Berry Wealth Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
47,197
-222
| -0.5% | -$9.61K | 1.43% | 20 |
|
|
2025
Q1 | $2.15M | Sell |
47,419
-1,308
| -3% | -$59.3K | 1.68% | 19 |
|
|
2024
Q4 | $1.95M | Sell |
48,727
-1,654
| -3% | -$66.1K | 1.41% | 24 |
|
|
2024
Q3 | $2.26M | Buy |
50,381
+9,249
| +22% | +$415K | 1.62% | 22 |
|
|
2024
Q2 | $1.7M | Buy |
41,132
+1,936
| +5% | +$79.8K | 1.35% | 24 |
|
|
2024
Q1 | $1.64M | Sell |
39,196
-1,109
| -3% | -$46.5K | 1.36% | 22 |
|
|
2023
Q4 | $1.52M | Buy |
+40,305
| New | +$1.52M | 1.4% | 22 |
|