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 |
|