Cove Private Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Buy |
10,343
+280
| +3% | +$12.1K | 0.16% | 110 |
|
|
2025
Q1 | $456K | Buy |
10,063
+667
| +7% | +$30.3K | 0.24% | 91 |
|
|
2024
Q4 | $376K | Buy |
9,396
+2,711
| +41% | +$108K | 0.23% | 81 |
|
|
2024
Q3 | $300K | Sell |
6,685
-1,176
| -15% | -$52.8K | 0.23% | 70 |
|
|
2024
Q2 | $324K | Hold |
7,861
| – | – | 0.26% | 64 |
|
|
2024
Q1 | $330K | Hold |
7,861
| – | – | 0.28% | 62 |
|
|
2023
Q4 | $296K | Buy |
+7,861
| New | +$296K | 0.28% | 66 |
|