Bernardo Wealth Planning LLC Verizon Communications Inc Transaction History

Bernardo Wealth Planning LLC

$412 Million
Q3 2024

A detailed history of Bernardo Wealth Planning LLC transactions in Verizon Communications Inc stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 8,662 shares of VZ stock, worth $373,765. This represents 0.09% of its overall portfolio holdings.

Number of Shares

8,662

Previous 8,733 0.81%

Holding current value

$373,765

Previous $360,000 5.56%

% of portfolio

0.09%

Previous 0.1%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$38.89 - $45.0 $2,761 - $3,195	-71 Reduced 0.81%	8,662 $380,000
Q2 2024 Jul 10, 2024	SELL	$38.6 - $42.84 $36,091 - $40,055	-935 Reduced 9.67%	8,733 $360,000
Q1 2024 May 07, 2024	SELL	$37.9 - $42.49 $23,725 - $26,598	-626 Reduced 6.08%	9,668 $405,000
Q4 2023 Jan 25, 2024	SELL	$30.67 - $38.65 $2,484 - $3,130	-81 Reduced 0.78%	10,294 $388,000
Q3 2023 Oct 30, 2023	BUY	$31.46 - $37.48 $4,089 - $4,872	130 Added 1.27%	10,375 $336,000
Q2 2023 Jul 21, 2023	SELL	$34.46 - $40.11 $2,308 - $2,687	-67 Reduced 0.65%	10,245 $381,000
Q1 2023 May 05, 2023	BUY	$36.54 - $42.19 $9,646 - $11,138	264 Added 2.63%	10,312 $401,000
Q4 2022 Jan 30, 2023	SELL	$35.35 - $39.81 $78,583 - $88,497	-2,223 Reduced 18.12%	10,048 $395,000
Q3 2022 Oct 24, 2022	SELL	$37.97 - $51.64 $31,704 - $43,119	-835 Reduced 6.37%	12,271 $433,000
Q2 2022 Jul 29, 2022	BUY	$46.23 - $55.01 $7,026 - $8,361	152 Added 1.17%	13,106 $665,000
Q1 2022 May 06, 2022	BUY	$50.8 - $55.11 $50,698 - $54,999	998 Added 8.35%	12,954 $659,000
Q4 2021 Jan 27, 2022	BUY	$49.77 - $54.53 $3,931 - $4,307	79 Added 0.67%	11,956 $621,000
Q3 2021 Oct 15, 2021	SELL	$54.01 - $56.55 $81,933 - $85,786	-1,517 Reduced 11.33%	11,877 $641,000
Q2 2021 Jul 30, 2021	SELL	$55.82 - $59.52 $446 - $476	-8 Reduced 0.06%	13,394 $750,000
Q1 2021 Apr 23, 2021	SELL	$54.15 - $59.29 $1.33 Million - $1.46 Million	-24,573 Reduced 64.71%	13,402 $779,000
Q4 2020 Feb 01, 2021	BUY	$56.31 - $61.74 $136,382 - $149,534	2,422 Added 6.81%	37,975 $2.23 Million
Q3 2020 Oct 23, 2020	BUY	$53.94 - $60.61 $101,245 - $113,764	1,877 Added 5.57%	35,553 $2.12 Million
Q2 2020 Aug 03, 2020	BUY	$52.92 - $58.46 $72,394 - $79,973	1,368 Added 4.23%	33,676 $1.86 Million
Q1 2020 May 01, 2020	BUY	$49.94 - $61.05 $33,459 - $40,903	670 Added 2.12%	32,308 $1.74 Million
Q4 2019 Feb 10, 2020	BUY	$58.91 - $62.07 $11,664 - $12,289	198 Added 0.63%	31,638 $1.94 Million
Q3 2019 Nov 04, 2019	SELL	$55.05 - $60.51 $22,570 - $24,809	-410 Reduced 1.29%	31,440 $1.9 Million
Q2 2019 Aug 13, 2019	SELL	$54.35 - $59.5 $6,032 - $6,604	-111 Reduced 0.35%	31,850 $1.82 Million
Q1 2019 May 08, 2019	BUY	$53.28 - $60.88 $24,775 - $28,309	465 Added 1.48%	31,961 $1.89 Million
Q4 2018 Feb 14, 2019	BUY	$53.05 - $60.65 $1.67 Million - $1.91 Million	31,496 New	31,496 $1.77 Million

Others Institutions Holding VZ

# of Institutions

3,232

Shares Held

2.6B

Call Options Held

42.2M

Put Options Held

40.8M

View Full List

About VERIZON COMMUNICATIONS INC

Ticker VZ
Exchange NYSE
Sector Communication Services
Industry Telecom Services
Shares Outstandng 4,199,820,032
Market Cap $181B
Description
Verizon Communications Inc., through its subsidiaries, offers communications, technology, information, and entertainment products and services to consumers, businesses, and governmental entities worldwide. Its Consumer segment provides postpaid and prepaid service plans; internet access on notebook computers and tablets; wireless equipment, incl...

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Bernardo Wealth Planning LLC Verizon Communications Inc Transaction History