Johnson & White 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 | $368K | Buy |
8,512
+388
| +5% | +$16.8K | 0.19% | 77 |
|
2025
Q1 | $369K | Buy |
8,124
+208
| +3% | +$9.45K | 0.21% | 72 |
|
2024
Q4 | $318K | Sell |
7,916
-1,392
| -15% | -$55.9K | 0.19% | 76 |
|
2024
Q3 | $418K | Buy |
9,308
+1,130
| +14% | +$50.7K | 0.36% | 39 |
|
2024
Q2 | $337K | Buy |
8,178
+3,148
| +63% | +$130K | 0.32% | 40 |
|
2024
Q1 | $211K | Buy |
+5,030
| New | +$211K | 0.15% | 83 |
|
2023
Q1 | – | Sell |
-25,609
| Closed | -$848K | – | 123 |
|
2022
Q4 | $848K | Buy |
+25,609
| New | +$848K | 0.85% | 30 |
|