Aviso 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
$900K Buy
20,790
+1,216
+6% +$52.6K 0.42% 60
2025
Q1
$888K Sell
19,574
-623
-3% -$28.3K 0.47% 58
2024
Q4
$808K Buy
20,197
+3,753
+23% +$150K 0.41% 65
2024
Q3
$738K Buy
16,444
+1,115
+7% +$50.1K 0.4% 68
2024
Q2
$632K Buy
15,329
+593
+4% +$24.5K 0.38% 70
2024
Q1
$618K Buy
14,736
+3,260
+28% +$137K 0.39% 65
2023
Q4
$433K Buy
+11,476
New +$433K 0.31% 79