Sax Wealth Advisors’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.05M Buy
2025
Q2
$1.01M Buy
2025
Q1
$1.02M Sell
2024
Q4
$1.06M Sell
2024
Q3
$1.23M Buy
2024
Q2
$522K Buy
2024
Q1
$419K Sell
2023
Q4
$411K Sell
2023
Q3
$396K Buy
2023
Q2
$429K Sell
2023
Q1
$539K Sell
2022
Q4
$614K Sell
2022
Q3
$604K Buy
2022
Q2
$775K Buy
2022
Q1
$756K Sell
2021
Q4
$778K Sell
2021
Q3
$830K Sell
2021
Q2
$880K Buy
2021
Q1
$690K Buy
2020
Q4
$511K Buy