TriaGen 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 | $514K | Buy |
11,869
+1,008
| +9% | +$43.6K | 0.16% | 112 |
|
|
2025
Q1 | $493K | Buy |
10,861
+168
| +2% | +$7.62K | 0.17% | 108 |
|
|
2024
Q4 | $428K | Buy |
10,693
+14
| +0.1% | +$560 | 0.14% | 113 |
|
|
2024
Q3 | $480K | Buy |
10,679
+375
| +4% | +$16.8K | 0.16% | 112 |
|
|
2024
Q2 | $425K | Buy |
10,304
+200
| +2% | +$8.25K | 0.16% | 110 |
|
|
2024
Q1 | $424K | Hold |
10,104
| – | – | 0.18% | 106 |
|
|
2023
Q4 | $381K | Hold |
10,104
| – | – | 0.18% | 110 |
|
|
2023
Q3 | $327K | Sell |
10,104
-220
| -2% | -$7.13K | 0.17% | 109 |
|
|
2023
Q2 | $384K | Buy |
10,324
+500
| +5% | +$18.6K | 0.18% | 113 |
|
|
2023
Q1 | $382K | Hold |
9,824
| – | – | 0.19% | 104 |
|
|
2022
Q4 | $387K | Sell |
9,824
-692
| -7% | -$27.3K | 0.22% | 106 |
|
|
2022
Q3 | $399K | Sell |
10,516
-207
| -2% | -$7.85K | 0.22% | 102 |
|
|
2022
Q2 | $544K | Sell |
10,723
-45,824
| -81% | -$2.32M | 0.39% | 70 |
|
|
2022
Q1 | $2.88M | Sell |
56,547
-5,218
| -8% | -$266K | 1.49% | 13 |
|
|
2021
Q4 | $3.21M | Sell |
61,765
-3,224
| -5% | -$168K | 1.58% | 8 |
|
|
2021
Q3 | $3.51M | Sell |
64,989
-26
| -0% | -$1.4K | 1.91% | 6 |
|
|
2021
Q2 | $3.63M | Sell |
65,015
-594
| -0.9% | -$33.1K | 1.87% | 7 |
|
|
2021
Q1 | $3.82M | Sell |
65,609
-825
| -1% | -$48K | 2.19% | 4 |
|
|
2020
Q4 | $3.9M | Buy |
+66,434
| New | +$3.9M | 2.29% | 2 |
|