Wealth 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 | – | Sell |
-14,336
| Closed | -$650K | – | 163 |
|
|
2025
Q1 | $650K | Sell |
14,336
-3,794
| -21% | -$172K | 0.42% | 54 |
|
|
2024
Q4 | $725K | Sell |
18,130
-3,171
| -15% | -$127K | 0.47% | 49 |
|
|
2024
Q3 | $957K | Buy |
21,301
+205
| +1% | +$9.21K | 0.64% | 39 |
|
|
2024
Q2 | $870K | Sell |
21,096
-827
| -4% | -$34.1K | 0.62% | 41 |
|
|
2024
Q1 | $920K | Buy |
+21,923
| New | +$920K | 0.69% | 40 |
|