Northwest Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Sell |
7,515
-348
| -4% | -$15.1K | 0.45% | 65 |
|
|
2025
Q1 | $357K | Sell |
7,863
-20
| -0.3% | -$907 | 0.3% | 76 |
|
|
2024
Q4 | $315K | Buy |
7,883
+123
| +2% | +$4.92K | 0.26% | 81 |
|
|
2024
Q3 | $348K | Buy |
7,760
+255
| +3% | +$11.5K | 0.28% | 70 |
|
|
2024
Q2 | $310K | Sell |
7,505
-29
| -0.4% | -$1.2K | 0.31% | 71 |
|
|
2024
Q1 | $316K | Sell |
7,534
-298
| -4% | -$12.5K | 0.35% | 71 |
|
|
2023
Q4 | $295K | Buy |
+7,832
| New | +$295K | 0.25% | 67 |
|