BigSur Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $615K | Sell |
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|
2023
Q1 | $702K | Sell |
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|
2022
Q4 | $716K | Hold |
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|
2022
Q3 | $690K | Sell |
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|
2022
Q2 | $1.08M | Hold |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $944K | Sell |
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|
2021
Q3 | $1.17M | Hold |
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $1.33M | Buy |
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|
2020
Q4 | $1.27M | Hold |
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|
2020
Q3 | $1.29M | Buy |
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|
2020
Q2 | $1.12M | Sell |
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|
2020
Q1 | $1.13M | Buy |
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|
2019
Q4 | $1.27M | Hold |
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|
2019
Q3 | $1.25M | Hold |
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|
2019
Q2 | $1.17M | Sell |
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|
2019
Q1 | $1.37M | Hold |
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|
2018
Q4 | $1.3M | Buy |
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|
2018
Q3 | $957K | Buy |
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|
2018
Q2 | $863K | Sell |
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|
2018
Q1 | $845K | Sell |
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|
2017
Q4 | $1.09M | Buy |
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|
2017
Q3 | $850K | Hold |
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|
2017
Q2 | $839K | Hold |
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|
2017
Q1 | $797K | Sell |
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|
2016
Q4 | $954K | Buy |
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