Accel Wealth Management’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344K Sell
7,955
-150
-2% -$6.49K 0.11% 181
2025
Q1
$368K Sell
8,105
-668
-8% -$30.3K 0.13% 159
2024
Q4
$351K Sell
8,773
-933
-10% -$37.3K 0.13% 166
2024
Q3
$436K Sell
9,706
-293
-3% -$13.2K 0.16% 141
2024
Q2
$412K Sell
9,999
-198
-2% -$8.17K 0.17% 133
2024
Q1
$428K Buy
10,197
+485
+5% +$20.4K 0.18% 121
2023
Q4
$366K Buy
9,712
+840
+9% +$31.7K 0.18% 123
2023
Q3
$288K Sell
8,872
-1,548
-15% -$50.2K 0.16% 127
2023
Q2
$388K Sell
10,420
-1,105
-10% -$41.1K 0.21% 106
2023
Q1
$448K Sell
11,525
-870
-7% -$33.8K 0.18% 127
2022
Q4
$488K Sell
12,395
-531
-4% -$20.9K 0.23% 88
2022
Q3
$515K Sell
12,926
-722
-5% -$28.8K 0.28% 80
2022
Q2
$696K Sell
13,648
-584
-4% -$29.8K 0.4% 59
2022
Q1
$742K Sell
14,232
-1,041
-7% -$54.3K 0.38% 63
2021
Q4
$794K Sell
15,273
-34
-0.2% -$1.77K 0.39% 61
2021
Q3
$827K Sell
15,307
-239
-2% -$12.9K 0.53% 50
2021
Q2
$871K Buy
15,546
+121
+0.8% +$6.78K 0.58% 42
2021
Q1
$897K Buy
15,425
+326
+2% +$19K 0.73% 32
2020
Q4
$887K Buy
+15,099
New +$887K 0.83% 27