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 |
|