Elevation 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
$41.2K Hold
951
0.02% 254
2025
Q1
$43.2K Hold
951
0.02% 247
2024
Q4
$38.1K Buy
951
+188
+25% +$7.52K 0.02% 256
2024
Q3
$34.3K Buy
763
+8
+1% +$360 0.01% 260
2024
Q2
$31.1K Sell
755
-754
-50% -$31.1K 0.01% 256
2024
Q1
$63.3K Sell
1,509
-382
-20% -$16K 0.03% 198
2023
Q4
$61.3K Buy
1,891
+1,372
+264% +$44.5K 0.04% 192
2023
Q3
$16.8K Buy
519
+10
+2% +$324 0.01% 219
2023
Q2
$18.9K Sell
509
-991
-66% -$36.8K 0.02% 217
2023
Q1
$58.3K Buy
+1,500
New +$58.3K 0.05% 140