SWP
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Sagespring Wealth Partners’s Verizon VZ Stock Holding History

Sagespring Wealth 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 		$4.83M Buy
111,717
+8,571
+8% +$371K 0.1% 104
2025
Q1 		$4.68M Sell
103,146
-2,410
-2% -$109K 0.12% 93
2024
Q4 		$4.22M Buy
+105,556
New +$4.22M 0.11% 89