BAM
Bruderman Asset Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.46M | Sell |
28,694
-2,409
| -8% | -$122K | 2.61% | 11 |
|
|
2022
Q1 | $1.59M | Sell |
31,103
-31,837
| -51% | -$1.63M | 2.4% | 13 |
|
|
2021
Q4 | $3.27M | Sell |
62,940
-173,599
| -73% | -$9.02M | 2.5% | 10 |
|
|
2021
Q3 | $12.8M | Buy |
236,539
+2,553
| +1% | +$138K | 3.21% | 5 |
|
|
2021
Q2 | $13.1M | Buy |
233,986
+3,020
| +1% | +$169K | 4.06% | 3 |
|
|
2021
Q1 | $13.4M | Buy |
230,966
+6,265
| +3% | +$364K | 3.73% | 3 |
|
|
2020
Q4 | $13.2M | Buy |
224,701
+11,362
| +5% | +$668K | 3.83% | 2 |
|
|
2020
Q3 | $12.7M | Sell |
213,339
-15,104
| -7% | -$899K | 4.17% | 3 |
|
|
2020
Q2 | $12.5M | Buy |
228,443
+5,005
| +2% | +$274K | 4.13% | 3 |
|
|
2020
Q1 | $11.8M | Sell |
223,438
-5,418
| -2% | -$287K | 4.68% | 2 |
|
|
2019
Q4 | $14M | Sell |
228,856
-24,961
| -10% | -$1.52M | 4.36% | 1 |
|
|
2019
Q3 | $15.1M | Sell |
253,817
-24,725
| -9% | -$1.47M | 3.81% | 2 |
|
|
2019
Q2 | $15.9M | Sell |
278,542
-23,269
| -8% | -$1.33M | 3.76% | 2 |
|
|
2019
Q1 | $17.8M | Sell |
301,811
-13,438
| -4% | -$795K | 3.91% | 2 |
|
|
2018
Q4 | $17.7M | Buy |
315,249
+15,716
| +5% | +$884K | 4.57% | 2 |
|
|
2018
Q3 | $16M | Sell |
299,533
-31,322
| -9% | -$1.67M | 3.67% | 4 |
|
|
2018
Q2 | $16.6M | Sell |
330,855
-20,334
| -6% | -$1.02M | 4.05% | 1 |
|
|
2018
Q1 | $16.8M | Buy |
351,189
+2,437
| +0.7% | +$117K | 4.02% | 1 |
|
|
2017
Q4 | $18.5M | Buy |
348,752
+3,875
| +1% | +$205K | 4.69% | 1 |
|
|
2017
Q3 | $17.1M | Buy |
344,877
+18,487
| +6% | +$915K | 4.42% | 2 |
|
|
2017
Q2 | $14.6M | Buy |
326,390
+14,669
| +5% | +$655K | 3.89% | 3 |
|
|
2017
Q1 | $15.2M | Buy |
311,721
+7,014
| +2% | +$342K | 4.39% | 3 |
|
|
2016
Q4 | $16.3M | Buy |
304,707
+3,910
| +1% | +$209K | 4.9% | 2 |
|
|
2016
Q3 | $15.6M | Buy |
300,797
+10,277
| +4% | +$534K | 4.67% | 2 |
|
|
2016
Q2 | $16.2M | Buy |
290,520
+7,988
| +3% | +$446K | 5.08% | 2 |
|
|
2016
Q1 | $15.3M | Buy |
282,532
+7,536
| +3% | +$408K | 5.31% | 1 |
|
|
2015
Q4 | $12.7M | Buy |
274,996
+8,400
| +3% | +$388K | 4.79% | 3 |
|
|
2015
Q3 | $11.6M | Buy |
266,596
+8,569
| +3% | +$373K | 4.57% | 2 |
|
|
2015
Q2 | $12M | Buy |
258,027
+9,669
| +4% | +$451K | 4.61% | 2 |
|
|
2015
Q1 | $12.1M | Buy |
+248,358
| New | +$12.1M | 4.71% | 1 |
|