Quotient Wealth Partners’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.5M Buy
34,737
+1,514
+5% +$65.5K 0.04% 94
2025
Q1
$1.51M Buy
33,223
+370
+1% +$16.8K 0.05% 89
2024
Q4
$1.31M Buy
32,853
+9,834
+43% +$393K 0.04% 87
2024
Q3
$1.03M Sell
23,019
-3,347
-13% -$150K 0.03% 108
2024
Q2
$1.09M Buy
26,366
+3,252
+14% +$134K 0.04% 101
2024
Q1
$970K Sell
23,114
-2,510
-10% -$105K 0.03% 109
2023
Q4
$966K Buy
+25,624
New +$966K 0.04% 120