Bison Wealth’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$407K Sell
10,186
-7,418
-42% -$297K 0.09% 180
2024
Q3
$791K Sell
17,604
-23,725
-57% -$1.07M 0.13% 166
2024
Q2
$1.73M Hold
41,329
0.28% 87
2024
Q1
$1.73M Buy
41,329
+854
+2% +$35.8K 0.28% 87
2023
Q4
$1.53M Buy
40,475
+1,158
+3% +$43.7K 0.27% 92
2023
Q3
$1.27M Sell
39,317
-365
-0.9% -$11.8K 0.25% 105
2023
Q2
$1.48M Buy
39,682
+12,823
+48% +$477K 0.27% 97
2023
Q1
$1.01M Buy
26,859
+856
+3% +$32.2K 0.31% 95
2022
Q4
$1.07M Sell
26,003
-41
-0.2% -$1.68K 0.34% 93
2022
Q3
$988K Buy
26,044
+3,139
+14% +$119K 0.39% 81
2022
Q2
$1.16M Buy
22,905
+73
+0.3% +$3.7K 0.67% 46
2022
Q1
$1.16M Sell
22,832
-574
-2% -$29.2K 0.59% 42
2021
Q4
$1.22M Sell
23,406
-3,489
-13% -$181K 0.71% 33
2021
Q3
$1.45M Buy
26,895
+603
+2% +$32.6K 0.66% 30
2021
Q2
$1.47M Sell
26,292
-4,446
-14% -$249K 0.64% 31
2021
Q1
$1.79M Buy
30,738
+3,115
+11% +$181K 0.77% 27
2020
Q4
$1.62M Buy
27,623
+1,154
+4% +$67.8K 0.76% 27
2020
Q3
$1.58M Buy
26,469
+531
+2% +$31.6K 0.92% 24
2020
Q2
$1.43M Sell
25,938
-3,006
-10% -$166K 0.9% 24
2020
Q1
$1.56M Sell
28,944
-5,358
-16% -$288K 1.13% 19
2019
Q4
$2.11M Buy
34,302
+491
+1% +$30.1K 1.01% 23
2019
Q3
$2.04M Buy
33,811
+911
+3% +$55K 1.13% 20
2019
Q2
$1.88M Buy
32,900
+1,072
+3% +$61.3K 1.1% 20
2019
Q1
$1.88M Buy
31,828
+2,729
+9% +$161K 1.16% 18
2018
Q4
$1.64M Buy
29,099
+112
+0.4% +$6.3K 1.19% 20
2018
Q3
$1.55M Buy
28,987
+2,584
+10% +$138K 1.01% 24
2018
Q2
$1.33M Buy
26,403
+1,577
+6% +$79.3K 0.99% 26
2018
Q1
$1.19M Sell
24,826
-3,222
-11% -$154K 0.91% 28
2017
Q4
$1.49M Sell
28,048
-1,199
-4% -$63.5K 1.09% 20
2017
Q3
$1.45M Sell
29,247
-920
-3% -$45.5K 1.16% 17
2017
Q2
$1.35M Sell
30,167
-1,072
-3% -$47.9K 1.11% 19
2017
Q1
$1.52M Sell
31,239
-7,182
-19% -$350K 1.31% 17
2016
Q4
$2.05M Sell
38,421
-3,140
-8% -$168K 1.75% 8
2016
Q3
$2.16M Sell
41,561
-12,749
-23% -$663K 1.83% 9
2016
Q2
$3M Sell
54,310
-448
-0.8% -$24.8K 1.81% 7
2016
Q1
$2.93M Sell
54,758
-3,567
-6% -$191K 1.88% 7
2015
Q4
$2.66M Buy
58,325
+2,406
+4% +$110K 1.52% 11
2015
Q3
$2.4M Buy
55,919
+10,972
+24% +$471K 1.58% 12
2015
Q2
$2.07M Buy
44,947
+2,114
+5% +$97.4K 1.21% 15
2015
Q1
$2.08M Buy
42,833
+1,679
+4% +$81.7K 1.26% 15
2014
Q4
$1.93M Buy
+41,154
New +$1.93M 1.46% 14