Brandywine Oak Private Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Buy |
9,640
+160
| +2% | +$6.92K | 0.04% | 163 |
|
|
2025
Q1 | $430K | Sell |
9,480
-773
| -8% | -$35.1K | 0.04% | 155 |
|
|
2024
Q4 | $410K | Sell |
10,253
-1,594
| -13% | -$63.7K | 0.04% | 163 |
|
|
2024
Q3 | $532K | Sell |
11,847
-52
| -0.4% | -$2.34K | 0.05% | 143 |
|
|
2024
Q2 | $491K | Sell |
11,899
-2,497
| -17% | -$103K | 0.05% | 148 |
|
|
2024
Q1 | $604K | Sell |
14,396
-44
| -0.3% | -$1.85K | 0.06% | 135 |
|
|
2023
Q4 | $544K | Sell |
14,440
-2,653
| -16% | -$100K | 0.06% | 139 |
|
|
2023
Q3 | $554K | Sell |
17,093
-4,257
| -20% | -$138K | 0.07% | 137 |
|
|
2023
Q2 | $794K | Sell |
21,350
-1,763
| -8% | -$65.6K | 0.09% | 114 |
|
|
2023
Q1 | $899K | Sell |
23,113
-2,263
| -9% | -$88K | 0.1% | 100 |
|
|
2022
Q4 | $1,000K | Sell |
25,376
-9,624
| -27% | -$379K | 0.12% | 93 |
|
|
2022
Q3 | $1.33M | Sell |
35,000
-4,804
| -12% | -$182K | 0.18% | 80 |
|
|
2022
Q2 | $2.02M | Buy |
39,804
+542
| +1% | +$27.5K | 0.26% | 62 |
|
|
2022
Q1 | $2M | Sell |
39,262
-1,686
| -4% | -$85.9K | 0.23% | 74 |
|
|
2021
Q4 | $2.12M | Sell |
40,948
-13,917
| -25% | -$722K | 0.23% | 73 |
|
|
2021
Q3 | $2.96M | Sell |
54,865
-5,599
| -9% | -$302K | 0.34% | 47 |
|
|
2021
Q2 | $3.39M | Buy |
60,464
+23,977
| +66% | +$1.34M | 0.4% | 42 |
|
|
2021
Q1 | $2.12M | Sell |
36,487
-3,382
| -8% | -$197K | 0.31% | 54 |
|
|
2020
Q4 | $2.34M | Buy |
39,869
+228
| +0.6% | +$13.4K | 0.36% | 48 |
|
|
2020
Q3 | $2.36M | Sell |
39,641
-1,089
| -3% | -$64.8K | 0.39% | 42 |
|
|
2020
Q2 | $2.24M | Sell |
40,730
-3,954
| -9% | -$218K | 0.4% | 44 |
|
|
2020
Q1 | $2.41M | Sell |
44,684
-2,820
| -6% | -$152K | 0.5% | 35 |
|
|
2019
Q4 | $2.92M | Sell |
47,504
-933
| -2% | -$57.3K | 0.53% | 33 |
|
|
2019
Q3 | $2.92M | Buy |
48,437
+3,787
| +8% | +$229K | 0.55% | 33 |
|
|
2019
Q2 | $2.55M | Buy |
44,650
+572
| +1% | +$32.7K | 0.51% | 37 |
|
|
2019
Q1 | $2.61M | Buy |
44,078
+538
| +1% | +$31.8K | 0.54% | 35 |
|
|
2018
Q4 | $2.45M | Buy |
+43,540
| New | +$2.45M | 0.55% | 35 |
|