BWAM
Boyd Watterson Asset Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Buy |
7,943
+72
| +0.9% | +$3.12K | 0.11% | 110 |
|
|
2025
Q1 | $357K | Sell |
7,871
-153
| -2% | -$6.94K | 0.11% | 110 |
|
|
2024
Q4 | $321K | Sell |
8,024
-17
| -0.2% | -$680 | 0.09% | 112 |
|
|
2024
Q3 | $361K | Sell |
8,041
-75
| -0.9% | -$3.37K | 0.1% | 105 |
|
|
2024
Q2 | $335K | Hold |
8,116
| – | – | 0.1% | 106 |
|
|
2024
Q1 | $341K | Buy |
8,116
+4
| +0% | +$168 | 0.12% | 104 |
|
|
2023
Q4 | $306K | Sell |
8,112
-56
| -0.7% | -$2.11K | 0.12% | 108 |
|
|
2023
Q3 | $265K | Sell |
8,168
-5
| -0.1% | -$162 | 0.12% | 110 |
|
|
2023
Q2 | $304K | Sell |
8,173
-2,070
| -20% | -$77K | 0.12% | 106 |
|
|
2023
Q1 | $398K | Buy |
10,243
+863
| +9% | +$33.6K | 0.16% | 102 |
|
|
2022
Q4 | $370K | Buy |
9,380
+2,846
| +44% | +$112K | 0.15% | 107 |
|
|
2022
Q3 | $248K | Sell |
6,534
-16
| -0.2% | -$607 | 0.11% | 116 |
|
|
2022
Q2 | $332K | Sell |
6,550
-75
| -1% | -$3.8K | 0.14% | 112 |
|
|
2022
Q1 | $337K | Buy |
6,625
+18
| +0.3% | +$916 | 0.12% | 119 |
|
|
2021
Q4 | $343K | Sell |
6,607
-56
| -0.8% | -$2.91K | 0.11% | 119 |
|
|
2021
Q3 | $360K | Sell |
6,663
-5,003
| -43% | -$270K | 0.13% | 117 |
|
|
2021
Q2 | $654K | Buy |
11,666
+12
| +0.1% | +$673 | 0.26% | 95 |
|
|
2021
Q1 | $678K | Sell |
11,654
-1,629
| -12% | -$94.8K | 0.3% | 93 |
|
|
2020
Q4 | $780K | Sell |
13,283
-6,536
| -33% | -$384K | 0.37% | 82 |
|
|
2020
Q3 | $1.18M | Buy |
19,819
+5,511
| +39% | +$328K | 0.65% | 51 |
|
|
2020
Q2 | $789K | Hold |
14,308
| – | – | 0.53% | 59 |
|
|
2020
Q1 | $769K | Sell |
14,308
-11
| -0.1% | -$591 | 0.63% | 49 |
|
|
2019
Q4 | $879K | Sell |
14,319
-130
| -0.9% | -$7.98K | 0.58% | 57 |
|
|
2019
Q3 | $872K | Sell |
14,449
-132
| -0.9% | -$7.97K | 0.61% | 52 |
|
|
2019
Q2 | $833K | Buy |
14,581
+121
| +0.8% | +$6.91K | 0.57% | 55 |
|
|
2019
Q1 | $855K | Buy |
14,460
+1,287
| +10% | +$76.1K | 0.54% | 58 |
|
|
2018
Q4 | $741K | Sell |
13,173
-2,262
| -15% | -$127K | 0.54% | 57 |
|
|
2018
Q3 | $824K | Buy |
15,435
+273
| +2% | +$14.6K | 0.47% | 64 |
|
|
2018
Q2 | $763K | Sell |
15,162
-3,932
| -21% | -$198K | 0.44% | 66 |
|
|
2018
Q1 | $913K | Sell |
19,094
-616
| -3% | -$29.5K | 0.45% | 62 |
|
|
2017
Q4 | $1.04M | Sell |
19,710
-616
| -3% | -$32.6K | 0.5% | 53 |
|
|
2017
Q3 | $1.01M | Sell |
20,326
-255
| -1% | -$12.6K | 0.5% | 60 |
|
|
2017
Q2 | $919K | Sell |
20,581
-2,122
| -9% | -$94.8K | 0.47% | 57 |
|
|
2017
Q1 | $1.11M | Sell |
22,703
-187
| -0.8% | -$9.12K | 0.55% | 54 |
|
|
2016
Q4 | $1.22M | Sell |
22,890
-559
| -2% | -$29.8K | 0.65% | 49 |
|
|
2016
Q3 | $1.22M | Buy |
23,449
+8,319
| +55% | +$432K | 0.6% | 53 |
|
|
2016
Q2 | $845K | Buy |
15,130
+6,557
| +76% | +$366K | 0.4% | 71 |
|
|
2016
Q1 | $464K | Sell |
8,573
-16,573
| -66% | -$897K | 0.22% | 114 |
|
|
2015
Q4 | $1.16M | Sell |
25,146
-409
| -2% | -$18.9K | 0.55% | 58 |
|
|
2015
Q3 | $1.11M | Sell |
25,555
-1,511
| -6% | -$65.8K | 0.47% | 64 |
|
|
2015
Q2 | $1.26M | Sell |
27,066
-553
| -2% | -$25.8K | 0.49% | 59 |
|
|
2015
Q1 | $1.34M | Buy |
27,619
+710
| +3% | +$34.5K | 0.54% | 55 |
|
|
2014
Q4 | $1.26M | Sell |
26,909
-108
| -0.4% | -$5.05K | 0.54% | 53 |
|
|
2014
Q3 | $1.35M | Buy |
27,017
+453
| +2% | +$22.7K | 0.59% | 48 |
|
|
2014
Q2 | $1.3M | Sell |
26,564
-1,590
| -6% | -$77.8K | 0.56% | 51 |
|
|
2014
Q1 | $1.34M | Sell |
28,154
-579
| -2% | -$27.5K | 0.63% | 42 |
|
|
2013
Q4 | $1.41M | Sell |
28,733
-1,433
| -5% | -$70.4K | 0.66% | 42 |
|
|
2013
Q3 | $1.41M | Sell |
30,166
-3,071
| -9% | -$143K | 0.67% | 37 |
|
|
2013
Q2 | $1.67M | Buy |
+33,237
| New | +$1.67M | 0.85% | 30 |
|