BMS Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $336K | Sell |
9,044
-3,744
| -29% | -$139K | 0.22% | 86 |
|
|
2023
Q1 | $497K | Buy |
12,788
+4,069
| +47% | +$158K | 0.34% | 69 |
|
|
2022
Q4 | $344K | Sell |
8,719
-902
| -9% | -$35.5K | 0.23% | 73 |
|
|
2022
Q3 | $365K | Sell |
9,621
-324
| -3% | -$12.3K | 0.26% | 76 |
|
|
2022
Q2 | $505K | Buy |
9,945
+492
| +5% | +$25K | 0.33% | 56 |
|
|
2022
Q1 | $482K | Sell |
9,453
-48
| -0.5% | -$2.45K | 0.31% | 68 |
|
|
2021
Q4 | $494K | Buy |
+9,501
| New | +$494K | 0.31% | 64 |
|