Core Wealth Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $694K | Sell |
16,040
-1,231
| -7% | -$53.3K | 0.35% | 67 |
|
|
2025
Q1 | $783K | Sell |
17,271
-3,885
| -18% | -$176K | 0.46% | 55 |
|
|
2024
Q4 | $846K | Buy |
21,156
+1,183
| +6% | +$47.3K | 0.48% | 51 |
|
|
2024
Q3 | $897K | Buy |
19,973
+3,544
| +22% | +$159K | 0.54% | 51 |
|
|
2024
Q2 | $678K | Buy |
+16,429
| New | +$678K | 0.46% | 49 |
|
|
2023
Q3 | – | Sell |
-6,578
| Closed | -$245K | – | 116 |
|
|
2023
Q2 | $245K | Hold |
6,578
| – | – | 0.23% | 84 |
|
|
2023
Q1 | $256K | Sell |
6,578
-1,760
| -21% | -$68.4K | 0.26% | 74 |
|
|
2022
Q4 | $451K | Buy |
+8,338
| New | +$451K | 0.51% | 51 |
|