HHGA
Halbert Hargrove Global Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-206
| Closed | -$9.32K | – | 658 |
|
|
2025
Q1 | $9.32K | Buy |
+206
| New | +$9.32K | ﹤0.01% | 246 |
|
|
2023
Q2 | – | Sell |
-6,400
| Closed | -$249K | – | 161 |
|
|
2023
Q1 | $249K | Buy |
6,400
+945
| +17% | +$36.7K | 0.02% | 131 |
|
|
2022
Q4 | $215K | Buy |
+5,455
| New | +$215K | 0.02% | 140 |
|
|
2022
Q3 | – | Sell |
-6,811
| Closed | -$345K | – | 150 |
|
|
2022
Q2 | $345K | Buy |
6,811
+131
| +2% | +$6.64K | 0.03% | 89 |
|
|
2022
Q1 | $340K | Buy |
6,680
+1,247
| +23% | +$63.5K | 0.02% | 96 |
|
|
2021
Q4 | $282K | Sell |
5,433
-729
| -12% | -$37.8K | 0.02% | 120 |
|
|
2021
Q3 | $333K | Sell |
6,162
-47
| -0.8% | -$2.54K | 0.02% | 91 |
|
|
2021
Q2 | $348K | Sell |
6,209
-350
| -5% | -$19.6K | 0.02% | 93 |
|
|
2021
Q1 | $381K | Sell |
6,559
-6
| -0.1% | -$349 | 0.03% | 74 |
|
|
2020
Q4 | $386K | Sell |
6,565
-199
| -3% | -$11.7K | 0.03% | 64 |
|
|
2020
Q3 | $403K | Buy |
6,764
+317
| +5% | +$18.9K | 0.04% | 57 |
|
|
2020
Q2 | $356K | Sell |
6,447
-208
| -3% | -$11.5K | 0.05% | 55 |
|
|
2020
Q1 | $357K | Buy |
6,655
+93
| +1% | +$4.99K | 0.06% | 44 |
|
|
2019
Q4 | $403K | Sell |
6,562
-1,359
| -17% | -$83.5K | 0.1% | 44 |
|
|
2019
Q3 | $478K | Buy |
7,921
+1,304
| +20% | +$78.7K | 0.13% | 34 |
|
|
2019
Q2 | $378K | Sell |
6,617
-46
| -0.7% | -$2.63K | 0.1% | 39 |
|
|
2019
Q1 | $394K | Sell |
6,663
-309
| -4% | -$18.3K | 1.39% | 18 |
|
|
2018
Q4 | $392K | Buy |
6,972
+422
| +6% | +$23.7K | 0.09% | 40 |
|
|
2018
Q3 | $350K | Sell |
6,550
-248
| -4% | -$13.3K | 0.09% | 44 |
|
|
2018
Q2 | $342K | Buy |
6,798
+265
| +4% | +$13.3K | 0.09% | 45 |
|
|
2018
Q1 | $312K | Buy |
6,533
+265
| +4% | +$12.7K | 0.08% | 47 |
|
|
2017
Q4 | $332K | Buy |
6,268
+1,013
| +19% | +$53.7K | 0.09% | 42 |
|
|
2017
Q3 | $260K | Sell |
5,255
-76
| -1% | -$3.76K | 0.07% | 52 |
|
|
2017
Q2 | $238K | Buy |
5,331
+226
| +4% | +$10.1K | 0.06% | 61 |
|
|
2017
Q1 | $249K | Sell |
5,105
-338
| -6% | -$16.5K | 0.06% | 67 |
|
|
2016
Q4 | $291K | Sell |
5,443
-148
| -3% | -$7.91K | 0.08% | 53 |
|
|
2016
Q3 | $291K | Sell |
5,591
-1,397
| -20% | -$72.7K | 0.08% | 50 |
|
|
2016
Q2 | $390K | Sell |
6,988
-187
| -3% | -$10.4K | 0.11% | 37 |
|
|
2016
Q1 | $388K | Sell |
7,175
-1,624
| -18% | -$87.8K | 0.14% | 38 |
|
|
2015
Q4 | $407K | Sell |
8,799
-380
| -4% | -$17.6K | 0.18% | 40 |
|
|
2015
Q3 | $399K | Sell |
9,179
-10,656
| -54% | -$463K | 0.2% | 36 |
|
|
2015
Q2 | $925K | Sell |
19,835
-1,448
| -7% | -$67.5K | 0.22% | 30 |
|
|
2015
Q1 | $1.04M | Buy |
21,283
+11,403
| +115% | +$555K | 0.33% | 27 |
|
|
2014
Q4 | $462K | Sell |
9,880
-475
| -5% | -$22.2K | 0.23% | 43 |
|
|
2014
Q3 | $518K | Buy |
10,355
+237
| +2% | +$11.9K | 0.14% | 51 |
|
|
2014
Q2 | $495K | Buy |
10,118
+830
| +9% | +$40.6K | 0.15% | 43 |
|
|
2014
Q1 | $442K | Buy |
9,288
+2,636
| +40% | +$125K | 0.14% | 50 |
|
|
2013
Q4 | $327K | Buy |
6,652
+49
| +0.7% | +$2.41K | 0.1% | 77 |
|
|
2013
Q3 | $308K | Buy |
6,603
+300
| +5% | +$14K | 0.1% | 79 |
|
|
2013
Q2 | $317K | Buy |
+6,303
| New | +$317K | 0.12% | 76 |
|