BHPW
Beverly Hills Private Wealth’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.4M | Buy |
147,820
+13,169
| +10% | +$570K | 1.2% | 15 |
|
|
2025
Q1 | $6.11M | Buy |
134,651
+25,729
| +24% | +$1.17M | 1.21% | 13 |
|
|
2024
Q4 | $4.36M | Sell |
108,922
-4,286
| -4% | -$171K | 0.88% | 22 |
|
|
2024
Q3 | $5.08M | Sell |
113,208
-4,983
| -4% | -$224K | 1.03% | 18 |
|
|
2024
Q2 | $4.87M | Buy |
118,191
+24,602
| +26% | +$1.01M | 1.06% | 16 |
|
|
2024
Q1 | $3.93M | Buy |
93,589
+29,799
| +47% | +$1.25M | 0.91% | 23 |
|
|
2023
Q4 | $2.4M | Sell |
63,790
-14,391
| -18% | -$543K | 0.63% | 43 |
|
|
2023
Q3 | $2.53M | Sell |
78,181
-57,463
| -42% | -$1.86M | 0.75% | 32 |
|
|
2023
Q2 | $4.42M | Buy |
135,644
+62,282
| +85% | +$2.03M | 0.73% | 37 |
|
|
2023
Q1 | $2.85M | Buy |
73,362
+15,929
| +28% | +$619K | 0.88% | 29 |
|
|
2022
Q4 | $2.26M | Buy |
+57,433
| New | +$2.26M | 0.99% | 27 |
|