Rise 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
$146K Buy
3,370
+470
+16% +$20.3K 0.06% 118
2025
Q1
$132K Buy
2,900
+184
+7% +$8.35K 0.06% 121
2024
Q4
$109K Sell
2,716
-323
-11% -$12.9K 0.05% 135
2024
Q3
$136K Buy
3,039
+44
+1% +$1.98K 0.07% 121
2024
Q2
$124K Buy
2,995
+37
+1% +$1.53K 0.07% 128
2024
Q1
$124K Sell
2,958
-4,320
-59% -$181K 0.07% 127
2023
Q4
$274K Sell
7,278
-147
-2% -$5.54K 0.19% 54
2023
Q3
$241K Buy
7,425
+2,088
+39% +$67.7K 0.19% 49
2023
Q2
$198K Buy
5,337
+308
+6% +$11.5K 0.15% 65
2023
Q1
$196K Buy
5,029
+1,398
+39% +$54.4K 0.15% 67
2022
Q4
$143K Buy
3,631
+655
+22% +$25.8K 0.11% 78
2022
Q3
$113K Buy
2,976
+136
+5% +$5.16K 0.09% 86
2022
Q2
$144K Buy
2,840
+501
+21% +$25.4K 0.15% 71
2022
Q1
$119K Sell
2,339
-194
-8% -$9.87K 0.11% 87
2021
Q4
$132K Buy
+2,533
New +$132K 0.13% 83