Beta Wealth 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 | $319K | Buy |
7,365
+111
| +2% | +$4.8K | 0.12% | 90 |
|
|
2025
Q1 | $329K | Sell |
7,254
-289
| -4% | -$13.1K | 0.12% | 88 |
|
|
2024
Q4 | $302K | Buy |
7,543
+6
| +0.1% | +$240 | 0.13% | 94 |
|
|
2024
Q3 | $338K | Buy |
7,537
+407
| +6% | +$18.3K | 0.15% | 88 |
|
|
2024
Q2 | $294K | Buy |
7,130
+308
| +5% | +$12.7K | 0.14% | 87 |
|
|
2024
Q1 | $286K | Sell |
6,822
-1,000
| -13% | -$42K | 0.14% | 88 |
|
|
2023
Q4 | $295K | Sell |
7,822
-78,242
| -91% | -$2.95M | 0.15% | 87 |
|
|
2023
Q3 | $2.79M | Sell |
86,064
-20,613
| -19% | -$668K | 1.65% | 21 |
|
|
2023
Q2 | $3.97M | Buy |
106,677
+6,689
| +7% | +$249K | 2.29% | 14 |
|
|
2023
Q1 | $3.89M | Buy |
99,988
+24,705
| +33% | +$961K | 2.22% | 13 |
|
|
2022
Q4 | $2.97M | Buy |
75,283
+2,277
| +3% | +$89.7K | 1.99% | 18 |
|
|
2022
Q3 | $2.77M | Buy |
73,006
+2,715
| +4% | +$103K | 2% | 21 |
|
|
2022
Q2 | $3.57M | Sell |
70,291
-15,712
| -18% | -$797K | 2.39% | 16 |
|
|
2022
Q1 | $4.38M | Buy |
86,003
+13,506
| +19% | +$688K | 2.93% | 11 |
|
|
2021
Q4 | $3.92M | Hold |
72,497
| – | – | 2.82% | 12 |
|
|
2021
Q3 | $3.92M | Buy |
72,497
+4,048
| +6% | +$219K | 2.82% | 12 |
|
|
2021
Q2 | $3.84M | Buy |
68,449
+3,507
| +5% | +$196K | 2.67% | 13 |
|
|
2021
Q1 | $3.78M | Buy |
64,942
+50,844
| +361% | +$2.96M | 2.75% | 13 |
|
|
2020
Q4 | $828K | Buy |
+14,098
| New | +$828K | 0.71% | 30 |
|