Kapstone Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $293K | Sell |
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|
2025
Q2 | $304K | Sell |
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|
2025
Q1 | $333K | Hold |
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|
2024
Q4 | $296K | Sell |
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|
2024
Q3 | $348K | Hold |
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|
2024
Q2 | $320K | Sell |
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|
2024
Q1 | $353K | Sell |
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|
2023
Q4 | $381K | Sell |
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|
2023
Q3 | $333K | Sell |
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|
2023
Q2 | $413K | Sell |
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|
2023
Q1 | $543K | Hold |
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|
2022
Q4 | $577K | Buy |
|