Waterway 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 | – | Sell |
-17,971
| Closed | -$815K | – | 100 |
|
|
2025
Q1 | $815K | Buy |
17,971
+1,206
| +7% | +$54.7K | 0.34% | 29 |
|
|
2024
Q4 | $670K | Buy |
16,765
+1,946
| +13% | +$77.8K | 0.29% | 36 |
|
|
2024
Q3 | $666K | Buy |
14,819
+3,834
| +35% | +$172K | 0.29% | 35 |
|
|
2024
Q2 | $453K | Buy |
10,985
+855
| +8% | +$35.3K | 0.22% | 43 |
|
|
2024
Q1 | $425K | Buy |
10,130
+676
| +7% | +$28.4K | 0.19% | 44 |
|
|
2023
Q4 | $356K | Buy |
+9,454
| New | +$356K | 0.15% | 47 |
|