Atlas Wealth Partners’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-5,982
Closed -$200K 22
2023
Q3
$200K Sell
5,982
-1,499
-20% -$50.1K 1.15% 16
2023
Q2
$253K Sell
7,481
-407
-5% -$13.8K 0.73% 30
2023
Q1
$294K Hold
7,888
2.05% 10
2022
Q4
$320K Buy
+7,888
New +$320K 1.98% 8