CWM
C2C Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Sell |
17,356
-3,848
| -18% | -$167K | 0.68% | 36 |
|
|
2025
Q1 | $962K | Sell |
21,204
-406
| -2% | -$18.4K | 0.9% | 30 |
|
|
2024
Q4 | $864K | Sell |
21,610
-20
| -0.1% | -$800 | 0.8% | 31 |
|
|
2024
Q3 | $911K | Hold |
21,630
| – | – | 0.85% | 30 |
|
|
2024
Q2 | $892K | Hold |
21,630
| – | – | 0.87% | 29 |
|
|
2024
Q1 | $908K | Sell |
21,630
-9,932
| -31% | -$417K | 0.9% | 29 |
|
|
2023
Q4 | $1.18M | Sell |
31,562
-35,011
| -53% | -$1.31M | 1% | 26 |
|
|
2023
Q3 | $2.12M | Sell |
66,573
-6,458
| -9% | -$205K | 0.3% | 35 |
|
|
2023
Q2 | $2.32M | Sell |
73,031
-192
| -0.3% | -$6.1K | 0.31% | 35 |
|
|
2023
Q1 | $2.87M | Buy |
73,223
+17,326
| +31% | +$679K | 0.46% | 20 |
|
|
2022
Q4 | $2.24M | Sell |
55,897
-1,936
| -3% | -$77.5K | 0.39% | 25 |
|
|
2022
Q3 | $2.3M | Sell |
57,833
-1,744
| -3% | -$69.4K | 0.45% | 27 |
|
|
2022
Q2 | $3.01M | Sell |
59,577
-562
| -0.9% | -$28.4K | 0.55% | 18 |
|
|
2022
Q1 | $3.25M | Buy |
60,139
+3,589
| +6% | +$194K | 0.55% | 18 |
|
|
2021
Q4 | $2.94M | Buy |
+56,550
| New | +$2.94M | 0.42% | 27 |
|