First Affirmative Financial Network’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$438K Sell
9,657
-1,274
-12% -$57.8K 0.27% 104
2024
Q4
$437K Buy
10,931
+96
+0.9% +$3.84K 0.25% 103
2024
Q3
$487K Buy
10,835
+470
+5% +$21.1K 0.27% 101
2024
Q2
$427K Buy
10,365
+596
+6% +$24.6K 0.3% 103
2024
Q1
$410K Sell
9,769
-18
-0.2% -$755 0.3% 102
2023
Q4
$369K Buy
9,787
+321
+3% +$12.1K 0.29% 108
2023
Q3
$307K Buy
9,466
+459
+5% +$14.9K 0.3% 109
2023
Q2
$335K Buy
9,007
+1,659
+23% +$61.7K 0.33% 97
2023
Q1
$286K Buy
7,348
+586
+9% +$22.8K 0.33% 90
2022
Q4
$266K Buy
6,762
+249
+4% +$9.81K 0.32% 98
2022
Q3
$247K Sell
6,513
-850
-12% -$32.2K 0.31% 97
2022
Q2
$374K Sell
7,363
-1,497
-17% -$76K 0.43% 62
2022
Q1
$451K Buy
8,860
+1,932
+28% +$98.3K 0.43% 59
2021
Q4
$360K Sell
6,928
-3,255
-32% -$169K 0.33% 90
2021
Q3
$550K Buy
+10,183
New +$550K 0.57% 41