WMG Financial 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 | $750K | Sell |
17,331
-2,905
| -14% | -$126K | 0.28% | 56 |
|
|
2025
Q1 | $918K | Sell |
20,236
-1,752
| -8% | -$79.5K | 0.39% | 46 |
|
|
2024
Q4 | $879K | Buy |
21,988
+172
| +0.8% | +$6.88K | 0.38% | 46 |
|
|
2024
Q3 | $980K | Buy |
21,816
+671
| +3% | +$30.1K | 0.44% | 41 |
|
|
2024
Q2 | $872K | Sell |
21,145
-14,966
| -41% | -$617K | 0.46% | 42 |
|
|
2024
Q1 | $1.52M | Buy |
36,111
+451
| +1% | +$18.9K | 0.87% | 21 |
|
|
2023
Q4 | $1.34M | Sell |
35,660
-11,078
| -24% | -$418K | 0.88% | 22 |
|
|
2023
Q3 | $1.51M | Buy |
46,738
+5,661
| +14% | +$183K | 1.29% | 15 |
|
|
2023
Q2 | $1.53M | Buy |
41,077
+8,586
| +26% | +$319K | 1.12% | 17 |
|
|
2023
Q1 | $1.3M | Sell |
32,491
-2,717
| -8% | -$109K | 1.08% | 29 |
|
|
2022
Q4 | $1.39M | Buy |
35,208
+426
| +1% | +$16.8K | 1.18% | 19 |
|
|
2022
Q3 | $1.32M | Sell |
34,782
-402
| -1% | -$15.3K | 1.19% | 19 |
|
|
2022
Q2 | $1.78M | Sell |
35,184
-1,721
| -5% | -$87.1K | 1.54% | 16 |
|
|
2022
Q1 | $1.88M | Buy |
36,905
+104
| +0.3% | +$5.29K | 1.38% | 15 |
|
|
2021
Q4 | $1.91M | Buy |
+36,801
| New | +$1.91M | 1.49% | 12 |
|