Sierra Summit Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,348
| Closed | -$243K | – | 219 |
|
|
2025
Q1 | $243K | Buy |
5,348
+75
| +1% | +$3.4K | 0.05% | 171 |
|
|
2024
Q4 | $211K | Sell |
5,273
-266
| -5% | -$10.6K | 0.04% | 148 |
|
|
2024
Q3 | $249K | Sell |
5,539
-612
| -10% | -$27.5K | 0.06% | 131 |
|
|
2024
Q2 | $254K | Sell |
6,151
-909
| -13% | -$37.5K | 0.06% | 140 |
|
|
2024
Q1 | $296K | Buy |
7,060
+1,204
| +21% | +$50.5K | 0.08% | 126 |
|
|
2023
Q4 | $221K | Buy |
+5,856
| New | +$221K | 0.06% | 178 |
|