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Atlantic Family Wealth’s Verizon VZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$342K Sell
7,913
-1,441
-15% -$62.4K 0.3% 25
2025
Q1
$424K Buy
9,354
+327
+4% +$14.8K 0.39% 20
2024
Q4
$361K Buy
+9,027
New +$361K 0.43% 22