Everpar 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
$842K Sell
19,465
-597
-3% -$25.8K 0.38% 50
2025
Q1
$910K Buy
20,062
+3,793
+23% +$172K 0.48% 41
2024
Q4
$651K Sell
16,269
-4,765
-23% -$191K 0.33% 74
2024
Q3
$945K Buy
21,034
+5,748
+38% +$258K 0.49% 42
2024
Q2
$630K Buy
15,286
+2,462
+19% +$102K 0.32% 83
2024
Q1
$538K Sell
12,824
-14,036
-52% -$589K 0.33% 89
2023
Q4
$1.01M Buy
+26,860
New +$1.01M 0.47% 50