Tower Wealth Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Buy |
10,577
+731
| +7% | +$31.6K | 0.27% | 40 |
|
|
2025
Q1 | $447K | Sell |
9,846
-637
| -6% | -$28.9K | 0.24% | 42 |
|
|
2024
Q4 | $419K | Buy |
10,483
+263
| +3% | +$10.5K | 0.22% | 43 |
|
|
2024
Q3 | $459K | Sell |
10,220
-277
| -3% | -$12.4K | 0.27% | 35 |
|
|
2024
Q2 | $433K | Buy |
10,497
+905
| +9% | +$37.3K | 0.27% | 36 |
|
|
2024
Q1 | $402K | Buy |
9,592
+2
| +0% | +$84 | 0.26% | 37 |
|
|
2023
Q4 | $362K | Sell |
9,590
-348
| -4% | -$13.1K | 0.26% | 39 |
|
|
2023
Q3 | $322K | Buy |
9,938
+839
| +9% | +$27.2K | 0.26% | 41 |
|
|
2023
Q2 | $338K | Hold |
9,099
| – | – | 0.27% | 39 |
|
|
2023
Q1 | $354K | Buy |
9,099
+1,608
| +21% | +$62.5K | 0.3% | 36 |
|
|
2022
Q4 | $295K | Buy |
7,491
+1,460
| +24% | +$57.5K | 0.26% | 41 |
|
|
2022
Q3 | $225K | Buy |
6,031
+292
| +5% | +$10.9K | 0.21% | 48 |
|
|
2022
Q2 | $291K | Buy |
5,739
+672
| +13% | +$34.1K | 0.39% | 36 |
|
|
2022
Q1 | $258K | Buy |
5,067
+402
| +9% | +$20.5K | 0.28% | 41 |
|
|
2021
Q4 | $242K | Sell |
4,665
-1,953
| -30% | -$101K | 0.25% | 44 |
|
|
2021
Q3 | $357K | Sell |
6,618
-536
| -7% | -$28.9K | 0.38% | 33 |
|
|
2021
Q2 | $401K | Buy |
7,154
+69
| +1% | +$3.87K | 0.44% | 31 |
|
|
2021
Q1 | $412K | Sell |
7,085
-57
| -0.8% | -$3.32K | 0.53% | 32 |
|
|
2020
Q4 | $420K | Buy |
+7,142
| New | +$420K | 0.48% | 24 |
|