Marion Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Sell |
6,692
-253
| -4% | -$10.9K | 0.07% | 109 |
|
|
2025
Q1 | $315K | Hold |
6,945
| – | – | 0.08% | 104 |
|
|
2024
Q4 | $278K | Sell |
6,945
-1
| -0% | -$40 | 0.07% | 114 |
|
|
2024
Q3 | $312K | Hold |
6,946
| – | – | 0.08% | 109 |
|
|
2024
Q2 | $286K | Sell |
6,946
-3,406
| -33% | -$140K | 0.08% | 109 |
|
|
2024
Q1 | $434K | Buy |
10,352
+861
| +9% | +$36.1K | 0.13% | 92 |
|
|
2023
Q4 | $358K | Sell |
9,491
-2,983
| -24% | -$112K | 0.11% | 99 |
|
|
2023
Q3 | $404K | Buy |
12,474
+5,553
| +80% | +$180K | 0.14% | 91 |
|
|
2023
Q2 | $257K | Hold |
6,921
| – | – | 0.09% | 98 |
|
|
2023
Q1 | $269K | Buy |
6,921
+30
| +0.4% | +$1.17K | 0.1% | 94 |
|
|
2022
Q4 | $272K | Hold |
6,891
| – | – | 0.11% | 90 |
|
|
2022
Q3 | $262K | Buy |
6,891
+784
| +13% | +$29.8K | 0.13% | 92 |
|
|
2022
Q2 | $310K | Hold |
6,107
| – | – | 0.16% | 90 |
|
|
2022
Q1 | $311K | Hold |
6,107
| – | – | 0.15% | 85 |
|
|
2021
Q4 | $317K | Buy |
+6,107
| New | +$317K | 0.15% | 88 |
|