Finer Wealth Management’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.09M Buy
71,425
+16,681
+30% +$722K 1.65% 18
2025
Q1
$2.48M Buy
54,744
+2,384
+5% +$108K 1.49% 20
2024
Q4
$2.09M Sell
52,360
-3,514
-6% -$141K 1.2% 26
2024
Q3
$2.51M Buy
55,874
+1,799
+3% +$80.8K 1.55% 20
2024
Q2
$2.23M Sell
54,075
-1,332
-2% -$54.9K 1.44% 20
2024
Q1
$2.32M Buy
55,407
+670
+1% +$28.1K 1.53% 20
2023
Q4
$2.06M Sell
54,737
-7,848
-13% -$296K 1.54% 23
2023
Q3
$2.03M Buy
62,585
+1,538
+3% +$49.8K 1.62% 22
2023
Q2
$2.27M Buy
61,047
+1,628
+3% +$60.5K 1.77% 21
2023
Q1
$2.31M Buy
59,419
+4,246
+8% +$165K 1.95% 16
2022
Q4
$2.17M Sell
55,173
-14,277
-21% -$563K 2.03% 17
2022
Q3
$2.64M Sell
69,450
-1,342
-2% -$51K 2.6% 10
2022
Q2
$3.59M Buy
70,792
+6,746
+11% +$342K 3.28% 8
2022
Q1
$3.26M Buy
64,046
+6,614
+12% +$337K 2.66% 10
2021
Q4
$2.98M Buy
+57,432
New +$2.98M 2.48% 10