Phoenix Wealth 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 | $2.62M | Sell |
60,536
-1,877
| -3% | -$81.2K | 1.1% | 26 |
|
|
2025
Q1 | $2.83M | Buy |
62,413
+97
| +0.2% | +$4.4K | 1.23% | 25 |
|
|
2024
Q4 | $2.49M | Sell |
62,316
-2,689
| -4% | -$108K | 1.08% | 30 |
|
|
2024
Q3 | $2.92M | Sell |
65,005
-667
| -1% | -$30K | 1.36% | 20 |
|
|
2024
Q2 | $2.71M | Buy |
65,672
+26,868
| +69% | +$1.11M | 1.36% | 23 |
|
|
2024
Q1 | $1.63M | Buy |
+38,804
| New | +$1.63M | 0.99% | 33 |
|
|
2022
Q4 | – | Sell |
-55,806
| Closed | -$2.12M | – | 122 |
|
|
2022
Q3 | $2.12M | Sell |
55,806
-733
| -1% | -$27.8K | 2.12% | 20 |
|
|
2022
Q2 | $2.87M | Buy |
56,539
+877
| +2% | +$44.5K | 2.83% | 6 |
|
|
2022
Q1 | $2.96M | Sell |
55,662
-1,659
| -3% | -$88.3K | 3.06% | 10 |
|
|
2021
Q4 | $2.98M | Buy |
57,321
+1,236
| +2% | +$64.2K | 2.25% | 15 |
|
|
2021
Q3 | $3.03M | Buy |
56,085
+938
| +2% | +$50.7K | 2.26% | 10 |
|
|
2021
Q2 | $3.11M | Buy |
55,147
+1,470
| +3% | +$82.9K | 2.24% | 4 |
|
|
2021
Q1 | $3.13M | Buy |
53,677
+555
| +1% | +$32.4K | 2.43% | 4 |
|
|
2020
Q4 | $3.12M | Buy |
+53,122
| New | +$3.12M | 2.37% | 6 |
|