Ethos Financial Group’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$375K Sell
8,672
-841
-9% -$36.4K 0.03% 305
2025
Q1
$382K Buy
9,513
+228
+2% +$9.15K 0.04% 288
2024
Q4
$371K Sell
9,285
-1,401
-13% -$56K 0.05% 197
2024
Q3
$480K Buy
10,686
+789
+8% +$35.4K 0.08% 136
2024
Q2
$434K Buy
9,897
+1,191
+14% +$52.2K 0.08% 150
2024
Q1
$365K Sell
8,706
-281
-3% -$11.8K 0.07% 183
2023
Q4
$339K Sell
8,987
-9,903
-52% -$374K 0.07% 179
2023
Q3
$612K Sell
18,890
-2,984
-14% -$96.7K 0.16% 81
2023
Q2
$851K Hold
21,874
0.29% 54
2023
Q1
$851K Buy
21,874
+2,597
+13% +$101K 0.26% 59
2022
Q4
$762K Buy
+19,277
New +$762K 0.26% 59