BBA
Braun-Bostich & Associates’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,128
| Closed | -$211K | – | 123 |
|
|
2024
Q2 | $211K | Buy |
+5,128
| New | +$211K | 0.16% | 102 |
|
|
2023
Q3 | – | Sell |
-5,507
| Closed | -$205K | – | 112 |
|
|
2023
Q2 | $205K | Buy |
+5,507
| New | +$205K | 0.44% | 74 |
|
|
2022
Q1 | – | Sell |
-9,991
| Closed | -$535K | – | 146 |
|
|
2021
Q4 | $535K | Buy |
+9,991
| New | +$535K | 0.13% | 60 |
|
|
2020
Q4 | – | Sell |
-4,296
| Closed | -$256K | – | 225 |
|
|
2020
Q3 | $256K | Sell |
4,296
-4,540
| -51% | -$271K | 0.25% | 65 |
|
|
2020
Q2 | $487K | Hold |
8,836
| – | – | 0.48% | 34 |
|
|
2020
Q1 | $468K | Sell |
8,836
-532
| -6% | -$28.2K | 0.6% | 31 |
|
|
2019
Q4 | $572K | Buy |
9,368
+623
| +7% | +$38K | 0.56% | 35 |
|
|
2019
Q3 | $528K | Buy |
8,745
+691
| +9% | +$41.7K | 0.61% | 29 |
|
|
2019
Q2 | $460K | Buy |
8,054
+3,277
| +69% | +$187K | 0.48% | 34 |
|
|
2019
Q1 | $282K | Buy |
4,777
+3,663
| +329% | +$216K | 0.29% | 81 |
|
|
2018
Q4 | $63K | Hold |
1,114
| – | – | 0.07% | 164 |
|
|
2018
Q3 | $59K | Hold |
1,114
| – | – | 0.06% | 170 |
|
|
2018
Q2 | $56K | Sell |
1,114
-106
| -9% | -$5.33K | 0.06% | 173 |
|
|
2018
Q1 | $58K | Sell |
1,220
-2,077
| -63% | -$98.7K | 0.05% | 164 |
|
|
2017
Q4 | $175K | Buy |
+3,297
| New | +$175K | 0.15% | 115 |
|