BMA
Brooks Moore & Associates’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,975
| Closed | -$371K | – | 83 |
|
|
2023
Q2 | $371K | Sell |
9,975
-15,770
| -61% | -$587K | 0.26% | 64 |
|
|
2023
Q1 | $1M | Sell |
25,745
-637
| -2% | -$24.8K | 0.72% | 42 |
|
|
2022
Q4 | $1.04M | Sell |
26,382
-50,090
| -66% | -$1.97M | 0.76% | 40 |
|
|
2022
Q3 | $2.9M | Sell |
76,472
-300
| -0.4% | -$11.4K | 2.35% | 14 |
|
|
2022
Q2 | $3.9M | Buy |
76,772
+213
| +0.3% | +$10.8K | 2.81% | 9 |
|
|
2022
Q1 | $3.9M | Sell |
76,559
-11,819
| -13% | -$602K | 2.39% | 10 |
|
|
2021
Q4 | $4.59M | Sell |
88,378
-24
| -0% | -$1.25K | 2.69% | 9 |
|
|
2021
Q3 | $4.78M | Buy |
88,402
+6,702
| +8% | +$362K | 3.12% | 4 |
|
|
2021
Q2 | $4.58M | Buy |
81,700
+7,934
| +11% | +$445K | 2.92% | 5 |
|
|
2021
Q1 | $4.29M | Buy |
73,766
+13,319
| +22% | +$775K | 2.91% | 5 |
|
|
2020
Q4 | $3.55M | Buy |
60,447
+5,700
| +10% | +$335K | 2.75% | 6 |
|
|
2020
Q3 | $3.26M | Sell |
54,747
-204
| -0.4% | -$12.1K | 2.81% | 6 |
|
|
2020
Q2 | $3.03M | Buy |
54,951
+21,793
| +66% | +$1.2M | 2.84% | 7 |
|
|
2020
Q1 | $1.78M | Buy |
33,158
+3,130
| +10% | +$168K | 1.89% | 17 |
|
|
2019
Q4 | $1.84M | Sell |
30,028
-268
| -0.9% | -$16.5K | 1.46% | 26 |
|
|
2019
Q3 | $1.83M | Buy |
30,296
+700
| +2% | +$42.3K | 1.55% | 24 |
|
|
2019
Q2 | $1.69M | Buy |
29,596
+170
| +0.6% | +$9.71K | 1.45% | 22 |
|
|
2019
Q1 | $1.74M | Buy |
29,426
+127
| +0.4% | +$7.51K | 1.59% | 23 |
|
|
2018
Q4 | $1.65M | Buy |
+29,299
| New | +$1.65M | 1.66% | 21 |
|