Convergence Financial’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$521K Buy
12,047
+2,253
+23% +$97.5K 0.09% 108
2025
Q1
$444K Buy
9,794
+1,661
+20% +$75.3K 0.09% 108
2024
Q4
$325K Buy
8,133
+1,914
+31% +$76.5K 0.06% 116
2024
Q3
$279K Sell
6,219
-3,520
-36% -$158K 0.06% 128
2024
Q2
$402K Buy
+9,739
New +$402K 0.11% 101