Compass 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 | – | Sell |
-395
| Closed | -$17.9K | – | 415 |
|
|
2025
Q1 | $17.9K | Hold |
395
| – | – | ﹤0.01% | 330 |
|
|
2024
Q4 | $15.8K | Hold |
395
| – | – | ﹤0.01% | 330 |
|
|
2024
Q3 | $17.7K | Sell |
395
-300
| -43% | -$13.5K | ﹤0.01% | 331 |
|
|
2024
Q2 | $28.7K | Hold |
695
| – | – | 0.01% | 300 |
|
|
2024
Q1 | $29.2K | Hold |
695
| – | – | 0.01% | 296 |
|
|
2023
Q4 | $26.2K | Hold |
695
| – | – | 0.01% | 294 |
|
|
2023
Q3 | $22.5K | Buy |
695
+250
| +56% | +$8.1K | 0.01% | 303 |
|
|
2023
Q2 | $16.6K | Hold |
445
| – | – | 0.01% | 341 |
|
|
2023
Q1 | $17.3K | Buy |
445
+300
| +207% | +$11.7K | 0.01% | 336 |
|
|
2022
Q4 | $5.71K | Buy |
+145
| New | +$5.71K | ﹤0.01% | 378 |
|