Primoris 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
$202K Buy
+4,660
New +$202K 0.14% 95
2022
Q3
Sell
-5,695
Closed -$288K 78
2022
Q2
$288K Buy
5,695
+970
+21% +$49.1K 0.41% 55
2022
Q1
$239K Hold
4,725
0.22% 67
2021
Q4
$244K Buy
+4,725
New +$244K 0.2% 72