BSW
Buckingham Strategic Wealth’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.66M | Sell |
112,943
-6,630
| -6% | -$273K | 0.05% | 150 |
|
|
2024
Q1 | $5.02M | Buy |
119,573
+5,994
| +5% | +$252K | 0.05% | 146 |
|
|
2023
Q4 | $4.28M | Buy |
113,579
+10,625
| +10% | +$401K | 0.05% | 151 |
|
|
2023
Q3 | $3.34M | Buy |
102,954
+1,773
| +2% | +$57.5K | 0.05% | 162 |
|
|
2023
Q2 | $3.76M | Sell |
101,181
-5,532
| -5% | -$206K | 0.05% | 153 |
|
|
2023
Q1 | $4.2M | Hold |
106,713
| – | – | 0.08% | 123 |
|
|
2022
Q4 | $4.2M | Buy |
106,713
+5,307
| +5% | +$209K | 0.08% | 123 |
|
|
2022
Q3 | $3.85M | Sell |
101,406
-1,792
| -2% | -$68K | 0.08% | 120 |
|
|
2022
Q2 | $5.24M | Buy |
103,198
+1,312
| +1% | +$66.6K | 0.1% | 103 |
|
|
2022
Q1 | $5.19M | Sell |
101,886
-2,460
| -2% | -$125K | 0.1% | 104 |
|
|
2021
Q4 | $5.42M | Buy |
104,346
+4,042
| +4% | +$210K | 0.1% | 98 |
|
|
2021
Q3 | $5.42M | Buy |
100,304
+6,573
| +7% | +$355K | 0.11% | 101 |
|
|
2021
Q2 | $5.25M | Sell |
93,731
-750
| -0.8% | -$42K | 0.13% | 99 |
|
|
2021
Q1 | $5.49M | Sell |
94,481
-134
| -0.1% | -$7.79K | 0.27% | 82 |
|
|
2020
Q4 | $5.56M | Buy |
94,615
+15,021
| +19% | +$883K | 0.29% | 76 |
|
|
2020
Q3 | $4.74M | Buy |
79,594
+6,857
| +9% | +$408K | 0.36% | 58 |
|
|
2020
Q2 | $4.01M | Sell |
72,737
-14,187
| -16% | -$782K | 0.38% | 59 |
|
|
2020
Q1 | $4.67M | Buy |
86,924
+1,468
| +2% | +$78.9K | 0.45% | 49 |
|
|
2019
Q4 | $5.25M | Buy |
85,456
+5,709
| +7% | +$351K | 0.5% | 48 |
|
|
2019
Q3 | $4.81M | Buy |
79,747
+4,126
| +5% | +$249K | 0.52% | 45 |
|
|
2019
Q2 | $4.32M | Buy |
75,621
+21,721
| +40% | +$1.24M | 0.47% | 52 |
|
|
2019
Q1 | $3.19M | Buy |
53,900
+3,023
| +6% | +$179K | 0.4% | 58 |
|
|
2018
Q4 | $2.86M | Buy |
50,877
+8,510
| +20% | +$478K | 0.44% | 51 |
|
|
2018
Q3 | $2.26M | Sell |
42,367
-1,105
| -3% | -$59K | 0.35% | 60 |
|
|
2018
Q2 | $2.19M | Buy |
43,472
+6,478
| +18% | +$326K | 0.35% | 59 |
|
|
2018
Q1 | $1.77M | Buy |
36,994
+194
| +0.5% | +$9.28K | 0.34% | 61 |
|
|
2017
Q4 | $1.95M | Buy |
36,800
+4,109
| +13% | +$218K | 0.41% | 55 |
|
|
2017
Q3 | $1.62M | Sell |
32,691
-2,865
| -8% | -$142K | 0.38% | 62 |
|
|
2017
Q2 | $1.59M | Sell |
35,556
-2,859
| -7% | -$128K | 0.37% | 66 |
|
|
2017
Q1 | $1.87M | Buy |
38,415
+3,848
| +11% | +$188K | 0.54% | 37 |
|
|
2016
Q4 | $1.85M | Buy |
34,567
+1,189
| +4% | +$63.5K | 0.59% | 37 |
|
|
2016
Q3 | $1.74M | Buy |
33,378
+4,289
| +15% | +$223K | 0.59% | 34 |
|
|
2016
Q2 | $1.62M | Sell |
29,089
-5,646
| -16% | -$315K | 0.55% | 37 |
|
|
2016
Q1 | $1.88M | Buy |
34,735
+9,443
| +37% | +$511K | 0.62% | 34 |
|
|
2015
Q4 | $1.17M | Sell |
25,292
-477
| -2% | -$22K | 0.39% | 46 |
|
|
2015
Q3 | $1.12M | Sell |
25,769
-694
| -3% | -$30.2K | 0.4% | 46 |
|
|
2015
Q2 | $1.23M | Buy |
26,463
+10,116
| +62% | +$471K | 0.4% | 47 |
|
|
2015
Q1 | $795K | Sell |
16,347
-4,901
| -23% | -$238K | 0.3% | 63 |
|
|
2014
Q4 | $994K | Buy |
21,248
+6,829
| +47% | +$319K | 0.38% | 52 |
|
|
2014
Q3 | $721K | Buy |
14,419
+642
| +5% | +$32.1K | 0.3% | 64 |
|
|
2014
Q2 | $674K | Sell |
13,777
-252
| -2% | -$12.3K | 0.29% | 65 |
|
|
2014
Q1 | $667K | Buy |
14,029
+889
| +7% | +$42.3K | 0.31% | 59 |
|
|
2013
Q4 | $646K | Sell |
13,140
-5,172
| -28% | -$254K | 0.3% | 59 |
|
|
2013
Q3 | $855K | Buy |
18,312
+8,028
| +78% | +$375K | 0.45% | 44 |
|
|
2013
Q2 | $518K | Buy |
+10,284
| New | +$518K | 0.29% | 60 |
|