Congress 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 | $31.1M | Buy |
718,943
+76,740
| +12% | +$3.32M | 0.3% | 76 |
|
|
2025
Q1 | $29M | Buy |
642,203
+140,299
| +28% | +$6.33M | 0.35% | 66 |
|
|
2024
Q4 | $20.1M | Sell |
501,904
-21,504
| -4% | -$860K | 0.28% | 97 |
|
|
2024
Q3 | $23.5M | Buy |
523,408
+433,733
| +484% | +$19.5M | 0.31% | 79 |
|
|
2024
Q2 | $3.7M | Buy |
89,675
+78,603
| +710% | +$3.24M | 0.06% | 286 |
|
|
2024
Q1 | $465K | Sell |
11,072
-22,694
| -67% | -$952K | 0.01% | 455 |
|
|
2023
Q4 | $1.27M | Buy |
33,766
+21,125
| +167% | +$796K | 0.02% | 366 |
|
|
2023
Q3 | $410K | Sell |
12,641
-1,970
| -13% | -$63.9K | 0.01% | 483 |
|
|
2023
Q2 | $543K | Sell |
14,611
-215,159
| -94% | -$8M | 0.01% | 405 |
|
|
2023
Q1 | $8.94M | Buy |
229,770
+58,996
| +35% | +$2.29M | 0.22% | 139 |
|
|
2022
Q4 | $6.73M | Sell |
170,774
-20,180
| -11% | -$795K | 0.17% | 161 |
|
|
2022
Q3 | $7.25M | Buy |
190,954
+5,144
| +3% | +$195K | 0.2% | 155 |
|
|
2022
Q2 | $9.43M | Sell |
185,810
-2,574
| -1% | -$131K | 0.24% | 125 |
|
|
2022
Q1 | $9.6M | Buy |
188,384
+60,381
| +47% | +$3.08M | 0.21% | 147 |
|
|
2021
Q4 | $6.65M | Buy |
+128,003
| New | +$6.65M | 0.13% | 189 |
|