Modern 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 | $2.37M | Buy |
54,842
+4,945
| +10% | +$214K | 0.06% | 248 |
|
|
2025
Q1 | $2.26M | Buy |
49,897
+6,676
| +15% | +$303K | 0.07% | 196 |
|
|
2024
Q4 | $1.73M | Buy |
43,221
+4,042
| +10% | +$162K | 0.06% | 196 |
|
|
2024
Q3 | $1.76M | Buy |
39,179
+3,522
| +10% | +$158K | 0.11% | 123 |
|
|
2024
Q2 | $1.47M | Buy |
35,657
+21,183
| +146% | +$874K | 0.11% | 114 |
|
|
2024
Q1 | $607K | Buy |
14,474
+2,383
| +20% | +$100K | 0.06% | 155 |
|
|
2023
Q4 | $456K | Buy |
+12,091
| New | +$456K | 0.06% | 97 |
|