Congress Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.1M | Buy |
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|
2025
Q1 | $29M | Buy |
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|
2024
Q4 | $20.1M | Sell |
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|
2024
Q3 | $23.5M | Buy |
|
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|
2024
Q2 | $3.7M | Buy |
|
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|
2024
Q1 | $465K | Sell |
|
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|
2023
Q4 | $1.27M | Buy |
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|
2023
Q3 | $410K | Sell |
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|
2023
Q2 | $543K | Sell |
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|
2023
Q1 | $8.94M | Buy |
|
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|
2022
Q4 | $6.73M | Sell |
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|
2022
Q3 | $7.25M | Buy |
|
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|
2022
Q2 | $9.43M | Sell |
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|
2022
Q1 | $9.6M | Buy |
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|
2021
Q4 | $6.65M | Buy |
|