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 |
|