Quantum Financial 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 | $519K | Buy |
12,001
+137
| +1% | +$5.93K | 0.07% | 87 |
|
|
2025
Q1 | $538K | Sell |
11,864
-205
| -2% | -$9.3K | 0.08% | 90 |
|
|
2024
Q4 | $483K | Sell |
12,069
-781
| -6% | -$31.2K | 0.07% | 90 |
|
|
2024
Q3 | $577K | Sell |
12,850
-1,715
| -12% | -$77K | 0.09% | 88 |
|
|
2024
Q2 | $601K | Buy |
14,565
+463
| +3% | +$19.1K | 0.11% | 79 |
|
|
2024
Q1 | $592K | Buy |
14,102
+4,296
| +44% | +$180K | 0.11% | 79 |
|
|
2023
Q4 | $370K | Sell |
9,806
-5,238
| -35% | -$197K | 0.09% | 66 |
|
|
2023
Q3 | $488K | Buy |
15,044
+8,569
| +132% | +$278K | 0.14% | 54 |
|
|
2023
Q2 | $241K | Buy |
+6,475
| New | +$241K | 0.07% | 82 |
|
|
2023
Q1 | – | Sell |
-6,028
| Closed | -$237K | – | 100 |
|
|
2022
Q4 | $237K | Sell |
6,028
-271
| -4% | -$10.7K | 0.11% | 72 |
|
|
2022
Q3 | $239K | Sell |
6,299
-40
| -0.6% | -$1.52K | 0.11% | 62 |
|
|
2022
Q2 | $284K | Buy |
+6,339
| New | +$284K | 0.11% | 64 |
|