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Claris Financial’s Verizon VZ Stock Holding History

Claris Financial’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$356K Buy
8,238
+2,189
+36% +$94.7K 0.27% 94
2025
Q1 		$242K Hold
6,049
– – 0.16% 135
2024
Q4 		$242K Buy
+6,049
New +$242K 0.16% 135