Fiduciary Alliance’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
32,660
+6,342
| +24% | +$274K | 0.11% | 183 |
|
|
2025
Q1 | $1.19M | Buy |
26,318
+735
| +3% | +$33.3K | 0.12% | 150 |
|
|
2024
Q4 | $1.02M | Buy |
25,583
+6,059
| +31% | +$242K | 0.1% | 161 |
|
|
2024
Q3 | $877K | Buy |
19,524
+11,889
| +156% | +$534K | 0.12% | 116 |
|
|
2024
Q2 | $314K | Buy |
+7,635
| New | +$314K | 0.05% | 160 |
|
|
2023
Q3 | – | Sell |
-880
| Closed | -$32.7K | – | 942 |
|
|
2023
Q2 | $32.7K | Buy |
+880
| New | +$32.7K | 0.01% | 369 |
|
|
2023
Q1 | – | Sell |
-350
| Closed | -$13.8K | – | 864 |
|
|
2022
Q4 | $13.8K | Buy |
+350
| New | +$13.8K | ﹤0.01% | 352 |
|