Valley Financial Group’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.14M Sell
49,429
-454
-0.9% -$19.6K 1.3% 15
2025
Q1
$2.26M Buy
49,883
+1,132
+2% +$51.3K 1.5% 15
2024
Q4
$1.95M Buy
48,751
+6,599
+16% +$264K 1.36% 16
2024
Q3
$1.89M Sell
42,152
-779
-2% -$35K 1.32% 16
2024
Q2
$1.77M Sell
42,931
-22
-0.1% -$907 1.3% 16
2024
Q1
$1.8M Sell
42,953
-890
-2% -$37.3K 1.37% 16
2023
Q4
$1.65M Buy
+43,843
New +$1.65M 1.29% 18