Kingswood 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
Q2 | $2.31M | Sell |
53,354
-4,958
| -9% | -$215K | 0.18% | 122 |
|
|
2025
Q1 | $2.65M | Sell |
58,312
-6,322
| -10% | -$287K | 0.24% | 98 |
|
|
2024
Q4 | $2.58M | Sell |
64,634
-15,770
| -20% | -$631K | 0.19% | 115 |
|
|
2024
Q3 | $3.61M | Buy |
80,404
+10,277
| +15% | +$462K | 0.26% | 88 |
|
|
2024
Q2 | $2.89M | Buy |
70,127
+16,222
| +30% | +$669K | 0.26% | 82 |
|
|
2024
Q1 | $2.26M | Sell |
53,905
-20,890
| -28% | -$877K | 0.26% | 88 |
|
|
2023
Q4 | $2.82M | Buy |
74,795
+53,515
| +251% | +$2.02M | 0.32% | 66 |
|
|
2023
Q3 | $2M | Sell |
21,280
-4,562
| -18% | -$429K | 0.34% | 77 |
|
|
2023
Q2 | $961K | Buy |
+25,842
| New | +$961K | 0.31% | 85 |
|