PRI
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Prepared Retirement Institute’s Verizon VZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$210K Sell
4,845
-1,514
-24% -$65.5K 0.12% 85
2025
Q1
$288K Sell
6,359
-681
-10% -$30.9K 0.18% 63
2024
Q4
$282K Buy
7,040
+35
+0.5% +$1.4K 0.16% 68
2024
Q3
$315K Sell
7,005
-277
-4% -$12.4K 0.19% 56
2024
Q2
$300K Buy
7,282
+5
+0.1% +$206 0.2% 59
2024
Q1
$305K Sell
7,277
-9,197
-56% -$386K 0.23% 51
2023
Q4
$621K Buy
+16,474
New +$621K 0.47% 31