Windle Wealth’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.68M Sell
177,587
-6,303
-3% -$273K 3.76% 14
2025
Q1
$8.34M Buy
183,890
+13,888
+8% +$630K 4.3% 10
2024
Q4
$6.8M Buy
170,002
+7,071
+4% +$283K 3.76% 15
2024
Q3
$7.32M Buy
162,931
+7,178
+5% +$322K 3.98% 15
2024
Q2
$6.42M Sell
155,753
-4,217
-3% -$174K 3.92% 14
2024
Q1
$6.71M Sell
159,970
-4,272
-3% -$179K 4.28% 7
2023
Q4
$6.19M Buy
164,242
+1,270
+0.8% +$47.9K 4.34% 10
2023
Q3
$5.28M Buy
162,972
+23,020
+16% +$746K 3.94% 18
2023
Q2
$5.2M Buy
139,952
+4,300
+3% +$160K 3.76% 18
2023
Q1
$5.28M Buy
135,652
+14,492
+12% +$564K 3.91% 19
2022
Q4
$4.77M Buy
+121,160
New +$4.77M 3.73% 20