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Whipplewood Advisors’s Verizon VZ Stock Holding History

Whipplewood Advisors’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$126K Sell
2,911
-40
-1% -$1.73K 0.07% 211
2025
Q1 		$131K Sell
2,951
-80
-3% -$3.56K 0.08% 194
2024
Q4 		$121K Buy
+3,031
New +$121K 0.07% 211