CJM Wealth Advisers’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Buy
6,712
+67
+1% +$2.9K 0.1% 56
2025
Q1
$301K Buy
+6,645
New +$301K 0.11% 53
2022
Q3
Sell
-4,111
Closed -$209K 56
2022
Q2
$209K Buy
4,111
+127
+3% +$6.45K 0.15% 52
2022
Q1
$203K Sell
3,984
-1,525
-28% -$77.7K 0.14% 59
2021
Q4
$286K Buy
+5,509
New +$286K 0.2% 46