Journey Strategic 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 | $1.49M | Buy |
34,444
+11,321
| +49% | +$490K | 0.05% | 118 |
|
|
2025
Q1 | $1.05M | Buy |
23,123
+896
| +4% | +$40.6K | 0.04% | 129 |
|
|
2024
Q4 | $889K | Buy |
22,227
+348
| +2% | +$13.9K | 0.03% | 137 |
|
|
2024
Q3 | $983K | Buy |
21,879
+10,326
| +89% | +$464K | 0.04% | 127 |
|
|
2024
Q2 | $476K | Buy |
11,553
+4,773
| +70% | +$197K | 0.02% | 167 |
|
|
2024
Q1 | $284K | Buy |
+6,780
| New | +$284K | 0.01% | 194 |
|
|
2023
Q3 | – | Sell |
-6,907
| Closed | -$257K | – | 226 |
|
|
2023
Q2 | $257K | Sell |
6,907
-8,581
| -55% | -$319K | 0.01% | 137 |
|
|
2023
Q1 | $602K | Sell |
15,488
-727
| -4% | -$28.3K | 0.06% | 86 |
|
|
2022
Q4 | $639K | Buy |
+16,215
| New | +$639K | 0.08% | 81 |
|
|
2022
Q2 | – | Sell |
-8,073
| Closed | -$411K | – | 215 |
|
|
2022
Q1 | $411K | Buy |
8,073
+873
| +12% | +$44.4K | 0.04% | 68 |
|
|
2021
Q4 | $374K | Buy |
+7,200
| New | +$374K | 0.04% | 98 |
|