Bogart Wealth LLC’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.5M | Buy |
288,730
+12,936
| +5% | +$600K | 0.56% | 34 |
|
|
2025
Q4 | $11.2M | Sell |
275,794
-1,755
| -0.6% | -$71.2K | 0.45% | 51 |
|
|
2025
Q3 | $12.2M | Sell |
277,549
-3,823
| -1% | -$165K | 0.49% | 43 |
|
|
2025
Q2 | $12.2M | Buy |
281,372
+88,394
| +46% | +$3.83M | 0.52% | 46 |
|
|
2025
Q1 | $8.75M | Buy |
192,978
+7,254
| +4% | +$302K | 0.41% | 56 |
|
|
2024
Q4 | $7.43M | Buy |
185,724
+168,224
| +961% | +$7.1M | 0.35% | 69 |
|
|
2024
Q3 | $786K | Sell |
17,500
-302
| -2% | -$12.6K | 0.04% | 133 |
|
|
2024
Q2 | $734K | Buy |
17,802
+1,706
| +11% | +$68.8K | 0.04% | 132 |
|
|
2024
Q1 | $675K | Sell |
16,096
-597
| -4% | -$24.1K | 0.03% | 129 |
|
|
2023
Q4 | $629K | Sell |
16,693
-345
| -2% | -$12.2K | 0.04% | 138 |
|
|
2023
Q3 | $552K | Buy |
17,038
+821
| +5% | +$27.7K | 0.03% | 138 |
|
|
2023
Q2 | $603K | Buy |
16,217
+414
| +3% | +$15.3K | 0.04% | 135 |
|
|
2023
Q1 | $615K | Buy |
15,803
+632
| +4% | +$24.9K | 0.04% | 132 |
|
|
2022
Q4 | $598K | Sell |
15,171
-204,710
| -93% | -$7.71M | 0.04% | 135 |
|
|
2022
Q3 | $8.35M | Buy |
219,881
+33,912
| +18% | +$1.51M | 0.7% | 28 |
|
|
2022
Q2 | $9.44M | Buy |
185,969
+24,299
| +15% | +$1.23M | 0.83% | 21 |
|
|
2022
Q1 | $8.23M | Buy |
161,670
+32,218
| +25% | +$1.71M | 0.7% | 20 |
|
|
2021
Q4 | $6.73M | Buy |
129,452
+5,120
| +4% | +$267K | 0.61% | 30 |
|
|
2021
Q3 | $6.71M | Buy |
124,332
+22,830
| +22% | +$1.26M | 0.68% | 18 |
|
|
2021
Q2 | $5.69M | Buy |
101,502
+13,063
| +15% | +$750K | 0.62% | 22 |
|
|
2021
Q1 | $5.14M | Buy |
88,439
+23,514
| +36% | +$1.33M | 0.72% | 19 |
|
|
2020
Q4 | $3.81M | Buy |
64,925
+3,622
| +6% | +$215K | 0.71% | 21 |
|
|
2020
Q3 | $3.65M | Buy |
61,303
+3,624
| +6% | +$211K | 0.81% | 18 |
|
|
2020
Q2 | $3.18M | Buy |
57,679
+170
| +0.3% | +$9.56K | 0.75% | 22 |
|
|
2020
Q1 | $3.09M | Sell |
57,509
-1,148
| -2% | -$65.7K | 0.84% | 17 |
|
|
2019
Q4 | $3.6M | Buy |
58,657
+1,105
| +2% | +$66.7K | 1.15% | 11 |
|
|
2019
Q3 | $3.47M | Sell |
57,552
-9,774
| -15% | -$563K | 1.71% | 6 |
|
|
2019
Q2 | $3.85M | Buy |
67,326
+22,327
| +50% | +$1.29M | 2.32% | 4 |
|
|
2019
Q1 | $2.66M | Buy |
44,999
+2,383
| +6% | +$135K | 1.28% | 7 |
|
|
2018
Q4 | $2.4M | Buy |
42,616
+249
| +0.6% | +$14.1K | 1.2% | 9 |
|
|
2018
Q3 | $2.26M | Buy |
42,367
+2,535
| +6% | +$134K | 1.31% | 11 |
|
|
2018
Q2 | $2M | Buy |
39,832
+1,327
| +3% | +$64.2K | 1.22% | 11 |
|
|
2018
Q1 | $1.86M | Buy |
38,505
+1,971
| +5% | +$99.1K | 1.07% | 13 |
|
|
2017
Q4 | $1.93M | Sell |
36,534
-3,264
| -8% | -$161K | 1.24% | 11 |
|
|
2017
Q3 | $1.95M | Buy |
39,798
+416
| +1% | +$19.6K | 1.44% | 8 |
|
|
2017
Q2 | $1.76M | Buy |
39,382
+13,056
| +50% | +$608K | 1.13% | 16 |
|
|
2017
Q1 | $1.28M | Buy |
26,326
+1,928
| +8% | +$96.7K | 0.85% | 16 |
|
|
2016
Q4 | $1.3M | Buy |
+24,398
| New | +$1.22M | 0.88% | 13 |
|
Other funds holding VZ
VCM
VPM
Bogart Wealth LLC's VZ Position: Q1 2026 in Review
Bogart Wealth LLC increased its Verizon (VZ) stake by 4.7% in Q1 2026, buying an estimated $600K and bringing the position to 288,730 shares worth $14.5M. The position accounts for 0.56% of the portfolio, ranked #34.
Bogart Wealth LLC first reported a position in VZ in Q4 2016 and has held it in 38 quarters since. 3,259 funds tracked by Wall St. Rank hold VZ as of Q1 2026.
- Bogart Wealth LLC held 288,730 shares of Verizon worth $14.5M as of Q1 2026.
- Bogart Wealth LLC bought 12,936 Verizon shares in Q1 2026, an estimated $600K.
- Verizon made up 0.56% of Bogart Wealth LLC's portfolio in Q1 2026, its #34 holding.
- Bogart Wealth LLC first reported a position in Verizon in Q4 2016 and has held it in 38 quarters since.
- 3,259 funds tracked by Wall St. Rank held Verizon as of Q1 2026.
Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.