Bridgewealth Advisory 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 | $372K | Buy |
+8,590
| New | +$372K | 0.09% | 80 |
|
|
2025
Q1 | – | Sell |
-9,277
| Closed | -$381K | – | 114 |
|
|
2024
Q4 | $381K | Buy |
9,277
+4,153
| +81% | +$170K | 0.11% | 69 |
|
|
2024
Q3 | $230K | Sell |
5,124
-1,842
| -26% | -$82.7K | 0.08% | 74 |
|
|
2024
Q2 | $287K | Sell |
6,966
-6,560
| -48% | -$271K | 0.13% | 57 |
|
|
2024
Q1 | $568K | Sell |
13,526
-718
| -5% | -$30.1K | 0.28% | 44 |
|
|
2023
Q4 | $537K | Buy |
14,244
+2,910
| +26% | +$110K | 0.41% | 40 |
|
|
2023
Q3 | $367K | Buy |
11,334
+228
| +2% | +$7.39K | 0.45% | 38 |
|
|
2023
Q2 | $413K | Buy |
11,106
+299
| +3% | +$11.1K | 0.67% | 32 |
|
|
2023
Q1 | $420K | Buy |
10,807
+150
| +1% | +$5.83K | 0.77% | 30 |
|
|
2022
Q4 | $420K | Buy |
+10,657
| New | +$420K | 0.82% | 28 |
|