Cherry Tree 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 | $19.9K | Sell |
459
-125
| -21% | -$5.41K | ﹤0.01% | 344 |
|
|
2025
Q1 | $26.5K | Buy |
584
+244
| +72% | +$11.1K | 0.01% | 313 |
|
|
2024
Q4 | $13.6K | Buy |
340
+11
| +3% | +$440 | ﹤0.01% | 378 |
|
|
2024
Q3 | $14.8K | Sell |
329
-380
| -54% | -$17.1K | ﹤0.01% | 372 |
|
|
2024
Q2 | $29.2K | Buy |
709
+1
| +0.1% | +$41 | 0.01% | 295 |
|
|
2024
Q1 | $29.7K | Hold |
708
| – | – | 0.01% | 291 |
|
|
2023
Q4 | $26.7K | Sell |
708
-167
| -19% | -$6.3K | 0.01% | 287 |
|
|
2023
Q3 | $28.4K | Hold |
875
| – | – | 0.01% | 270 |
|
|
2023
Q2 | $32.5K | Buy |
+875
| New | +$32.5K | 0.01% | 254 |
|