BWA
Burt Wealth Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,842
| Closed | -$234K | – | 115 |
|
|
2024
Q4 | $234K | Sell |
5,842
-1,448
| -20% | -$57.9K | 0.06% | 106 |
|
|
2024
Q3 | $327K | Sell |
7,290
-221
| -3% | -$9.93K | 0.08% | 86 |
|
|
2024
Q2 | $310K | Buy |
7,511
+1,020
| +16% | +$42.1K | 0.08% | 86 |
|
|
2024
Q1 | $272K | Sell |
6,491
-302
| -4% | -$12.7K | 0.07% | 103 |
|
|
2023
Q4 | $256K | Sell |
6,793
-66
| -1% | -$2.49K | 0.07% | 94 |
|
|
2023
Q3 | $222K | Sell |
6,859
-380
| -5% | -$12.3K | 0.07% | 91 |
|
|
2023
Q2 | $269K | Sell |
7,239
-532
| -7% | -$19.8K | 0.08% | 88 |
|
|
2023
Q1 | $302K | Buy |
7,771
+518
| +7% | +$20.1K | 0.09% | 83 |
|
|
2022
Q4 | $286K | Sell |
7,253
-2,462
| -25% | -$97K | 0.1% | 83 |
|
|
2022
Q3 | $369K | Buy |
9,715
+3,200
| +49% | +$122K | 0.15% | 55 |
|
|
2022
Q2 | $331K | Hold |
6,515
| – | – | 0.12% | 67 |
|
|
2022
Q1 | $332K | Hold |
6,515
| – | – | 0.1% | 71 |
|
|
2021
Q4 | $339K | Sell |
6,515
-30
| -0.5% | -$1.56K | 0.11% | 66 |
|
|
2021
Q3 | $353K | Buy |
6,545
+766
| +13% | +$41.3K | 0.11% | 68 |
|
|
2021
Q2 | $324K | Hold |
5,779
| – | – | 0.12% | 67 |
|
|
2021
Q1 | $336K | Hold |
5,779
| – | – | 0.12% | 64 |
|
|
2020
Q4 | $340K | Hold |
5,779
| – | – | 0.12% | 64 |
|
|
2020
Q3 | $344K | Sell |
5,779
-40
| -0.7% | -$2.38K | 0.13% | 58 |
|
|
2020
Q2 | $321K | Buy |
5,819
+420
| +8% | +$23.2K | 0.13% | 57 |
|
|
2020
Q1 | $290K | Sell |
5,399
-450
| -8% | -$24.2K | 0.13% | 60 |
|
|
2019
Q4 | $359K | Buy |
5,849
+119
| +2% | +$7.3K | 0.14% | 55 |
|
|
2019
Q3 | $346K | Hold |
5,730
| – | – | 0.14% | 56 |
|
|
2019
Q2 | $327K | Sell |
5,730
-1,634
| -22% | -$93.2K | 0.14% | 56 |
|
|
2019
Q1 | $435K | Sell |
7,364
-425
| -5% | -$25.1K | 0.2% | 43 |
|
|
2018
Q4 | $438K | Buy |
7,789
+233
| +3% | +$13.1K | 0.21% | 49 |
|
|
2018
Q3 | $403K | Buy |
7,556
+672
| +10% | +$35.8K | 0.18% | 45 |
|
|
2018
Q2 | $346K | Sell |
6,884
-668
| -9% | -$33.6K | 0.17% | 48 |
|
|
2018
Q1 | $361K | Hold |
7,552
| – | – | 0.18% | 47 |
|
|
2017
Q4 | $400K | Buy |
7,552
+483
| +7% | +$25.6K | 0.25% | 43 |
|
|
2017
Q3 | $350K | Sell |
7,069
-144
| -2% | -$7.13K | 0.23% | 48 |
|
|
2017
Q2 | $322K | Buy |
7,213
+202
| +3% | +$9.02K | 0.22% | 47 |
|
|
2017
Q1 | $342K | Sell |
7,011
-331
| -5% | -$16.1K | 0.25% | 45 |
|
|
2016
Q4 | $392K | Buy |
7,342
+623
| +9% | +$33.3K | 0.35% | 41 |
|
|
2016
Q3 | $349K | Hold |
6,719
| – | – | 0.37% | 38 |
|
|
2016
Q2 | $375K | Sell |
6,719
-1,100
| -14% | -$61.4K | 0.42% | 31 |
|
|
2016
Q1 | $423K | Buy |
7,819
+1,668
| +27% | +$90.2K | 0.39% | 32 |
|
|
2015
Q4 | $284K | Buy |
6,151
+469
| +8% | +$21.7K | 0.23% | 48 |
|
|
2015
Q3 | $247K | Buy |
5,682
+124
| +2% | +$5.39K | 0.31% | 42 |
|
|
2015
Q2 | $259K | Hold |
5,558
| – | – | 0.28% | 51 |
|
|
2015
Q1 | $270K | Sell |
5,558
-1,350
| -20% | -$65.6K | 0.27% | 39 |
|
|
2014
Q4 | $323K | Buy |
+6,908
| New | +$323K | 0.34% | 40 |
|