Catalyst Financial Partners’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$868K Buy
20,069
+2,827
+16% +$122K 0.09% 94
2025
Q1
$782K Buy
17,242
+61
+0.4% +$2.77K 0.14% 89
2024
Q4
$687K Buy
17,181
+232
+1% +$9.28K 0.13% 100
2024
Q3
$761K Sell
16,949
-130
-0.8% -$5.84K 0.15% 88
2024
Q2
$704K Sell
17,079
-1,128
-6% -$46.5K 0.15% 86
2024
Q1
$724K Buy
18,207
+522
+3% +$20.8K 0.19% 75
2023
Q4
$667K Buy
17,685
+46
+0.3% +$1.73K 0.19% 76
2023
Q3
$572K Sell
17,639
-1,369
-7% -$44.4K 0.18% 76
2023
Q2
$707K Buy
19,008
+2,400
+14% +$89.3K 0.25% 63
2023
Q1
$646K Buy
16,608
+6,471
+64% +$252K 0.28% 59
2022
Q4
$399K Buy
+10,137
New +$399K 0.21% 76