Sage Private Wealth Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Sell |
8,249
-669
| -8% | -$28.9K | 0.23% | 65 |
|
|
2025
Q1 | $405K | Sell |
8,918
-287
| -3% | -$13K | 0.31% | 51 |
|
|
2024
Q4 | $368K | Sell |
9,205
-134
| -1% | -$5.36K | 0.28% | 53 |
|
|
2024
Q3 | $419K | Buy |
9,339
+1,374
| +17% | +$61.7K | 0.33% | 45 |
|
|
2024
Q2 | $329K | Buy |
7,965
+1,067
| +15% | +$44K | 0.28% | 59 |
|
|
2024
Q1 | $289K | Buy |
+6,898
| New | +$289K | 0.23% | 61 |
|
|
2022
Q4 | – | Sell |
-4,347
| Closed | -$165K | – | 181 |
|
|
2022
Q3 | $165K | Sell |
4,347
-775
| -15% | -$29.4K | 0.22% | 52 |
|
|
2022
Q2 | $260K | Buy |
5,122
+847
| +20% | +$43K | 0.37% | 41 |
|
|
2022
Q1 | $218K | Buy |
4,275
+450
| +12% | +$22.9K | 0.21% | 49 |
|
|
2021
Q4 | $198K | Buy |
3,825
+175
| +5% | +$9.06K | 0.25% | 50 |
|
|
2021
Q3 | $197K | Buy |
3,650
+65
| +2% | +$3.51K | 0.27% | 44 |
|
|
2021
Q2 | $201K | Buy |
3,585
+81
| +2% | +$4.54K | 0.27% | 43 |
|
|
2021
Q1 | $204K | Sell |
3,504
-611
| -15% | -$35.6K | 0.35% | 38 |
|
|
2020
Q4 | $242K | Buy |
+4,115
| New | +$242K | 0.68% | 27 |
|