McCarter Private Wealth Services’s Verizon VZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$213K	Hold	4,930	–	–	0.12%	111
2025 Q1	$224K	Buy	+4,930	New	+$224K	0.15%	97
2024 Q4	–	Sell	-5,429	Closed	-$244K	–	107
2024 Q3	$244K	Buy	+5,429	New	+$244K	0.15%	92