Crux Wealth Advisors’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$305K Sell
7,040
-6,727
-49% -$291K 0.13% 138
2025
Q1
$624K Sell
13,767
-4,101
-23% -$186K 0.33% 90
2024
Q4
$715K Buy
+17,868
New +$715K 0.4% 74