BWL
Bogart Wealth LLC’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Buy |
281,372
+88,394
| +46% | +$3.82M | 0.52% | 46 |
|
|
2025
Q1 | $8.75M | Buy |
192,978
+7,254
| +4% | +$329K | 0.41% | 56 |
|
|
2024
Q4 | $7.43M | Buy |
185,724
+168,224
| +961% | +$6.73M | 0.35% | 69 |
|
|
2024
Q3 | $786K | Sell |
17,500
-302
| -2% | -$13.6K | 0.04% | 133 |
|
|
2024
Q2 | $734K | Buy |
17,802
+1,706
| +11% | +$70.4K | 0.04% | 132 |
|
|
2024
Q1 | $675K | Sell |
16,096
-597
| -4% | -$25.1K | 0.03% | 129 |
|
|
2023
Q4 | $629K | Sell |
16,693
-345
| -2% | -$13K | 0.04% | 138 |
|
|
2023
Q3 | $552K | Buy |
17,038
+821
| +5% | +$26.6K | 0.03% | 138 |
|
|
2023
Q2 | $603K | Buy |
16,217
+414
| +3% | +$15.4K | 0.04% | 135 |
|
|
2023
Q1 | $615K | Buy |
15,803
+632
| +4% | +$24.6K | 0.04% | 132 |
|
|
2022
Q4 | $598K | Sell |
15,171
-204,710
| -93% | -$8.07M | 0.04% | 135 |
|
|
2022
Q3 | $8.35M | Buy |
219,881
+33,912
| +18% | +$1.29M | 0.7% | 28 |
|
|
2022
Q2 | $9.44M | Buy |
185,969
+24,299
| +15% | +$1.23M | 0.83% | 21 |
|
|
2022
Q1 | $8.24M | Buy |
161,670
+32,218
| +25% | +$1.64M | 0.7% | 20 |
|
|
2021
Q4 | $6.73M | Buy |
129,452
+5,120
| +4% | +$266K | 0.61% | 30 |
|
|
2021
Q3 | $6.72M | Buy |
124,332
+22,830
| +22% | +$1.23M | 0.68% | 18 |
|
|
2021
Q2 | $5.69M | Buy |
101,502
+13,063
| +15% | +$732K | 0.62% | 22 |
|
|
2021
Q1 | $5.14M | Buy |
88,439
+23,514
| +36% | +$1.37M | 0.72% | 19 |
|
|
2020
Q4 | $3.81M | Buy |
64,925
+3,622
| +6% | +$213K | 0.71% | 21 |
|
|
2020
Q3 | $3.65M | Buy |
61,303
+3,624
| +6% | +$216K | 0.81% | 18 |
|
|
2020
Q2 | $3.18M | Buy |
57,679
+170
| +0.3% | +$9.37K | 0.75% | 22 |
|
|
2020
Q1 | $3.09M | Sell |
57,509
-1,148
| -2% | -$61.7K | 0.84% | 17 |
|
|
2019
Q4 | $3.6M | Buy |
58,657
+1,105
| +2% | +$67.9K | 1.15% | 11 |
|
|
2019
Q3 | $3.47M | Sell |
57,552
-9,774
| -15% | -$590K | 1.71% | 6 |
|
|
2019
Q2 | $3.85M | Buy |
67,326
+22,327
| +50% | +$1.28M | 2.32% | 4 |
|
|
2019
Q1 | $2.66M | Buy |
44,999
+2,383
| +6% | +$141K | 1.28% | 7 |
|
|
2018
Q4 | $2.4M | Buy |
42,616
+249
| +0.6% | +$14K | 1.2% | 9 |
|
|
2018
Q3 | $2.26M | Buy |
42,367
+2,535
| +6% | +$135K | 1.31% | 11 |
|
|
2018
Q2 | $2M | Buy |
39,832
+1,327
| +3% | +$66.7K | 1.22% | 11 |
|
|
2018
Q1 | $1.86M | Buy |
38,505
+1,971
| +5% | +$95.1K | 1.07% | 13 |
|
|
2017
Q4 | $1.93M | Sell |
36,534
-3,264
| -8% | -$173K | 1.24% | 11 |
|
|
2017
Q3 | $1.95M | Buy |
39,798
+416
| +1% | +$20.4K | 1.44% | 8 |
|
|
2017
Q2 | $1.76M | Buy |
39,382
+13,056
| +50% | +$583K | 1.13% | 16 |
|
|
2017
Q1 | $1.28M | Buy |
26,326
+1,928
| +8% | +$94K | 0.85% | 16 |
|
|
2016
Q4 | $1.3M | Buy |
+24,398
| New | +$1.3M | 0.88% | 13 |
|