Axxcess Wealth Management’s Verizon VZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.12M Buy
141,523
+88
+0.1% +$3.81K 0.14% 127
2025
Q1
$6.42M Sell
141,435
-11,137
-7% -$505K 0.17% 112
2024
Q4
$6.1M Sell
152,572
-58,151
-28% -$2.33M 0.15% 121
2024
Q3
$9.46M Sell
210,723
-1,343
-0.6% -$60.3K 0.23% 76
2024
Q2
$8.75M Buy
212,066
+53,452
+34% +$2.2M 0.23% 80
2024
Q1
$6.66M Buy
158,614
+8,507
+6% +$357K 0.18% 100
2023
Q4
$5.66M Buy
150,107
+30,553
+26% +$1.15M 0.16% 119
2023
Q3
$3.87M Buy
119,554
+56,427
+89% +$1.83M 0.13% 125
2023
Q2
$2.35M Sell
63,127
-33,604
-35% -$1.25M 0.17% 114
2023
Q1
$3.76M Buy
96,731
+6,153
+7% +$239K 0.28% 73
2022
Q4
$3.57M Buy
90,578
+24,599
+37% +$969K 0.29% 74
2022
Q3
$2.51M Sell
65,979
-6,024
-8% -$229K 0.24% 85
2022
Q2
$3.65M Sell
72,003
-3,502
-5% -$178K 0.34% 63
2022
Q1
$3.85M Buy
75,505
+5,226
+7% +$266K 0.3% 68
2021
Q4
$3.65M Buy
+70,279
New +$3.65M 0.27% 73