Fortis Group 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 | $851K | Sell |
19,847
-6,359
| -24% | -$273K | 0.15% | 124 |
|
2025
Q1 | $1.19M | Buy |
26,206
+3,852
| +17% | +$175K | 0.23% | 100 |
|
2024
Q4 | $894K | Sell |
22,354
-158
| -0.7% | -$6.32K | 0.17% | 104 |
|
2024
Q3 | $1.01M | Buy |
22,512
+419
| +2% | +$18.8K | 0.19% | 92 |
|
2024
Q2 | $911K | Sell |
22,093
-4,258
| -16% | -$176K | 0.18% | 84 |
|
2024
Q1 | $1.11M | Sell |
26,351
-196
| -0.7% | -$8.22K | 0.2% | 87 |
|
2023
Q4 | $1.02M | Buy |
26,547
+4,913
| +23% | +$189K | 0.25% | 46 |
|
2023
Q3 | $809K | Buy |
21,634
+1,939
| +10% | +$72.6K | 0.25% | 48 |
|
2023
Q2 | $732K | Buy |
19,695
+3,847
| +24% | +$143K | 0.19% | 69 |
|
2023
Q1 | $615K | Buy |
+15,848
| New | +$615K | 0.19% | 60 |
|
2020
Q3 | $2.25M | Buy |
+37,876
| New | +$2.25M | 0.44% | 29 |
|