AWM
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Aegis Wealth Management’s Verizon VZ Stock Holding History

Aegis Wealth Management’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$304K Hold
6,710
– – 0.18% 90
2025
Q1 		$304K Buy
6,710
+5
+0.1% +$227 0.18% 94
2024
Q4 		$268K Buy
+6,705
New +$268K 0.18% 94