Wallace Advisory 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 | $1.42M | Buy |
31,208
+11,647
| +60% | +$528K | 1.03% | 21 |
|
|
2025
Q1 | $782K | Buy |
19,561
+8
| +0% | +$320 | 0.54% | 50 |
|
|
2024
Q4 | $878K | Sell |
19,553
-174
| -0.9% | -$7.81K | 0.61% | 42 |
|
|
2024
Q3 | $814K | Sell |
19,727
-605
| -3% | -$25K | 0.6% | 40 |
|
|
2024
Q2 | $838K | Buy |
20,332
+2,264
| +13% | +$93.4K | 0.6% | 39 |
|
|
2024
Q1 | $681K | Sell |
18,068
-520
| -3% | -$19.6K | 0.51% | 48 |
|
|
2023
Q4 | $602K | Buy |
18,588
+417
| +2% | +$13.5K | 0.47% | 44 |
|
|
2023
Q3 | $676K | Buy |
18,171
+691
| +4% | +$25.7K | 0.49% | 40 |
|
|
2023
Q2 | $680K | Hold |
17,480
| – | – | 0.52% | 41 |
|
|
2023
Q1 | $680K | Buy |
17,480
+5,684
| +48% | +$221K | 0.52% | 41 |
|
|
2022
Q4 | $465K | Buy |
+11,796
| New | +$465K | 0.37% | 68 |
|