Invera Wealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $773K | Buy |
17,071
+34
| +0.2% | +$1.54K | 0.91% | 34 |
|
|
2024
Q4 | $667K | Buy |
17,037
+369
| +2% | +$14.4K | 0.66% | 35 |
|
|
2024
Q3 | $678K | Buy |
16,668
+592
| +4% | +$24.1K | 0.67% | 34 |
|
|
2024
Q2 | $663K | Buy |
16,076
+3,154
| +24% | +$130K | 0.68% | 34 |
|
|
2024
Q1 | $519K | Buy |
12,922
+5,814
| +82% | +$233K | 0.44% | 50 |
|
|
2023
Q4 | $268K | Buy |
+7,108
| New | +$268K | 0.17% | 87 |
|