Bernard 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
$13K Sell
300
-243
-45% -$10.5K 0.01% 208
2025
Q1
$24.6K Buy
543
+243
+81% +$11K 0.01% 171
2024
Q4
$12K Buy
+300
New +$12K 0.01% 208