Allen 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 | $274K | Buy |
6,337
+600
| +10% | +$26K | 0.19% | 50 |
|
|
2025
Q1 | $260K | Sell |
5,737
-815
| -12% | -$37K | 0.18% | 53 |
|
|
2024
Q4 | $262K | Sell |
6,552
-400
| -6% | -$16K | 0.19% | 53 |
|
|
2024
Q3 | $312K | Sell |
6,952
-450
| -6% | -$20.2K | 0.22% | 50 |
|
|
2024
Q2 | $305K | Sell |
7,402
-1,433
| -16% | -$59.1K | 0.27% | 48 |
|
|
2024
Q1 | $371K | Sell |
8,835
-1,037
| -11% | -$43.5K | 0.33% | 45 |
|
|
2023
Q4 | $372K | Buy |
+9,872
| New | +$372K | 0.36% | 39 |
|