Atria Wealth Solutions’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.4M Sell
193,712
-172,658
-47% -$7.49M 0.19% 123
2025
Q1
$16.6M Sell
366,370
-60,381
-14% -$2.74M 0.2% 109
2024
Q4
$17.1M Sell
426,751
-7,925
-2% -$317K 0.19% 111
2024
Q3
$19.5M Sell
434,676
-60,941
-12% -$2.74M 0.21% 99
2024
Q2
$20.4M Sell
495,617
-28,017
-5% -$1.16M 0.23% 92
2024
Q1
$22M Buy
523,634
+15,507
+3% +$651K 0.25% 85
2023
Q4
$19.2M Buy
508,127
+10,569
+2% +$398K 0.24% 92
2023
Q3
$16.1M Sell
497,558
-35,899
-7% -$1.16M 0.23% 98
2023
Q2
$19.8M Buy
533,457
+7,997
+2% +$297K 0.27% 77
2023
Q1
$20.4M Buy
525,460
+22,419
+4% +$872K 0.3% 74
2022
Q4
$19.8M Buy
503,041
+2,111
+0.4% +$83.2K 0.32% 70
2022
Q3
$19M Sell
500,930
-27,955
-5% -$1.06M 0.33% 69
2022
Q2
$26.8M Buy
528,885
+107,417
+25% +$5.45M 0.5% 31
2022
Q1
$21.5M Buy
+421,468
New +$21.5M 0.36% 51