Milestone Asset 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
$699K Sell
16,160
-1,531
-9% -$66.2K 0.15% 115
2025
Q1
$802K Sell
17,691
-45,826
-72% -$2.08M 0.17% 103
2024
Q4
$2.54M Buy
63,517
+22,988
+57% +$919K 0.56% 45
2024
Q3
$1.82M Buy
+40,529
New +$1.82M 0.41% 52