Novak & Powell Financial Services’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$293K Sell
6,778
-660
-9% -$28.6K 0.2% 106
2025
Q1
$337K Sell
7,438
-163
-2% -$7.39K 0.21% 99
2024
Q4
$304K Sell
7,601
-19
-0.2% -$760 0.18% 104
2024
Q3
$342K Buy
7,620
+423
+6% +$19K 0.2% 100
2024
Q2
$297K Sell
7,197
-466
-6% -$19.2K 0.18% 106
2024
Q1
$322K Buy
7,663
+297
+4% +$12.5K 0.24% 96
2023
Q4
$278K Buy
+7,366
New +$278K 0.19% 107