BSW Wealth Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $848K | Buy |
19,593
+637
| +3% | +$27.6K | 0.12% | 105 |
|
|
2025
Q1 | $860K | Sell |
18,956
-968
| -5% | -$43.9K | 0.13% | 92 |
|
|
2024
Q4 | $797K | Buy |
19,924
+2,868
| +17% | +$115K | 0.12% | 109 |
|
|
2024
Q3 | $766K | Buy |
17,056
+93
| +0.5% | +$4.18K | 0.12% | 95 |
|
|
2024
Q2 | $700K | Buy |
16,963
+619
| +4% | +$25.5K | 0.11% | 103 |
|
|
2024
Q1 | $686K | Sell |
16,344
-86
| -0.5% | -$3.61K | 0.12% | 103 |
|
|
2023
Q4 | $619K | Buy |
16,430
+879
| +6% | +$33.1K | 0.12% | 103 |
|
|
2023
Q3 | $504K | Sell |
15,551
-146
| -0.9% | -$4.73K | 0.11% | 105 |
|
|
2023
Q2 | $584K | Sell |
15,697
-2,842
| -15% | -$106K | 0.12% | 100 |
|
|
2023
Q1 | $721K | Buy |
18,539
+5,106
| +38% | +$199K | 0.15% | 101 |
|
|
2022
Q4 | $529K | Sell |
13,433
-4,951
| -27% | -$195K | 0.11% | 130 |
|
|
2022
Q3 | $698K | Buy |
18,384
+747
| +4% | +$28.4K | 0.17% | 74 |
|
|
2022
Q2 | $895K | Buy |
17,637
+1,492
| +9% | +$75.7K | 0.21% | 64 |
|
|
2022
Q1 | $822K | Buy |
16,145
+3,823
| +31% | +$195K | 0.21% | 72 |
|
|
2021
Q4 | $640K | Buy |
12,322
+2,865
| +30% | +$149K | 0.16% | 96 |
|
|
2021
Q3 | $511K | Sell |
9,457
-3,665
| -28% | -$198K | 0.14% | 106 |
|
|
2021
Q2 | $735K | Buy |
13,122
+1,438
| +12% | +$80.5K | 0.2% | 67 |
|
|
2021
Q1 | $679K | Buy |
11,684
+2,185
| +23% | +$127K | 0.2% | 65 |
|
|
2020
Q4 | $558K | Buy |
9,499
+3,702
| +64% | +$217K | 0.17% | 76 |
|
|
2020
Q3 | $345K | Buy |
5,797
+181
| +3% | +$10.8K | 0.13% | 93 |
|
|
2020
Q2 | $310K | Buy |
5,616
+280
| +5% | +$15.5K | 0.1% | 98 |
|
|
2020
Q1 | $287K | Buy |
5,336
+307
| +6% | +$16.5K | 0.12% | 85 |
|
|
2019
Q4 | $309K | Buy |
5,029
+832
| +20% | +$51.1K | 0.11% | 95 |
|
|
2019
Q3 | $253K | Buy |
+4,197
| New | +$253K | 0.1% | 85 |
|