Naviter Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
42,852
-3,684
| -8% | -$159K | 0.23% | 118 |
|
|
2025
Q1 | $2.09M | Buy |
46,536
+89
| +0.2% | +$4K | 0.25% | 109 |
|
|
2024
Q4 | $1.86M | Sell |
46,447
-1,151
| -2% | -$46K | 0.22% | 121 |
|
|
2024
Q3 | $2.14M | Sell |
47,598
-313
| -0.7% | -$14.1K | 0.3% | 92 |
|
|
2024
Q2 | $1.98M | Buy |
47,911
+3,532
| +8% | +$146K | 0.3% | 94 |
|
|
2024
Q1 | $1.86M | Buy |
44,379
+2,486
| +6% | +$104K | 0.3% | 92 |
|
|
2023
Q4 | $1.58M | Buy |
41,893
+8,896
| +27% | +$335K | 0.32% | 86 |
|
|
2023
Q3 | $1.07M | Buy |
32,997
+2,730
| +9% | +$88.5K | 0.26% | 91 |
|
|
2023
Q2 | $1.13M | Buy |
30,267
+2,981
| +11% | +$111K | 0.29% | 93 |
|
|
2023
Q1 | $1.06M | Buy |
27,286
+1,839
| +7% | +$71.5K | 0.37% | 76 |
|
|
2022
Q4 | $1.04M | Buy |
25,447
+4,014
| +19% | +$165K | 0.29% | 87 |
|
|
2022
Q3 | $814K | Buy |
21,433
+5,617
| +36% | +$213K | 0.33% | 72 |
|
|
2022
Q2 | $803K | Buy |
+15,816
| New | +$803K | 0.33% | 73 |
|