Simplicity Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.14M | Buy |
95,631
+58,656
| +159% | +$2.54M | 0.17% | 133 |
|
|
2025
Q1 | $1.68M | Buy |
+36,975
| New | +$1.68M | 0.13% | 177 |
|
|
2024
Q4 | – | Sell |
-29,454
| Closed | -$1.32M | – | 518 |
|
|
2024
Q3 | $1.32M | Sell |
29,454
-94,712
| -76% | -$4.25M | 0.12% | 153 |
|
|
2024
Q2 | $5.12M | Sell |
124,166
-12,117
| -9% | -$500K | 0.12% | 177 |
|
|
2024
Q1 | $5.72M | Buy |
136,283
+128,924
| +1,752% | +$5.41M | 0.14% | 154 |
|
|
2023
Q4 | $277K | Buy |
+7,359
| New | +$277K | 0.11% | 147 |
|