Strait & Sound 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 | – | Sell |
-7,783
| Closed | -$353K | – | 152 |
|
|
2025
Q1 | $353K | Sell |
7,783
-17,860
| -70% | -$810K | 0.16% | 99 |
|
|
2024
Q4 | $1.03M | Buy |
25,643
+1,941
| +8% | +$77.6K | 0.48% | 37 |
|
|
2024
Q3 | $1.06M | Buy |
23,702
+299
| +1% | +$13.4K | 0.52% | 35 |
|
|
2024
Q2 | $965K | Buy |
23,403
+4,328
| +23% | +$178K | 0.49% | 35 |
|
|
2024
Q1 | $766K | Sell |
19,075
-362
| -2% | -$14.5K | 0.43% | 42 |
|
|
2023
Q4 | $756K | Sell |
19,437
-624
| -3% | -$24.3K | 0.47% | 39 |
|
|
2023
Q3 | $650K | Sell |
20,061
-3,752
| -16% | -$122K | 0.56% | 39 |
|
|
2023
Q2 | $886K | Sell |
23,813
-6,155
| -21% | -$229K | 0.88% | 28 |
|
|
2023
Q1 | $1.17M | Buy |
29,968
+395
| +1% | +$15.4K | 1.16% | 18 |
|
|
2022
Q4 | $1.21M | Buy |
+29,573
| New | +$1.21M | 1.32% | 18 |
|