SPW
Sonoma Private Wealth’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,673
| Closed | -$212K | – | 76 |
|
|
2025
Q1 | $212K | Buy |
+4,673
| New | +$212K | 0.29% | 69 |
|
|
2023
Q4 | – | Sell |
-6,401
| Closed | -$207K | – | 91 |
|
|
2023
Q3 | $207K | Sell |
6,401
-31
| -0.5% | -$1.01K | 0.38% | 70 |
|
|
2023
Q2 | $239K | Buy |
6,432
+479
| +8% | +$17.8K | 0.42% | 71 |
|
|
2023
Q1 | $232K | Buy |
+5,953
| New | +$232K | 0.46% | 64 |
|