Whalen 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 Q1	–	Sell	-12,422	Closed	-$497K	–	179
2024 Q4	$497K	Buy	+12,422	New	+$497K	0.34%	59
2024 Q3	–	Sell	-11,223	Closed	-$463K	–	145
2024 Q2	$463K	Buy	+11,223	New	+$463K	0.37%	59