Wetzel Investment Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Sell |
9,380
-1,516
| -14% | -$65.6K | 0.19% | 76 |
|
|
2025
Q1 | $494K | Sell |
10,896
-3,375
| -24% | -$153K | 0.25% | 67 |
|
|
2024
Q4 | $571K | Sell |
14,271
-102
| -0.7% | -$4.08K | 0.28% | 63 |
|
|
2024
Q3 | $645K | Buy |
14,373
+920
| +7% | +$41.3K | 0.32% | 58 |
|
|
2024
Q2 | $564K | Sell |
13,453
-772
| -5% | -$32.4K | 0.32% | 56 |
|
|
2024
Q1 | $571K | Buy |
14,225
+3,760
| +36% | +$151K | 0.34% | 52 |
|
|
2023
Q4 | $395K | Buy |
+10,465
| New | +$395K | 0.24% | 70 |
|