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Root Financial Partners’s Verizon VZ Stock Holding History

Root Financial Partners’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$588K Buy
13,594
+4,748
+54% +$205K 0.06% 109
2025
Q1 		$401K Buy
8,846
+1,072
+14% +$48.6K 0.04% 131
2024
Q4 		$311K Buy
+7,774
New +$311K 0.04% 152