Bordeaux Wealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Buy |
6,050
+529
| +10% | +$22.9K | 0.03% | 136 |
|
|
2025
Q1 | $250K | Buy |
5,521
+315
| +6% | +$14.3K | 0.05% | 134 |
|
|
2024
Q4 | $208K | Buy |
5,206
+514
| +11% | +$20.6K | 0.03% | 151 |
|
|
2024
Q3 | $211K | Buy |
+4,692
| New | +$211K | 0.04% | 154 |
|
|
2022
Q2 | – | Sell |
-4,041
| Closed | -$206K | – | 92 |
|
|
2022
Q1 | $206K | Buy |
+4,041
| New | +$206K | 0.11% | 87 |
|