Integris 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 | $211K | Buy |
+4,875
| New | +$211K | 0.06% | 110 |
|
|
2024
Q4 | – | Sell |
-5,973
| Closed | -$268K | – | 111 |
|
|
2024
Q3 | $268K | Hold |
5,973
| – | – | 0.07% | 80 |
|
|
2024
Q2 | $246K | Sell |
5,973
-143
| -2% | -$5.9K | 0.07% | 82 |
|
|
2024
Q1 | $257K | Sell |
6,116
-1,684
| -22% | -$70.7K | 0.07% | 85 |
|
|
2023
Q4 | $294K | Buy |
+7,800
| New | +$294K | 0.09% | 73 |
|
|
2023
Q3 | – | Sell |
-5,851
| Closed | -$218K | – | 86 |
|
|
2023
Q2 | $218K | Hold |
5,851
| – | – | 0.08% | 79 |
|
|
2023
Q1 | $228K | Hold |
5,851
| – | – | 0.08% | 79 |
|
|
2022
Q4 | $231K | Buy |
+5,851
| New | +$231K | 0.09% | 74 |
|