Genesis Private Wealth’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$270K Buy
6,231
+8
+0.1% +$346 0.13% 106
2025
Q1
$282K Sell
6,223
-747
-11% -$33.9K 0.15% 90
2024
Q4
$279K Buy
+6,970
New +$279K 0.15% 85