Capital Performance 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
$257K Buy
5,933
+849
+17% +$36.7K 0.05% 192
2025
Q1
$231K Buy
+5,084
New +$231K 0.05% 212
2024
Q4
Sell
-691
Closed -$31K 2656
2024
Q3
$31K Buy
+691
New +$31K 0.01% 477