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Penn Davis McFarland’s Verizon VZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.09M Buy
94,522
+4,435
+5% +$192K 0.46% 35
2025
Q1
$4.09M Sell
90,087
-430
-0.5% -$19.5K 0.48% 35
2024
Q4
$3.62M Sell
90,517
-1,515
-2% -$60.6K 0.39% 39
2024
Q3
$4.13M Buy
+92,032
New +$4.13M 0.46% 38