Number of Shares
134,651.00
Current Holdings Value*
$6.11 Mil
% of Portfolio
1.21%
Total Estimate Gain
$-25,313.36
% of Total Estimate Gain
-0.30%

Beverly Hills Private Wealth, LLC's Verizon Communications Inc Holding Summary

As of 2025-03-31, Beverly Hills Private Wealth, LLC held 134,651.00 shares of Verizon Communications Inc(VZ), totaling $6.11 Mil. This investment constitutes 1.21% of their stock portfolio, and Beverly Hills Private Wealth, LLC now holds 0% of the outstanding Verizon Communications Inc(VZ) stock.

The initial trade took place in 2022Q4. And since then Beverly Hills Private Wealth, LLC has made 5 purchases of VZ, at an average price of $38.76, for a total of 215,774.00 shares. In addition, there have been 4 sales at an average price of $35.00 for 81,123.00 shares. Based on historical transaction data and VZ's current price of $40.84, Beverly Hills Private Wealth, LLC's estimated gain on his VZ holdings is $-25,313.36, reflecting a -0.30% gain to date.

Beverly Hills Private Wealth, LLC VZ ($40.84) Holding Chart

Beverly Hills Private Wealth, LLC VZ ($40.84) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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