Private Wealth Management Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $206K | Sell |
4,760
-841
| -15% | -$36.4K | 0.07% | 80 |
|
2025
Q1 | $254K | Sell |
5,601
-42
| -0.7% | -$1.91K | 0.09% | 69 |
|
2024
Q4 | $226K | Sell |
5,643
-19
| -0.3% | -$760 | 0.09% | 75 |
|
2024
Q3 | $254K | Buy |
5,662
+15
| +0.3% | +$674 | 0.1% | 66 |
|
2024
Q2 | $233K | Buy |
5,647
+205
| +4% | +$8.45K | 0.1% | 67 |
|
2024
Q1 | $228K | Sell |
5,442
-67
| -1% | -$2.81K | 0.1% | 63 |
|
2023
Q4 | $208K | Buy |
+5,509
| New | +$208K | 0.1% | 63 |
|