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