Spire Wealth Management’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.63M Sell
37,657
-14,134
-27% -$612K 0.06% 270
2025
Q1
$2.35M Buy
51,791
+1,774
+4% +$80.5K 0.08% 245
2024
Q4
$2M Sell
50,017
-7,637
-13% -$305K 0.06% 244
2024
Q3
$2.59M Sell
57,654
-6,748
-10% -$303K 0.09% 192
2024
Q2
$2.66M Sell
64,402
-12,717
-16% -$524K 0.09% 189
2024
Q1
$3.24M Buy
77,119
+2,244
+3% +$94.2K 0.06% 195
2023
Q4
$2.94M Buy
74,875
+881
+1% +$34.7K 0.1% 192
2023
Q3
$2.4M Sell
73,994
-7,483
-9% -$243K 0.09% 201
2023
Q2
$3.03M Sell
81,477
-2,954
-3% -$110K 0.11% 178
2023
Q1
$3.28M Buy
84,431
+41,743
+98% +$1.62M 0.13% 152
2022
Q4
$1.68M Buy
42,688
+7,065
+20% +$278K 0.09% 170
2022
Q3
$1.35M Sell
35,623
-60,973
-63% -$2.32M 0.08% 172
2022
Q2
$4.9M Sell
96,596
-13,967
-13% -$709K 0.2% 123
2022
Q1
$5.63M Sell
110,563
-57,138
-34% -$2.91M 0.15% 146
2021
Q4
$8.71M Buy
167,701
+28,518
+20% +$1.48M 0.19% 129
2021
Q3
$7.52M Buy
139,183
+5,519
+4% +$298K 0.2% 128
2021
Q2
$7.49M Sell
133,664
-64,978
-33% -$3.64M 0.2% 129
2021
Q1
$10.6M Buy
+198,642
New +$10.6M 0.28% 99