TritonPoint 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
$320K Buy
7,395
+821
+12% +$35.5K 0.03% 277
2025
Q1
$298K Buy
6,574
+601
+10% +$27.3K 0.03% 274
2024
Q4
$239K Sell
5,973
-1,651
-22% -$66K 0.02% 303
2024
Q3
$342K Sell
7,624
-761
-9% -$34.2K 0.03% 249
2024
Q2
$346K Buy
8,385
+427
+5% +$17.6K 0.03% 241
2024
Q1
$386K Sell
7,958
-3,067
-28% -$149K 0.04% 232
2023
Q4
$416K Buy
+11,025
New +$416K 0.04% 232