Boston Financial Management’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$279K Buy
6,975
+530
+8% +$21.2K 0.01% 293
2024
Q3
$289K Sell
6,445
-1,793
-22% -$80.5K 0.01% 284
2024
Q2
$340K Sell
8,238
-932
-10% -$38.4K 0.01% 274
2024
Q1
$385K Buy
9,170
+1,278
+16% +$53.6K 0.01% 268
2023
Q4
$298K Sell
7,892
-247
-3% -$9.31K 0.01% 283
2023
Q3
$264K Sell
8,139
-46,617
-85% -$1.51M 0.01% 278
2023
Q2
$2.04M Sell
54,756
-14,486
-21% -$539K 0.07% 139
2023
Q1
$2.69M Sell
69,242
-987
-1% -$38.4K 0.11% 121
2022
Q4
$2.77M Buy
70,229
+5,649
+9% +$223K 0.11% 117
2022
Q3
$2.45M Buy
64,580
+34,649
+116% +$1.32M 0.11% 115
2022
Q2
$1.52M Buy
29,931
+4,871
+19% +$247K 0.07% 132
2022
Q1
$1.28M Buy
25,060
+8,062
+47% +$411K 0.05% 150
2021
Q4
$883K Sell
16,998
-1,442
-8% -$74.9K 0.03% 153
2021
Q3
$996K Buy
18,440
+5,524
+43% +$298K 0.04% 138
2021
Q2
$724K Buy
12,916
+205
+2% +$11.5K 0.03% 152
2021
Q1
$739K Sell
12,711
-1,920
-13% -$112K 0.03% 143
2020
Q4
$860K Sell
14,631
-1,766
-11% -$104K 0.04% 135
2020
Q3
$975K Sell
16,397
-658
-4% -$39.1K 0.05% 127
2020
Q2
$940K Sell
17,055
-1,183
-6% -$65.2K 0.05% 128
2020
Q1
$980K Sell
18,238
-10,277
-36% -$552K 0.06% 118
2019
Q4
$1.75M Sell
28,515
-4,765
-14% -$293K 0.1% 113
2019
Q3
$2.01M Sell
33,280
-886
-3% -$53.5K 0.11% 109
2019
Q2
$1.95M Sell
34,166
-3,403
-9% -$194K 0.11% 112
2019
Q1
$2.22M Sell
37,569
-2,447
-6% -$145K 0.14% 110
2018
Q4
$2.25M Buy
40,016
+771
+2% +$43.4K 0.16% 110
2018
Q3
$2.1M Buy
39,245
+16,588
+73% +$886K 0.12% 124
2018
Q2
$1.14M Sell
22,657
-1,671
-7% -$84.1K 0.08% 145
2018
Q1
$1.16M Sell
24,328
-10,494
-30% -$502K 0.08% 153
2017
Q4
$1.84M Sell
34,822
-13,498
-28% -$714K 0.12% 141
2017
Q3
$2.39M Sell
48,320
-14,347
-23% -$710K 0.17% 129
2017
Q2
$2.8M Sell
62,667
-192,064
-75% -$8.58M 0.2% 126
2017
Q1
$12.4M Buy
254,731
+2,307
+0.9% +$112K 0.92% 29
2016
Q4
$13.5M Buy
252,424
+1,969
+0.8% +$105K 1.06% 18
2016
Q3
$13M Sell
250,455
-11,608
-4% -$603K 1.06% 20
2016
Q2
$14.6M Buy
262,063
+166,386
+174% +$9.29M 1.19% 15
2016
Q1
$5.17M Sell
95,677
-4,412
-4% -$239K 0.78% 46
2015
Q4
$4.63M Buy
100,089
+2,448
+3% +$113K 0.66% 58
2015
Q3
$4.25M Sell
97,641
-494
-0.5% -$21.5K 0.6% 60
2015
Q2
$4.57M Sell
98,135
-5,897
-6% -$275K 0.59% 55
2015
Q1
$5.06M Sell
104,032
-1,741
-2% -$84.7K 0.63% 54
2014
Q4
$4.95M Buy
105,773
+800
+0.8% +$37.4K 0.62% 52
2014
Q3
$5.25M Sell
104,973
-73
-0.1% -$3.65K 0.69% 47
2014
Q2
$5.14M Buy
105,046
+1,052
+1% +$51.5K 0.68% 50
2014
Q1
$4.95M Buy
103,994
+25,686
+33% +$1.22M 0.66% 51
2013
Q4
$3.85M Sell
78,308
-332
-0.4% -$16.3K 0.53% 60
2013
Q3
$3.67M Sell
78,640
-7,636
-9% -$356K 0.55% 58
2013
Q2
$4.34M Buy
+86,276
New +$4.34M 0.67% 47