Philip James Wealth Mangement’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$223K Buy
5,152
+659
+15% +$28.5K 0.03% 158
2025
Q1
$204K Buy
+4,493
New +$204K 0.02% 163
2024
Q4
Sell
-4,472
Closed -$201K 177
2024
Q3
$201K Buy
+4,472
New +$201K 0.02% 162