DWM
Diversify Wealth Management’s Verizon VZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.64M | Buy |
153,566
+12,938
| +9% | +$560K | 0.41% | 58 |
|
2025
Q1 | $6.04M | Buy |
140,628
+22,134
| +19% | +$951K | 0.45% | 51 |
|
2024
Q4 | $4.48M | Buy |
118,494
+36,704
| +45% | +$1.39M | 0.35% | 72 |
|
2024
Q3 | $3.51M | Buy |
81,790
+5,470
| +7% | +$234K | 0.34% | 77 |
|
2024
Q2 | $3.04M | Buy |
+76,320
| New | +$3.04M | 0.38% | 64 |
|