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Running Point Capital Advisors’s Verizon VZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$232K Sell
5,372
-23
-0.4% -$995 0.06% 112
2025
Q1
$245K Buy
+5,395
New +$245K 0.08% 105
2024
Q4
Sell
-4,561
Closed -$205K 167
2024
Q3
$205K Buy
+4,561
New +$205K 0.08% 92
2022
Q2
Sell
-4,130
Closed -$210K 237
2022
Q1
$210K Buy
+4,130
New +$210K 0.12% 93