BKM 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 | – | Sell |
-4,224
| Closed | -$192K | – | 160 |
|
|
2025
Q1 | $192K | Buy |
+4,224
| New | +$192K | 0.08% | 157 |
|
|
2024
Q4 | – | Sell |
-4,889
| Closed | -$220K | – | 167 |
|
|
2024
Q3 | $220K | Buy |
4,889
+2,009
| +70% | +$90.2K | 0.09% | 158 |
|
|
2024
Q2 | $302K | Sell |
2,880
-835
| -22% | -$87.6K | 0.15% | 127 |
|
|
2024
Q1 | $156K | Buy |
3,715
+257
| +7% | +$10.8K | 0.07% | 170 |
|
|
2023
Q4 | $130K | Buy |
+3,458
| New | +$130K | 0.06% | 183 |
|