Triad 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 | $589K | Buy |
13,618
+1,545
| +13% | +$66.9K | 0.12% | 134 |
|
|
2025
Q1 | $548K | Sell |
12,073
-345
| -3% | -$15.7K | 0.17% | 98 |
|
|
2024
Q4 | $497K | Buy |
+12,418
| New | +$497K | 0.18% | 91 |
|
|
2024
Q3 | – | Sell |
-7,152
| Closed | -$295K | – | 929 |
|
|
2024
Q2 | $295K | Buy |
7,152
+1,735
| +32% | +$71.6K | 0.15% | 65 |
|
|
2024
Q1 | $227K | Buy |
+5,417
| New | +$227K | 0.17% | 51 |
|