Bragg Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.37M | Sell |
147,160
-8,653
| -6% | -$374K | 0.23% | 124 |
|
2025
Q1 | $7.07M | Buy |
155,813
+8,761
| +6% | +$397K | 0.29% | 113 |
|
2024
Q4 | $5.88M | Buy |
147,052
+2,135
| +1% | +$85.4K | 0.24% | 122 |
|
2024
Q3 | $6.51M | Buy |
144,917
+12,128
| +9% | +$545K | 0.27% | 118 |
|
2024
Q2 | $5.48M | Buy |
132,789
+2,943
| +2% | +$121K | 0.24% | 120 |
|
2024
Q1 | $5.45M | Sell |
129,846
-6,945
| -5% | -$291K | 0.24% | 120 |
|
2023
Q4 | $5.16M | Sell |
136,791
-16,766
| -11% | -$632K | 0.25% | 120 |
|
2023
Q3 | $4.98M | Sell |
153,557
-14,491
| -9% | -$470K | 0.26% | 121 |
|
2023
Q2 | $6.25M | Sell |
168,048
-7,591
| -4% | -$282K | 0.34% | 108 |
|
2023
Q1 | $6.83M | Sell |
175,639
-3,049
| -2% | -$119K | 0.4% | 102 |
|
2022
Q4 | $7.04M | Sell |
178,688
-13,461
| -7% | -$530K | 0.43% | 93 |
|
2022
Q3 | $7.3M | Sell |
192,149
-9,800
| -5% | -$372K | 0.5% | 83 |
|
2022
Q2 | $10.2M | Sell |
201,949
-1,026
| -0.5% | -$52.1K | 0.68% | 58 |
|
2022
Q1 | $10.3M | Buy |
202,975
+16,165
| +9% | +$823K | 0.6% | 68 |
|
2021
Q4 | $10.1M | Hold |
186,810
| – | – | 0.65% | 64 |
|
2021
Q3 | $10.1M | Buy |
186,810
+7,600
| +4% | +$410K | 0.65% | 64 |
|
2021
Q2 | $10M | Buy |
179,210
+7,588
| +4% | +$425K | 0.64% | 63 |
|
2021
Q1 | $9.98M | Buy |
171,622
+6,100
| +4% | +$355K | 0.67% | 63 |
|
2020
Q4 | $9.72M | Buy |
165,522
+6,840
| +4% | +$402K | 0.85% | 43 |
|
2020
Q3 | $9.44M | Buy |
158,682
+6,386
| +4% | +$380K | 0.97% | 36 |
|
2020
Q2 | $8.4M | Buy |
152,296
+8,240
| +6% | +$454K | 0.93% | 34 |
|
2020
Q1 | $7.74M | Buy |
144,056
+4,238
| +3% | +$228K | 1.04% | 28 |
|
2019
Q4 | $8.59M | Buy |
139,818
+2,608
| +2% | +$160K | 0.96% | 33 |
|
2019
Q3 | $8.28M | Buy |
137,210
+2,751
| +2% | +$166K | 1.01% | 30 |
|
2019
Q2 | $7.68M | Buy |
134,459
+992
| +0.7% | +$56.7K | 0.95% | 32 |
|
2019
Q1 | $7.89M | Buy |
133,467
+2,555
| +2% | +$151K | 1.03% | 29 |
|
2018
Q4 | $7.36M | Buy |
130,912
+433
| +0.3% | +$24.3K | 1.11% | 24 |
|
2018
Q3 | $6.97M | Buy |
130,479
+1,307
| +1% | +$69.8K | 0.94% | 34 |
|
2018
Q2 | $6.5M | Buy |
129,172
+1,005
| +0.8% | +$50.6K | 0.93% | 35 |
|
2018
Q1 | $6.13M | Buy |
128,167
+1,420
| +1% | +$67.9K | 0.9% | 35 |
|
2017
Q4 | $6.71M | Buy |
126,747
+3,041
| +2% | +$161K | 0.96% | 31 |
|
2017
Q3 | $6.12M | Buy |
123,706
+3,275
| +3% | +$162K | 0.94% | 30 |
|
2017
Q2 | $5.38M | Buy |
120,431
+7,161
| +6% | +$320K | 0.85% | 37 |
|
2017
Q1 | $5.52M | Buy |
113,270
+3,515
| +3% | +$171K | 0.89% | 31 |
|
2016
Q4 | $5.86M | Buy |
109,755
+9,190
| +9% | +$491K | 0.97% | 25 |
|
2016
Q3 | $5.23M | Buy |
100,565
+3,685
| +4% | +$192K | 0.93% | 25 |
|
2016
Q2 | $5.41M | Buy |
96,880
+3,300
| +4% | +$184K | 0.98% | 21 |
|
2016
Q1 | $5.06M | Buy |
93,580
+569
| +0.6% | +$30.8K | 0.97% | 21 |
|
2015
Q4 | $4.3M | Buy |
93,011
+3,584
| +4% | +$166K | 0.92% | 31 |
|
2015
Q3 | $3.89M | Buy |
89,427
+7,485
| +9% | +$326K | 0.93% | 35 |
|
2015
Q2 | $3.82M | Buy |
81,942
+4,743
| +6% | +$221K | 0.87% | 37 |
|
2015
Q1 | $3.75M | Buy |
77,199
+8,984
| +13% | +$437K | 0.86% | 37 |
|
2014
Q4 | $3.19M | Sell |
68,215
-385
| -0.6% | -$18K | 0.77% | 46 |
|
2014
Q3 | $3.43M | Sell |
68,600
-1,074
| -2% | -$53.7K | 0.87% | 35 |
|
2014
Q2 | $3.41M | Buy |
69,674
+468
| +0.7% | +$22.9K | 0.82% | 38 |
|
2014
Q1 | $3.29M | Sell |
69,206
-122
| -0.2% | -$5.8K | 0.8% | 38 |
|
2013
Q4 | $3.41M | Buy |
69,328
+965
| +1% | +$47.4K | 0.83% | 36 |
|
2013
Q3 | $3.19M | Buy |
68,363
+1,037
| +2% | +$48.4K | 0.83% | 34 |
|
2013
Q2 | $3.39M | Buy |
+67,326
| New | +$3.39M | 0.93% | 28 |
|