Optivise Advisory 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 | $253K | Buy |
5,846
+611
| +12% | +$26.4K | 0.13% | 162 |
|
|
2025
Q1 | $237K | Sell |
5,235
-2,616
| -33% | -$119K | 0.13% | 159 |
|
|
2024
Q4 | $314K | Buy |
7,851
+2,141
| +37% | +$85.6K | 0.17% | 122 |
|
|
2024
Q3 | $256K | Sell |
5,710
-1,148
| -17% | -$51.6K | 0.13% | 138 |
|
|
2024
Q2 | $283K | Buy |
+6,858
| New | +$283K | 0.15% | 135 |
|