Lifeworks 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 | $874K | Sell |
20,202
-827
| -4% | -$35.8K | 0.13% | 140 |
|
|
2025
Q1 | $954K | Buy |
21,029
+577
| +3% | +$26.2K | 0.16% | 129 |
|
|
2024
Q4 | $818K | Sell |
20,452
-724
| -3% | -$29K | 0.15% | 133 |
|
|
2024
Q3 | $951K | Buy |
21,176
+927
| +5% | +$41.6K | 0.19% | 118 |
|
|
2024
Q2 | $835K | Sell |
20,249
-1,419
| -7% | -$58.5K | 0.23% | 97 |
|
|
2024
Q1 | $909K | Sell |
21,668
-1,506
| -6% | -$63.2K | 0.25% | 91 |
|
|
2023
Q4 | $874K | Sell |
23,174
-3,514
| -13% | -$132K | 0.3% | 86 |
|
|
2023
Q3 | $865K | Buy |
26,688
+10,264
| +62% | +$333K | 0.34% | 85 |
|
|
2023
Q2 | $611K | Sell |
16,424
-771
| -4% | -$28.7K | 0.26% | 95 |
|
|
2023
Q1 | $669K | Buy |
17,195
+5,967
| +53% | +$232K | 0.32% | 93 |
|
|
2022
Q4 | $442K | Buy |
11,228
+3,130
| +39% | +$123K | 0.25% | 86 |
|
|
2022
Q3 | $303K | Buy |
8,098
+2,251
| +38% | +$84.2K | 0.17% | 100 |
|
|
2022
Q2 | $297K | Buy |
+5,847
| New | +$297K | 0.19% | 101 |
|