Petra 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
$241K Buy
5,568
+163
+3% +$7.05K 0.15% 128
2025
Q1
$245K Sell
5,405
-285
-5% -$12.9K 0.2% 110
2024
Q4
$228K Sell
5,690
-988
-15% -$39.5K 0.15% 127
2024
Q3
$300K Sell
6,678
-1,667
-20% -$74.9K 0.2% 112
2024
Q2
$344K Sell
8,345
-43
-0.5% -$1.77K 0.25% 92
2024
Q1
$340K Buy
8,388
+2,451
+41% +$99.5K 0.25% 93
2023
Q4
$224K Sell
5,937
-2,857
-32% -$108K 0.19% 105
2023
Q3
$285K Buy
8,794
+1,498
+21% +$48.5K 0.24% 97
2023
Q2
$271K Sell
7,296
-3,014
-29% -$112K 0.24% 92
2023
Q1
$401K Buy
10,310
+600
+6% +$23.3K 0.4% 48
2022
Q4
$383K Buy
+9,710
New +$383K 0.42% 59