Optimist Retirement Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Sell |
56,637
-300
| -0.5% | -$13K | 1.17% | 21 |
|
|
2025
Q1 | $2.58M | Buy |
56,937
+1,387
| +2% | +$62.9K | 1.29% | 13 |
|
|
2024
Q4 | $2.22M | Sell |
55,550
-672
| -1% | -$26.9K | 1.05% | 23 |
|
|
2024
Q3 | $2.52M | Buy |
56,222
+1,047
| +2% | +$47K | 1.14% | 20 |
|
|
2024
Q2 | $2.28M | Buy |
55,175
+1,208
| +2% | +$49.8K | 1.2% | 20 |
|
|
2024
Q1 | $2.26M | Buy |
53,967
+37,213
| +222% | +$1.56M | 1.16% | 18 |
|
|
2023
Q4 | $632K | Buy |
+16,754
| New | +$632K | 0.41% | 40 |
|