Lantern 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 | $300K | Buy |
+16,525
| New | +$300K | 0.18% | 113 |
|
|
2024
Q4 | $272K | Buy |
12,511
+586
| +5% | +$12.7K | 0.18% | 106 |
|
|
2024
Q3 | $278K | Buy |
11,925
+230
| +2% | +$5.36K | 0.19% | 100 |
|
|
2024
Q2 | $246K | Sell |
11,695
-1,170
| -9% | -$24.6K | 0.18% | 105 |
|
|
2024
Q1 | $540K | Buy |
12,865
+219
| +2% | +$9.19K | 0.38% | 69 |
|
|
2023
Q4 | $477K | Buy |
+12,646
| New | +$477K | 0.37% | 67 |
|