Montz Harcus Wealth Management’s Verizon VZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-6,248	Closed	-$237K	–	55
2022 Q3	$237K	Sell	6,248 -1,148	-16%	-$43.5K	0.26%	46
2022 Q2	$375K	Buy	7,396 +328	+5%	+$16.6K	0.4%	31
2022 Q1	$360K	Buy	7,068 +996	+16%	+$50.7K	0.32%	36
2021 Q4	$315K	Buy	+6,072	New	+$315K	0.28%	35