TrinityPoint Wealth’s Verizon VZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$1.33M	Buy	33,196 +956	+3%	+$38.2K	0.19%	125
2024 Q3	$1.45M	Buy	32,240 +997	+3%	+$44.8K	0.21%	115
2024 Q2	$1.29M	Buy	31,243 +928	+3%	+$38.3K	0.2%	115
2024 Q1	$1.27M	Buy	30,315 +947	+3%	+$39.7K	0.21%	112
2023 Q4	$1.11M	Buy	29,368 +5,253	+22%	+$198K	0.2%	118
2023 Q3	$782K	Sell	24,115 -4,210	-15%	-$136K	0.16%	137
2023 Q2	$1.05M	Buy	28,325 +2,016	+8%	+$75K	0.21%	112
2023 Q1	$1.02M	Buy	26,309 +650	+3%	+$25.3K	0.22%	113
2022 Q4	$1.01M	Sell	25,659 -10,753	-30%	-$424K	0.23%	108
2022 Q3	$1.38M	Sell	36,412 -775	-2%	-$29.4K	0.32%	85
2022 Q2	$1.89M	Sell	37,187 -90	-0.2%	-$4.57K	0.42%	63
2022 Q1	$1.9M	Buy	37,277 +1,035	+3%	+$52.7K	0.34%	72
2021 Q4	$1.88M	Sell	36,242 -2,220	-6%	-$115K	0.33%	71
2021 Q3	$2.08M	Buy	38,462 +3,030	+9%	+$164K	0.4%	63
2021 Q2	$1.99M	Buy	35,432 +4,179	+13%	+$234K	0.41%	62
2021 Q1	$1.82M	Buy	31,253 +949	+3%	+$55.2K	0.42%	65
2020 Q4	$1.71M	Buy	30,304 +2,641	+10%	+$149K	0.41%	65
2020 Q3	$1.65M	Buy	27,663 +1,483	+6%	+$88.2K	0.46%	60
2020 Q2	$1.44M	Sell	26,180 -19,262	-42%	-$1.06M	0.46%	59
2020 Q1	$2.44M	Buy	45,442 +29,430	+184%	+$1.58M	0.97%	23
2019 Q4	$983K	Buy	16,012 +349	+2%	+$21.4K	0.33%	73
2019 Q3	$938K	Buy	15,663 +1,247	+9%	+$74.7K	0.33%	81
2019 Q2	$807K	Buy	14,416 +4,646	+48%	+$260K	0.39%	66
2019 Q1	$578K	Buy	9,770 +1,551	+19%	+$91.8K	0.28%	91
2018 Q4	$462K	Buy	+8,219	New	+$462K	0.28%	93