CWM
Cahaba Wealth Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
5,023
-238
| -5% | -$10.3K | 0.02% | 150 |
|
|
2025
Q1 | $239K | Buy |
+5,261
| New | +$239K | 0.02% | 131 |
|
|
2023
Q1 | – | Sell |
-5,145
| Closed | -$203K | – | 151 |
|
|
2022
Q4 | $203K | Sell |
5,145
-855
| -14% | -$33.7K | 0.03% | 139 |
|
|
2022
Q3 | $227K | Sell |
6,000
-383
| -6% | -$14.5K | 0.03% | 118 |
|
|
2022
Q2 | $323K | Sell |
6,383
-458
| -7% | -$23.2K | 0.05% | 101 |
|
|
2022
Q1 | $316K | Buy |
6,841
+259
| +4% | +$12K | 0.04% | 108 |
|
|
2021
Q4 | $342K | Buy |
6,582
+810
| +14% | +$42.1K | 0.05% | 111 |
|
|
2021
Q3 | $311K | Buy |
+5,772
| New | +$311K | 0.05% | 107 |
|
|
2021
Q2 | – | Sell |
-3,693
| Closed | -$214K | – | 94 |
|
|
2021
Q1 | $214K | Buy |
+3,693
| New | +$214K | 0.03% | 85 |
|
|
2020
Q1 | – | Sell |
-3,476
| Closed | -$213K | – | 83 |
|
|
2019
Q4 | $213K | Buy |
3,476
+71
| +2% | +$4.35K | 0.05% | 69 |
|
|
2019
Q3 | $205K | Buy |
+3,405
| New | +$205K | 0.05% | 71 |
|
|
2019
Q1 | – | Sell |
-3,991
| Closed | -$224K | – | 75 |
|
|
2018
Q4 | $224K | Buy |
+3,991
| New | +$224K | 0.07% | 67 |
|