Talisman Wealth 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 |
-13,282
| Closed | -$602K | – | 115 |
|
|
2025
Q1 | $602K | Sell |
13,282
-958
| -7% | -$43.5K | 0.62% | 47 |
|
|
2024
Q4 | $569K | Buy |
14,240
+5,497
| +63% | +$220K | 0.6% | 46 |
|
|
2024
Q3 | $393K | Buy |
8,743
+3,086
| +55% | +$139K | 0.41% | 60 |
|
|
2024
Q2 | $233K | Buy |
5,657
+261
| +5% | +$10.8K | 0.27% | 87 |
|
|
2024
Q1 | $226K | Buy |
+5,396
| New | +$226K | 0.28% | 83 |
|
|
2023
Q2 | – | Sell |
-7,206
| Closed | -$280K | – | 89 |
|
|
2023
Q1 | $280K | Buy |
7,206
+558
| +8% | +$21.7K | 0.51% | 68 |
|
|
2022
Q4 | $262K | Buy |
+6,648
| New | +$262K | 0.56% | 58 |
|