Jamison Private Wealth Management’s Verizon VZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.33M	Sell	26,412 -739	-3%	-$34.3K	0.17%	108
2025 Q4	$1.11M	Sell	27,151 -341	-1%	-$13.8K	0.14%	114
2025 Q3	$1.21M	Buy	27,492 +589	+2%	+$25.5K	0.16%	107
2025 Q2	$1.16M	Buy	26,903 +26	+0.1%	+$1.13K	0.17%	98
2025 Q1	$1.22M	Sell	26,877 -6,297	-19%	-$262K	0.19%	98
2024 Q4	$1.33M	Sell	33,174 -332	-1%	-$14K	0.2%	97
2024 Q3	$1.5M	Buy	33,506 +195	+0.6%	+$8.14K	0.23%	89
2024 Q2	$1.37M	Sell	33,311 -1,447	-4%	-$58.3K	0.23%	86
2024 Q1	$1.46M	Buy	34,758 +3,993	+13%	+$161K	0.25%	84
2023 Q4	$1.16M	Sell	30,765 -16,447	-35%	-$582K	0.22%	88
2023 Q3	$1.53M	Buy	+47,212	New	+$1.6M	0.32%	77