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 |
|