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