BDWM
Brewin Dolphin Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.16M | Buy |
62,107
+31,117
| +100% | +$1.58M | 0.34% | 42 |
|
|
2022
Q1 | $1.58M | Sell |
30,990
-1,795
| -5% | -$91.5K | 0.18% | 61 |
|
|
2021
Q4 | $1.7M | Sell |
32,785
-4,000
| -11% | -$208K | 0.18% | 60 |
|
|
2021
Q3 | $1.99M | Sell |
36,785
-2,094
| -5% | -$113K | 0.23% | 56 |
|
|
2021
Q2 | $2.18M | Sell |
38,879
-3,379
| -8% | -$189K | 0.26% | 55 |
|
|
2021
Q1 | $2.46M | Sell |
42,258
-2,400
| -5% | -$140K | 0.38% | 43 |
|
|
2020
Q4 | $2.62M | Sell |
44,658
-325
| -0.7% | -$19.1K | 0.44% | 40 |
|
|
2020
Q3 | $2.68M | Sell |
44,983
-1,593
| -3% | -$94.8K | 0.49% | 37 |
|
|
2020
Q2 | $2.57M | Sell |
46,576
-8,409
| -15% | -$464K | 0.55% | 37 |
|
|
2020
Q1 | $2.95M | Sell |
54,985
-6,801
| -11% | -$365K | 1.59% | 21 |
|
|
2019
Q4 | $3.79M | Sell |
61,786
-2,589
| -4% | -$159K | 1.75% | 18 |
|
|
2019
Q3 | $3.89M | Sell |
64,375
-635
| -1% | -$38.3K | 1.97% | 17 |
|
|
2019
Q2 | $3.71M | Sell |
65,010
-1,981
| -3% | -$113K | 1.94% | 18 |
|
|
2019
Q1 | $3.96M | Sell |
66,991
-4,215
| -6% | -$249K | 2.16% | 13 |
|
|
2018
Q4 | $4M | Sell |
71,206
-7,435
| -9% | -$418K | 2.42% | 10 |
|
|
2018
Q3 | $4.2M | Hold |
78,641
| – | – | 2.26% | 12 |
|
|
2018
Q2 | $3.96M | Sell |
78,641
-1,655
| -2% | -$83.3K | 2.35% | 11 |
|
|
2018
Q1 | $3.84M | Sell |
80,296
-4,349
| -5% | -$208K | 2.37% | 11 |
|
|
2017
Q4 | $4.48M | Sell |
84,645
-11,430
| -12% | -$605K | 2.85% | 8 |
|
|
2017
Q3 | $4.75M | Buy |
+96,075
| New | +$4.75M | 3.3% | 6 |
|