Trajan Wealth’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.2M | Buy |
120,216
+1,110
| +0.9% | +$48K | 0.25% | 73 |
|
|
2025
Q1 | $5.4M | Sell |
119,106
-19,243
| -14% | -$873K | 0.29% | 64 |
|
|
2024
Q4 | $5.53M | Buy |
138,349
+6,377
| +5% | +$255K | 0.31% | 62 |
|
|
2024
Q3 | $5.93M | Buy |
131,972
+6,565
| +5% | +$295K | 0.35% | 61 |
|
|
2024
Q2 | $5.17M | Sell |
125,407
-713
| -0.6% | -$29.4K | 0.33% | 61 |
|
|
2024
Q1 | $5.29M | Buy |
+126,120
| New | +$5.29M | 0.36% | 59 |
|