Wescott Financial 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 | $241K | Sell |
5,574
-233
| -4% | -$10.1K | 0.02% | 157 |
|
|
2025
Q1 | $263K | Buy |
5,807
+324
| +6% | +$14.7K | 0.03% | 149 |
|
|
2024
Q4 | $219K | Buy |
+5,483
| New | +$219K | 0.02% | 164 |
|
|
2023
Q1 | – | Sell |
-5,306
| Closed | -$209K | – | 166 |
|
|
2022
Q4 | $209K | Buy |
+5,306
| New | +$209K | 0.05% | 142 |
|
|
2022
Q3 | – | Sell |
-4,065
| Closed | -$206K | – | 144 |
|
|
2022
Q2 | $206K | Buy |
+4,065
| New | +$206K | 0.06% | 122 |
|