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