K | 0.37% | 40 |
|
|
2021
Q2 | $750K | Sell |
13,394
-8
| -0.1% | -$448 | 0.45% | 37 |
|
|
2021
Q1 | $779K | Sell |
13,402
-24,573
| -65% | -$1.43M | 0.5% | 35 |
|
|
2020
Q4 | $2.23M | Buy |
37,975
+2,422
| +7% | +$142K | 0.86% | 25 |
|
|
2020
Q3 | $2.12M | Buy |
35,553
+1,877
| +6% | +$112K | 0.95% | 22 |
|
|
2020
Q2 | $1.86M | Buy |
33,676
+1,368
| +4% | +$75.4K | 1% | 20 |
|
|
2020
Q1 | $1.74M | Buy |
32,308
+670
| +2% | +$36K | 1.21% | 17 |
|
|
2019
Q4 | $1.94M | Buy |
31,638
+198
| +0.6% | +$12.2K | 1.18% | 16 |
|
|
2019
Q3 | $1.9M | Sell |
31,440
-410
| -1% | -$24.7K | 1.37% | 15 |
|
|
2019
Q2 | $1.82M | Sell |
31,850
-111
| -0.3% | -$6.34K | 1.43% | 17 |
|
|
2019
Q1 | $1.89M | Buy |
31,961
+465
| +1% | +$27.5K | 1.5% | 15 |
|
|
2018
Q4 | $1.77M | Buy |
+31,496
| New | +$1.77M | 1.57% | 11 |
|